M Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

M Wealth Management, LLC

  • $107 Billion
  • Q1 2025

A detailed history of M Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, M Wealth Management, LLC holds 13,499 shares of REZ stock, worth $1.11 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
13,499
Previous 14,086 4.17%
Holding current value
$1.11 Million
Previous $1.14 Billion 2.22%
% of portfolio
1.09%
Previous 1.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$78.21 - $88.48 $45,909 - $51,937
-587 Reduced 4.17%
13,499 $1.17 Billion
Q4 2024

Jan 23, 2025
BUY
$79.04 - $89.77 $1.11 Million - $1.26 Million
14,086 New
14,086 $1.14 Billion

Others Institutions Holding REZ

# of Institutions
189
Shares Held
5.12M
Call Options Held
10.8K
Put Options Held
11.1K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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