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

M Wealth Management, LLC

$108 Billion
Q2 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 13,672 shares of REZ stock, worth $1.16 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

13,672

Previous 13,499 1.28%

Holding current value

$1.16 Million

Previous $1.17 Billion 3.5%

% of portfolio

1.04%

Previous 1.09%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$76.14 - $86.35 $13,172 - $14,938	173 Added 1.28%	13,672 $1.13 Billion
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

184

Shares Held

4.81M

Call Options Held

3.1K

Put Options Held

9.1K

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About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

More about REZ

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