Ae Wealth Management LLC Ishares Tr Residential And Mul Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,816 shares of REZ stock, worth $568,590. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,816

Previous 14,740 53.76%

Holding current value

$568,590

Previous $1.21 Million 52.27%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$81.06 - $85.23 $642,319 - $675,362	-7,924 Reduced 53.76%	6,816 $579,000
Q2 2025 Aug 06, 2025	SELL	$76.14 - $86.35 $68,069 - $77,196	-894 Reduced 5.72%	14,740 $1.21 Million
Q1 2025 May 06, 2025	SELL	$78.21 - $88.48 $67,182 - $76,004	-859 Reduced 5.21%	15,634 $1.35 Million
Q4 2024 Feb 13, 2025	SELL	$79.04 - $89.77 $35,172 - $39,947	-445 Reduced 2.63%	16,493 $1.34 Million
Q3 2024 Nov 14, 2024	SELL	$76.42 - $91.19 $7,030 - $8,389	-92 Reduced 0.54%	16,938 $1.5 Million
Q2 2024 Aug 12, 2024	SELL	$68.06 - $77.1 $10,345 - $11,719	-152 Reduced 0.88%	17,030 $1.31 Million
Q1 2024 May 15, 2024	SELL	$67.66 - $74.45 $34,371 - $37,820	-508 Reduced 2.87%	17,182 $1.24 Million
Q4 2023 Feb 14, 2024	SELL	$61.4 - $74.46 $131,518 - $159,493	-2,142 Reduced 10.8%	17,690 $1.3 Million
Q3 2023 Oct 11, 2023	SELL	$65.29 - $76.0 $111,450 - $129,732	-1,707 Reduced 7.93%	19,832 $1.31 Million
Q2 2023 Jul 10, 2023	SELL	$68.53 - $73.43 $84,291 - $90,318	-1,230 Reduced 5.4%	21,539 $1.58 Million
Q1 2023 Apr 14, 2023	SELL	$65.21 - $77.8 $100,879 - $120,356	-1,547 Reduced 6.36%	22,769 $1.61 Million
Q4 2022 Jan 31, 2023	SELL	$66.83 - $73.54 $1.3 Million - $1.43 Million	-19,449 Reduced 44.44%	24,316 $1.66 Million
Q3 2022 Oct 25, 2022	BUY	$70.67 - $88.84 $1.01 Million - $1.27 Million	14,338 Added 48.72%	43,765 $3.14 Million
Q2 2022 Aug 03, 2022	BUY	$75.39 - $99.18 $947,652 - $1.25 Million	12,570 Added 74.57%	29,427 $2.35 Million
Q1 2022 Apr 18, 2022	BUY	$88.05 - $98.21 $38,830 - $43,310	441 Added 2.69%	16,857 $1.62 Million
Q4 2021 Jan 20, 2022	SELL	$86.13 - $98.23 $1.62 Million - $1.84 Million	-18,771 Reduced 53.35%	16,416 $1.61 Million
Q3 2021 Nov 01, 2021	BUY	$83.86 - $92.5 $2.17 Million - $2.39 Million	25,866 Added 277.5%	35,187 $3.01 Million
Q2 2021 Jul 21, 2021	BUY	$75.32 - $84.85 $147,099 - $165,712	1,953 Added 26.51%	9,321 $777,000
Q1 2021 Apr 27, 2021	BUY	$65.28 - $76.16 $22,129 - $25,818	339 Added 4.82%	7,368 $545,000
Q4 2020 Feb 01, 2021	BUY	$59.11 - $69.37 $25,594 - $30,037	433 Added 6.56%	7,029 $477,000
Q3 2020 Nov 06, 2020	SELL	$58.39 - $64.73 $115,670 - $128,230	-1,981 Reduced 23.1%	6,596 $402,000
Q2 2020 Aug 05, 2020	BUY	$49.35 - $67.83 $14,903 - $20,484	302 Added 3.65%	8,577 $515,000
Q1 2020 May 07, 2020	BUY	$45.74 - $81.9 $378,498 - $677,722	8,275 New	8,275 $457,000

Others Institutions Holding REZ

# of Institutions

188

Shares Held

4.83M

Call Options Held

3.1K

Put Options Held

9.1K

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About ISHARES TR RESIDENTIAL AND MUL

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Ae Wealth Management LLC Ishares Tr Residential And Mul Transaction History