A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 300,753 shares of REZ stock, worth $25 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares
300,753
Previous 303,214 0.81%
Holding current value
$25 Million
Previous $24.6 Million 5.8%
% of portfolio
3.55%
Previous 3.9%

Shares

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

May 15, 2025

SELL
$78.21 - $88.48 $192,474 - $217,749
-2,461 Reduced 0.81%
300,753 $26 Million
Q4 2024

Jan 10, 2025

BUY
$79.04 - $89.77 $3.61 Million - $4.1 Million
45,685 Added 17.74%
303,214 $24.6 Million
Q3 2024

Oct 07, 2024

BUY
$76.42 - $91.19 $19.7 Million - $23.5 Million
257,529 New
257,529 $22.9 Million

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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