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

Aprio Wealth Management, LLC

  • $808 Million
  • Q2 2025

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 253,861 shares of REZ stock, worth $21.6 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
253,861
Previous 300,753 15.59%
Holding current value
$21.6 Million
Previous $26 Million 19.58%
% of portfolio
2.59%
Previous 3.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$76.14 - $86.35 $3.57 Million - $4.05 Million
-46,892 Reduced 15.59%
253,861 $20.9 Million
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

# of Institutions
184
Shares Held
4.81M
Call Options Held
3.1K
Put Options Held
9.1K
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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