Arete Wealth Advisors, LLC Ishares Tr Residential And Mul Transaction History

Arete Wealth Advisors, LLC

  • $1.22 Billion
  • Q2 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 5,507 shares of REZ stock, worth $481,752. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,507
Previous 10,104 45.5%
Holding current value
$481,752
Previous $728,000 42.17%
% of portfolio
0.03%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$68.06 - $77.1 $312,871 - $354,428
-4,597 Reduced 45.5%
5,507 $421,000
Q1 2024

May 15, 2024
SELL
$67.66 - $74.45 $268,204 - $295,119
-3,964 Reduced 28.18%
10,104 $728,000
Q4 2023

Feb 14, 2024
BUY
$61.4 - $74.46 $863,775 - $1.05 Million
14,068 New
14,068 $1.03 Million
Q2 2023

Aug 09, 2023
BUY
$68.53 - $73.43 $729,296 - $781,442
10,642 New
10,642 $780,000
Q3 2022

Nov 07, 2022
SELL
$70.67 - $88.84 $48,903 - $61,477
-692 Reduced 10.16%
6,119 $440,000
Q2 2022

Aug 15, 2022
BUY
$75.39 - $99.18 $62,498 - $82,220
829 Added 13.86%
6,811 $547,000
Q1 2022

May 06, 2022
BUY
$88.05 - $98.21 $526,715 - $587,492
5,982 New
5,982 $574,000

Others Institutions Holding REZ

# of Institutions
150
Shares Held
5.16M
Call Options Held
17.3K
Put Options Held
12.9K
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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