A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,813 shares of REZ stock, worth $1.87 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,813
Previous 13,282 56.7%
Holding current value
$1.87 Million
Previous $1.02 Million 80.82%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$76.42 - $91.19 $575,519 - $686,751
7,531 Added 56.7%
20,813 $1.85 Million
Q2 2024

Aug 09, 2024

BUY
$68.06 - $77.1 $587,561 - $665,604
8,633 Added 185.7%
13,282 $1.02 Million
Q1 2024

May 08, 2024

SELL
$67.66 - $74.45 $5,480 - $6,030
-81 Reduced 1.71%
4,649 $335,000
Q4 2023

Feb 07, 2024

BUY
$61.4 - $74.46 $19,034 - $23,082
310 Added 7.01%
4,730 $347,000
Q3 2023

Nov 07, 2023

BUY
$65.29 - $76.0 $46,682 - $54,340
715 Added 19.3%
4,420 $291,000
Q2 2023

Aug 11, 2023

SELL
$68.53 - $73.43 $16,447 - $17,623
-240 Reduced 6.08%
3,705 $271,000
Q1 2023

Apr 28, 2023

SELL
$65.21 - $77.8 $29,670 - $35,399
-455 Reduced 10.34%
3,945 $278,000
Q4 2022

Feb 13, 2023

BUY
$66.83 - $73.54 $106,126 - $116,781
1,588 Added 56.47%
4,400 $300,000
Q3 2022

Nov 01, 2022

SELL
$70.67 - $88.84 $5,512 - $6,929
-78 Reduced 2.7%
2,812 $202,000
Q2 2022

Aug 02, 2022

SELL
$75.39 - $99.18 $29,251 - $38,481
-388 Reduced 11.84%
2,890 $231,000
Q1 2022

Apr 27, 2022

SELL
$88.05 - $98.21 $19,194 - $21,409
-218 Reduced 6.24%
3,278 $316,000
Q4 2021

Jan 24, 2022

BUY
$86.13 - $98.23 $41,428 - $47,248
481 Added 15.95%
3,496 $343,000
Q2 2021

Jul 29, 2021

SELL
$75.32 - $84.85 $53,326 - $60,073
-708 Reduced 19.02%
3,015 $247,000
Q1 2021

May 13, 2021

SELL
$65.28 - $76.16 $110,714 - $129,167
-1,696 Reduced 31.3%
3,723 $275,000
Q4 2020

Jan 22, 2021

SELL
$59.11 - $69.37 $667,292 - $783,117
-11,289 Reduced 67.57%
5,419 $368,000
Q3 2020

Oct 14, 2020

BUY
$58.39 - $64.73 $687,483 - $762,131
11,774 Added 238.63%
16,708 $1.02 Million
Q2 2020

Aug 06, 2020

SELL
$49.35 - $67.83 $1.16 Million - $1.6 Million
-23,527 Reduced 82.66%
4,934 $295,000
Q1 2020

Apr 30, 2020

BUY
$45.74 - $81.9 $1.02 Million - $1.83 Million
22,324 Added 363.76%
28,461 $1.57 Million
Q4 2019

Feb 14, 2020

BUY
$72.82 - $81.61 $116,147 - $130,167
1,595 Added 35.12%
6,137 $463,000
Q3 2019

Nov 08, 2019

SELL
$77.3 - $79.63 $31,924 - $32,887
-413 Reduced 8.34%
4,542 $362,000
Q2 2019

Aug 06, 2019

BUY
N/A
22 Added 0.45%
4,955 $361,000
Q1 2019

May 13, 2019

BUY
N/A
4,933 New
4,933 $349,000

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


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