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

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 49,325 shares of REZ stock, worth $4.22 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
49,325
Previous 469,295 89.49%
Holding current value
$4.22 Million
Previous $36.1 Million 87.87%
% of portfolio
0.11%
Previous 1.0%

Shares

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

Nov 04, 2024
SELL
$76.42 - $91.19 $32.1 Million - $38.3 Million
-419,970 Reduced 89.49%
49,325 $4.38 Million
Q2 2024

Aug 09, 2024
BUY
$68.06 - $77.1 $1.11 Million - $1.26 Million
16,380 Added 3.62%
469,295 $36.1 Million
Q1 2024

May 14, 2024
BUY
$67.66 - $74.45 $1.46 Million - $1.61 Million
21,607 Added 5.01%
452,915 $32.6 Million
Q4 2023

Feb 06, 2024
SELL
$61.4 - $74.46 $736,922 - $893,668
-12,002 Reduced 2.71%
431,308 $31.7 Million
Q3 2023

Nov 14, 2023
BUY
$65.29 - $76.0 $28.9 Million - $33.7 Million
443,310 New
443,310 $29.2 Million

Others Institutions Holding REZ

# of Institutions
161
Shares Held
5.42M
Call Options Held
8.1K
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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