Beirne Wealth Consulting Services, LLC Ishares Tr Residential And Mul Transaction History

Beirne Wealth Consulting Services, LLC

$281 Billion
Q1 2025

A detailed history of Beirne Wealth Consulting Services, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Beirne Wealth Consulting Services, LLC holds 3,159 shares of REZ stock, worth $259,385. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,159

Previous 3,146 0.41%

Holding current value

$259,385

Previous $255 Million 7.13%

% of portfolio

0.1%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$78.21 - $88.48 $1,016 - $1,150	13 Added 0.41%	3,159 $273 Million
Q4 2024 Jan 31, 2025	BUY	$79.04 - $89.77 $1,976 - $2,244	25 Added 0.8%	3,146 $255 Million
Q3 2024 Nov 07, 2024	BUY	$76.42 - $91.19 $1,299 - $1,550	17 Added 0.55%	3,121 $277 Million
Q2 2024 Aug 12, 2024	BUY	$68.06 - $77.1 $1,088 - $1,233	16 Added 0.52%	3,104 $239 Million
Q1 2024 May 13, 2024	BUY	$67.66 - $74.45 $947 - $1,042	14 Added 0.46%	3,088 $223 Million
Q4 2023 Feb 06, 2024	BUY	$61.4 - $74.46 $3,745 - $4,542	61 Added 2.02%	3,074 $226 Million
Q2 2023 Aug 03, 2023	SELL	$68.53 - $73.43 $241,157 - $258,400	-3,519 Reduced 53.87%	3,013 $221 Million
Q1 2023 May 10, 2023	BUY	$65.21 - $77.8 $2,282 - $2,723	35 Added 0.54%	6,532 $461 Million
Q4 2022 Feb 08, 2023	BUY	$66.83 - $73.54 $4,678 - $5,147	70 Added 1.09%	6,497 $444,000
Q3 2022 Nov 07, 2022	BUY	$70.67 - $88.84 $5,229 - $6,574	74 Added 1.16%	6,427 $462,000
Q2 2022 Jul 13, 2022	SELL	$75.39 - $99.18 $473,901 - $623,445	-6,286 Reduced 49.73%	6,353 $508,000
Q1 2022 May 10, 2022	BUY	$88.05 - $98.21 $3,433 - $3,830	39 Added 0.31%	12,639 $1.21 Million
Q4 2021 Feb 03, 2022	BUY	$86.13 - $98.23 $1.09 Million - $1.24 Million	12,600 New	12,600 $1.24 Million

Others Institutions Holding REZ

# of Institutions

189

Shares Held

5.12M

Call Options Held

10.8K

Put Options Held

11.1K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

More about REZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beirne Wealth Consulting Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beirne Wealth Consulting Services, LLC with notifications on news.

Account

Beirne Wealth Consulting Services, LLC Ishares Tr Residential And Mul Transaction History