Boltwood Capital Management Ishares Tr Residential And Mul Transaction History
Boltwood Capital Management
- $349 Million
- Q2 2025
A detailed history of Boltwood Capital Management transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Boltwood Capital Management holds 3,600 shares of REZ stock, worth $295,596. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,600
-0.0%
Holding current value
$295,596
Previous $309,000
4.21%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding REZ
# of Institutions
188Shares Held
5.12MCall Options Held
10.8KPut Options Held
11.1K-
Franklin, Parlapiano, Turner & Welch, LLC472KShares$38.7 Million11.0% of portfolio
-
Morgan Stanley New York, NY468KShares$38.5 Million0.0% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL312KShares$25.7 Million5.41% of portfolio
-
Aprio Wealth Management, LLC301KShares$24.7 Million3.55% of portfolio
-
Northwestern Mutual Wealth Management CO239KShares$19.6 Million0.02% of portfolio