Castleview Partners, LLC Ishares Tr Residential And Mul Transaction History

Castleview Partners, LLC

  • $112 Million
  • Q2 2025

A detailed history of Castleview Partners, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Castleview Partners, LLC holds 4,201 shares of REZ stock, worth $344,944. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,201
Previous 3,094 35.78%
Holding current value
$344,944
Previous $267,000 29.21%
% of portfolio
0.31%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$76.14 - $86.35 $84,286 - $95,589
1,107 Added 35.78%
4,201 $345,000
Q1 2025

Apr 21, 2025
BUY
$78.21 - $88.48 $30,658 - $34,684
392 Added 14.51%
3,094 $267,000
Q4 2024

Jan 21, 2025
BUY
$79.04 - $89.77 $3,082 - $3,501
39 Added 1.46%
2,702 $218,000
Q3 2024

Oct 21, 2024
SELL
$76.42 - $91.19 $213,517 - $254,784
-2,794 Reduced 51.2%
2,663 $236,000
Q2 2024

Jul 31, 2024
BUY
$68.06 - $77.1 $283,401 - $321,044
4,164 Added 322.04%
5,457 $420,000
Q1 2024

May 09, 2024
BUY
$67.66 - $74.45 $87,484 - $96,263
1,293 New
1,293 $93,000

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

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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