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

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 10,821 shares of REZ stock, worth $912,751. This represents 0.72% of its overall portfolio holdings.

Number of Shares
10,821
Previous 7,899 36.99%
Holding current value
$912,751
Previous $650,000 41.38%
% of portfolio
0.72%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$81.06 - $85.23 $236,857 - $249,042
2,922 Added 36.99%
10,821 $919,000
Q2 2025

Aug 11, 2025
BUY
$76.14 - $86.35 $601,429 - $682,078
7,899 New
7,899 $650,000

Others Institutions Holding REZ

# of Institutions
186
Shares Held
4.9M
Call Options Held
0
Put Options Held
7.8K
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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