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

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 5,750 shares of REZ stock, worth $485,012. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,750
Previous 5,750 -0.0%
Holding current value
$485,012
Previous $473,000 3.17%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$78.21 - $88.48 $231,266 - $261,635
-2,957 Reduced 33.96%
5,750 $496,000
Q1 2024

May 01, 2024
BUY
$67.66 - $74.45 $811 - $893
12 Added 0.14%
8,707 $627,000
Q4 2023

Feb 06, 2024
BUY
$61.4 - $74.46 $533,873 - $647,429
8,695 New
8,695 $639,000
Q2 2023

Jul 25, 2023
BUY
$68.53 - $73.43 $1,096 - $1,174
16 Added 0.56%
2,886 $211,000
Q1 2023

Apr 18, 2023
BUY
$65.21 - $77.8 $187,152 - $223,286
2,870 New
2,870 $202,000

Others Institutions Holding REZ

# of Institutions
183
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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