A detailed history of Creative Planning transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Creative Planning holds 2,260 shares of REZ stock, worth $202,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,260
Holding current value
$202,880
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$76.42 - $91.19 $172,709 - $206,089
2,260 New
2,260 $200,000
Q1 2024

May 10, 2024

BUY
$67.66 - $74.45 $74,020 - $81,448
1,094 Added 38.24%
3,955 $285,000
Q4 2023

Feb 14, 2024

BUY
$61.4 - $74.46 $161,850 - $196,276
2,636 Added 1171.56%
2,861 $210,000
Q3 2023

Nov 16, 2023

BUY
$65.29 - $76.0 $14,690 - $17,100
225 New
225 $14,000
Q2 2022

Aug 15, 2022

BUY
$75.39 - $99.18 $19,978 - $26,282
265 Added 9.29%
3,118 $249,000
Q1 2022

May 16, 2022

BUY
$88.05 - $98.21 $28,968 - $32,311
329 Added 13.03%
2,853 $274,000
Q4 2021

Feb 11, 2022

BUY
$86.13 - $98.23 $12,919 - $14,734
150 Added 6.32%
2,524 $248,000
Q3 2021

Nov 10, 2021

BUY
$83.86 - $92.5 $199,083 - $219,595
2,374 New
2,374 $203,000

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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