Creative Planning Ishares Tr Residential And Mul Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Creative Planning holds 3,955 shares of REZ stock, worth $305,049. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,955
Previous 2,861 38.24%
Holding current value
$305,049
Previous $210,000 35.71%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
265 Added 9.29%
3,118 $249,000
Q1 2022

May 16, 2022
BUY
N/A
329 Added 13.03%
2,853 $274,000
Q4 2021

Feb 11, 2022
BUY
N/A
150 Added 6.32%
2,524 $248,000
Q3 2021

Nov 10, 2021
BUY
N/A
2,374 New
2,374 $203,000

Others Institutions Holding REZ

# of Institutions
150
Shares Held
4.62M
Call Options Held
500
Put Options Held
18.9K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email