Dynamic Wealth Strategies, LLC Ishares Tr Residential And Mul Transaction History

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,832 shares of REZ stock, worth $236,245. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,832
Previous 2,430 16.54%
Holding current value
$236,245
Previous $210,000 10.95%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Aug 13, 2025
BUY
$76.14 - $86.35 $30,608 - $34,712
402 Added 16.54%
2,832 $233,000
Q1 2025

May 12, 2025
BUY
$78.21 - $88.48 $190,050 - $215,006
2,430 New
2,430 $210,000
Q3 2024

Nov 13, 2024
BUY
$76.42 - $91.19 $1,222 - $1,459
16 Added 0.68%
2,366 $210,000
Q2 2024

Aug 15, 2024
BUY
$68.06 - $77.1 $5,853 - $6,630
86 Added 3.8%
2,350 $181,000
Q1 2024

May 15, 2024
SELL
$67.66 - $74.45 $60,488 - $66,558
-894 Reduced 28.31%
2,264 $163,000
Q4 2023

Feb 13, 2024
BUY
$61.4 - $74.46 $193,901 - $235,144
3,158 New
3,158 $232 Million

Others Institutions Holding REZ

# of Institutions
187
Shares Held
4.82M
Call Options Held
3.1K
Put Options Held
9.1K
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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