Envestnet Portfolio Solutions, Inc. Ishares Tr Residential And Mul Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,221 shares of REZ stock, worth $613,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,221
Previous 6,353 13.66%
Holding current value
$613,062
Previous $549,000 8.2%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025
BUY
$76.14 - $86.35 $66,089 - $74,951
868 Added 13.66%
7,221 $594,000
Q1 2025

Apr 21, 2025
SELL
$78.21 - $88.48 $377,128 - $426,650
-4,822 Reduced 43.15%
6,353 $549,000
Q4 2024

Feb 10, 2025
BUY
$79.04 - $89.77 $522,612 - $593,559
6,612 Added 144.9%
11,175 $905,000
Q3 2024

Oct 31, 2024
BUY
$76.42 - $91.19 $348,704 - $416,099
4,563 New
4,563 $405,000

Others Institutions Holding REZ

# of Institutions
184
Shares Held
4.81M
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email