H&H Retirement Design & Management Inc Ishares Tr Residential And Mul Transaction History

H&H Retirement Design & Management Inc

$169 Million
Q3 2024

A detailed history of H&H Retirement Design & Management Inc transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 13,328 shares of REZ stock, worth $1.07 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

13,328

Previous 13,273 0.41%

Holding current value

$1.07 Million

Previous $1.02 Million 15.87%

% of portfolio

0.7%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$76.42 - $91.19 $4,203 - $5,015	55 Added 0.41%	13,328 $1.18 Million
Q2 2024 Jul 23, 2024	BUY	$68.06 - $77.1 $5,036 - $5,705	74 Added 0.56%	13,273 $1.02 Million
Q1 2024 Apr 23, 2024	SELL	$67.66 - $74.45 $100,881 - $111,004	-1,491 Reduced 10.15%	13,199 $951,000
Q4 2023 Feb 09, 2024	SELL	$61.4 - $74.46 $328,244 - $398,063	-5,346 Reduced 26.68%	14,690 $1.08 Million
Q3 2023 Oct 16, 2023	BUY	$65.29 - $76.0 $5,092 - $5,928	78 Added 0.39%	20,036 $1.32 Million
Q2 2023 Jul 14, 2023	SELL	$68.53 - $73.43 $15,898 - $17,035	-232 Reduced 1.15%	19,958 $1.46 Million
Q1 2023 Apr 14, 2023	BUY	$65.21 - $77.8 $1.32 Million - $1.57 Million	20,190 New	20,190 $1.43 Million

Others Institutions Holding REZ

# of Institutions

166

Shares Held

8.19M

Call Options Held

6.7K

Put Options Held

10.8K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

More about REZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.

Account

H&H Retirement Design & Management Inc Ishares Tr Residential And Mul Transaction History