Horan Securities, Inc. Ishares Tr Residential And Mul Transaction History

Horan Securities, Inc.

$282 Million
Q2 2025

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 27, 2023	BUY	$68.53 - $73.43 $68 - $73	1 Added 0.52%	193 $14,000
Q1 2023 Apr 18, 2023	BUY	$65.21 - $77.8 $65 - $77	1 Added 0.52%	192 $13,000
Q4 2022 Jan 17, 2023	BUY	$66.83 - $73.54 $133 - $147	2 Added 1.06%	191 $0
Q3 2022 Oct 12, 2022	BUY	$70.67 - $88.84 $141 - $177	2 Added 1.07%	189 $14,000
Q2 2022 Jul 19, 2022	BUY	$75.39 - $99.18 $75 - $99	1 Added 0.54%	187 $15,000
Q4 2021 Feb 09, 2022	BUY	$86.13 - $98.23 $172 - $196	2 Added 1.09%	186 $18,000
Q2 2021 Aug 05, 2021	BUY	$75.32 - $84.85 $75 - $84	1 Added 0.55%	184 $15,000
Q1 2021 May 14, 2021	SELL	$65.28 - $76.16 $7,572 - $8,834	-116 Reduced 38.8%	183 $14,000
Q4 2020 Feb 05, 2021	SELL	$59.11 - $69.37 $768 - $901	-13 Reduced 4.17%	299 $20,000
Q3 2020 Nov 04, 2020	BUY	$58.39 - $64.73 $116 - $129	2 Added 0.65%	312 $19,000
Q2 2020 Aug 11, 2020	BUY	$49.35 - $67.83 $148 - $203	3 Added 0.98%	310 $19,000
Q1 2020 May 05, 2020	BUY	$45.74 - $81.9 $14,042 - $25,143	307 New	307 $17,000
Q4 2019 Feb 05, 2020	SELL	$72.82 - $81.61 $21,991 - $24,646	-302 Closed	0 $0
Q3 2019 Oct 21, 2019	BUY	$77.3 - $79.63 $154 - $159	2 Added 0.67%	302 $24,000
Q2 2019 Jul 24, 2019	BUY	N/A	77 Added 34.53%	300 $22,000
Q1 2019 Apr 18, 2019	BUY	N/A	223 New	223 $16,000

Others Institutions Holding REZ

# of Institutions

183

Shares Held

4.69M

Call Options Held

3.6K

Put Options Held

9.1K

Morgan Stanley New York, NY

529K
Shares

$43.3 Million
0.0% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

475K
Shares

$38.8 Million
10.21% of portfolio
Northwestern Mutual Wealth Management CO

293K
Shares

$24 Million
0.02% of portfolio
Aprio Wealth Management, LLC

254K
Shares

$20.8 Million
2.59% of portfolio
Tobias Financial Advisors, Inc. Plantation, FL

179K
Shares

$14.7 Million
2.6% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

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