Kfg Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

Kfg Wealth Management, LLC

  • $434 Million
  • Q2 2025

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 18,695 shares of REZ stock, worth $1.53 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
18,695
Previous 23,296 19.75%
Holding current value
$1.53 Million
Previous $2 Million 23.01%
% of portfolio
0.35%
Previous 0.51%

Shares

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

Jul 14, 2025
SELL
$76.14 - $86.35 $350,320 - $397,296
-4,601 Reduced 19.75%
18,695 $1.54 Million
Q1 2025

Apr 11, 2025
SELL
$78.21 - $88.48 $798,680 - $903,557
-10,212 Reduced 30.48%
23,296 $2 Million
Q4 2024

Jan 21, 2025
SELL
$79.04 - $89.77 $533,915 - $606,396
-6,755 Reduced 16.78%
33,508 $2.71 Million
Q3 2024

Oct 15, 2024
BUY
$76.42 - $91.19 $3.08 Million - $3.67 Million
40,263 New
40,263 $3.58 Million

Others Institutions Holding REZ

# of Institutions
183
Shares Held
4.69M
Call Options Held
3.6K
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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