Lake Street Advisors Group, LLC Ishares Tr Residential And Mul Transaction History

Lake Street Advisors Group, LLC

$2.11 Billion
Q1 2024

A detailed history of Lake Street Advisors Group, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 28,990 shares of REZ stock, worth $2.23 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

28,990

Holding current value

$2.23 Million

% of portfolio

0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$67.66 - $74.45 $1.96 Million - $2.16 Million	28,990 New	28,990 $2.09 Million
Q3 2023 Nov 14, 2023	BUY	$65.29 - $76.0 $889,249 - $1.04 Million	13,620 Added 92.1%	28,408 $1.87 Million
Q2 2023 Aug 10, 2023	BUY	$68.53 - $73.43 $5,276 - $5,654	77 Added 0.52%	14,788 $1.08 Million
Q1 2023 May 15, 2023	BUY	$65.21 - $77.8 $5,086 - $6,068	78 Added 0.53%	14,711 $1.04 Million
Q4 2022 Feb 13, 2023	BUY	$67.24 - $73.54 $14,456 - $15,811	215 Added 1.49%	14,633 $1 Million

Q3 2022 Nov 14, 2022	BUY	N/A	14,418 New	14,418 $1.04 Million

Others Institutions Holding REZ

# of Institutions

150

Shares Held

4.62M

Call Options Held

500

Put Options Held

18.9K

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 Lake Street Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Advisors Group, LLC with notifications on news.

Account

Lake Street Advisors Group, LLC Ishares Tr Residential And Mul Transaction History