Montag A & Associates Inc Ishares Tr Residential And Mul Transaction History

Montag A & Associates Inc

$2.09 Billion
Q3 2024

A detailed history of Montag A & Associates Inc transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Montag A & Associates Inc holds 652 shares of REZ stock, worth $52,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares

652

Holding current value

$52,277

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$76.42 - $91.19 $49,825 - $59,455	652 New	652 $57,000

Others Institutions Holding REZ

# of Institutions

167

Shares Held

7.33M

Call Options Held

6.7K

Put Options Held

10.8K

Menora Mivtachim Holdings Ltd.

2.58M
Shares

$207 Million
1.46% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$38.2 Million
10.92% of portfolio
Morgan Stanley New York, NY

377K
Shares

$30.2 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$20.6 Million
3.96% of portfolio
Royal Bank Of Canada Toronto, A6

221K
Shares

$17.7 Million
0.0% of portfolio

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About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

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Montag A & Associates Inc Ishares Tr Residential And Mul Transaction History