Navis Wealth Advisors, LLC Ishares Tr Residential And Mul Transaction History

Navis Wealth Advisors, LLC

  • $89.6 Million
  • Q4 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 4,539 shares of REZ stock, worth $384,498. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,539
Previous 8,089 43.89%
Holding current value
$384,498
Previous $718,000 48.89%
% of portfolio
0.41%
Previous 0.79%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$79.04 - $89.77 $280,592 - $318,683
-3,550 Reduced 43.89%
4,539 $367,000
Q3 2024

Oct 24, 2024
BUY
$76.42 - $91.19 $3,438 - $4,103
45 Added 0.56%
8,089 $718,000
Q2 2024

Aug 02, 2024
BUY
$68.06 - $77.1 $2,858 - $3,238
42 Added 0.52%
8,044 $619,000
Q1 2024

Apr 29, 2024
BUY
$67.66 - $74.45 $2,300 - $2,531
34 Added 0.43%
8,002 $576,000
Q4 2023

Feb 05, 2024
BUY
$61.4 - $74.46 $9,824 - $11,913
160 Added 2.05%
7,968 $585,000
Q2 2023

Jul 13, 2023
BUY
$68.53 - $73.43 $2,809 - $3,010
41 Added 0.53%
7,808 $572,000
Q1 2023

May 11, 2023
BUY
$65.21 - $77.8 $2,673 - $3,189
41 Added 0.53%
7,767 $548,000
Q4 2022

Jan 25, 2023
BUY
$66.83 - $73.54 $11,628 - $12,795
174 Added 2.3%
7,726 $0
Q2 2022

Aug 09, 2022
BUY
$75.39 - $99.18 $3,015 - $3,967
40 Added 0.53%
7,552 $604,000
Q1 2022

May 13, 2022
BUY
$88.05 - $98.21 $2,025 - $2,258
23 Added 0.31%
7,512 $720,000
Q4 2021

Feb 11, 2022
BUY
$86.13 - $98.23 $5,942 - $6,777
69 Added 0.93%
7,489 $736,000
Q2 2021

Aug 16, 2021
BUY
$75.32 - $84.85 $6,552 - $7,381
87 Added 1.19%
7,420 $618,000
Q1 2021

May 18, 2021
BUY
$65.28 - $76.16 $95,439 - $111,345
1,462 Added 24.9%
7,333 $543,000
Q4 2020

Mar 04, 2021
BUY
$59.11 - $69.37 $347,034 - $407,271
5,871 New
5,871 $398,000

Others Institutions Holding REZ

# of Institutions
190
Shares Held
8.76M
Call Options Held
5.7K
Put Options Held
7K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
Track This Portfolio

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email