A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Plan Group Financial, LLC holds 49,552 shares of REZ stock, worth $4.45 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
49,552
Previous 47,067 5.28%
Holding current value
$4.45 Million
Previous $3.62 Million 21.47%
% of portfolio
2.35%
Previous 2.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$76.42 - $91.19 $189,903 - $226,607
2,485 Added 5.28%
49,552 $4.4 Million
Q2 2024

Aug 05, 2024

BUY
$68.06 - $77.1 $213,368 - $241,708
3,135 Added 7.14%
47,067 $3.62 Million
Q1 2024

Apr 26, 2024

BUY
$67.66 - $74.45 $423,551 - $466,057
6,260 Added 16.62%
43,932 $3.17 Million
Q4 2023

Jan 29, 2024

SELL
$61.4 - $74.46 $734,037 - $890,169
-11,955 Reduced 24.09%
37,672 $2.77 Million
Q3 2023

Nov 13, 2023

BUY
$65.29 - $76.0 $2.02 Million - $2.35 Million
30,921 Added 165.3%
49,627 $3.27 Million
Q2 2023

Aug 10, 2023

BUY
$68.53 - $73.43 $1.28 Million - $1.37 Million
18,706 New
18,706 $1.37 Million

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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