Plan Group Financial, LLC Ishares Tr Residential And Mul Transaction History

Plan Group Financial, LLC

$295 Million
Q2 2025

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 66,102 shares of REZ stock, worth $5.51 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

66,102

Previous 70,164 5.79%

Holding current value

$5.51 Million

Previous $6.06 Million 10.24%

% of portfolio

1.85%

Previous 2.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$76.14 - $86.35 $309,280 - $350,753	-4,062 Reduced 5.79%	66,102 $5.44 Million
Q1 2025 May 09, 2025	BUY	$78.21 - $88.48 $1.6 Million - $1.81 Million	20,512 Added 41.31%	70,164 $6.06 Million
Q4 2024 Jan 31, 2025	BUY	$79.04 - $89.77 $7,904 - $8,977	100 Added 0.2%	49,652 $4.02 Million
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

# of Institutions

184

Shares Held

4.8M

Call Options Held

3.1K

Put Options Held

9.1K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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Plan Group Financial, LLC Ishares Tr Residential And Mul Transaction History