Retirement Planning CO Of New England, Inc. Ishares Tr Residential And Mul Transaction History

Retirement Planning CO Of New England, Inc.

$216 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$88.05 - $98.21 $44,113 - $49,203	-501 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$86.13 - $98.23 $43,151 - $49,213	501 New	501 $49,000

Others Institutions Holding REZ

# of Institutions

183

Shares Held

4.79M

Call Options Held

3.1K

Put Options Held

9.1K

Morgan Stanley New York, NY

529K
Shares

$44.6 Million
0.0% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

475K
Shares

$40 Million
10.21% of portfolio
Northwestern Mutual Wealth Management CO

293K
Shares

$24.7 Million
0.02% of portfolio
Aprio Wealth Management, LLC

254K
Shares

$21.4 Million
2.59% of portfolio
Tobias Financial Advisors, Inc. Plantation, FL

179K
Shares

$15.1 Million
2.6% of portfolio

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About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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