Spire Wealth Management Ishares Tr Residential And Mul Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Spire Wealth Management holds 135 shares of REZ stock, worth $11,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares

135

Previous 406 66.75%

Holding current value

$11,040

Previous $35,000 68.57%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$76.14 - $86.35 $20,633 - $23,400	-271 Reduced 66.75%	135 $11,000
Q1 2025 Apr 23, 2025	BUY	$78.21 - $88.48 $3,910 - $4,424	50 Added 14.04%	406 $35,000
Q4 2024 Jan 24, 2025	BUY	$79.04 - $89.77 $10,433 - $11,849	132 Added 58.93%	356 $28,000
Q3 2024 Oct 15, 2024	BUY	$76.42 - $91.19 $611 - $729	8 Added 3.7%	224 $19,000
Q2 2024 Jul 31, 2024	BUY	$68.06 - $77.1 $4,696 - $5,319	69 Added 46.94%	216 $16,000
Q1 2023 May 09, 2023	SELL	$65.21 - $77.8 $7,759 - $9,258	-119 Reduced 44.74%	147 $10,000
Q3 2022 Nov 07, 2022	SELL	$70.67 - $88.84 $848 - $1,066	-12 Reduced 4.32%	266 $19,000
Q1 2022 Apr 18, 2022	BUY	$88.05 - $98.21 $1,056 - $1,178	12 Added 4.51%	278 $27,000
Q4 2021 Jan 14, 2022	BUY	$86.13 - $98.23 $11,283 - $12,868	131 Added 97.04%	266 $26,000
Q2 2021 Jul 26, 2021	BUY	$75.32 - $84.85 $10,168 - $11,454	135 New	135 $11,000

Others Institutions Holding REZ

# of Institutions

183

Shares Held

4.69M

Call Options Held

3.6K

Put Options Held

9.1K

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About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Tr Residential And Mul Transaction History