Strategic Wealth Partners, Ltd. Ishares Tr Residential And Mul Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 268 shares of REZ stock, worth $22,605. This represents 0.0% of its overall portfolio holdings.

Number of Shares
268
Previous 267 0.37%
Holding current value
$22,605
Previous $21,000 4.76%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$81.06 - $85.23 $81 - $85
1 Added 0.37%
268 $22,000
Q2 2025

Aug 11, 2025
BUY
$76.14 - $86.35 $20,329 - $23,055
267 New
267 $21,000
Q2 2022

Aug 22, 2022
SELL
$75.39 - $99.18 $3.72 Million - $4.89 Million
-49,323 Closed
0 $0
Q1 2022

May 19, 2022
BUY
$88.05 - $98.21 $4.34 Million - $4.84 Million
49,323 New
49,323 $0

Others Institutions Holding REZ

# of Institutions
183
Shares Held
4.9M
Call Options Held
0
Put Options Held
7.8K
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 Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email