Tobias Financial Advisors, Inc. Ishares Tr Residential And Mul Transaction History

Tobias Financial Advisors, Inc.

$569 Million
Q2 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 179,376 shares of REZ stock, worth $15 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

179,376

Previous 312,427 42.59%

Holding current value

$15 Million

Previous $27 Million 45.3%

% of portfolio

2.6%

Previous 5.41%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$76.14 - $86.35 $10.1 Million - $11.5 Million	-133,051 Reduced 42.59%	179,376 $14.8 Million
Q1 2025 May 15, 2025	BUY	$78.21 - $88.48 $1.43 Million - $1.62 Million	18,298 Added 6.22%	312,427 $27 Million
Q4 2024 Feb 13, 2025	BUY	$79.04 - $89.77 $23.2 Million - $26.4 Million	294,129 New	294,129 $23.8 Million

Others Institutions Holding REZ

# of Institutions

188

Shares Held

4.83M

Call Options Held

3.1K

Put Options Held

9.1K

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About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

More about REZ

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Tobias Financial Advisors, Inc. Ishares Tr Residential And Mul Transaction History