Strategic Financial Concepts, LLC Ishares Tr Residential And Mul Transaction History

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 12,609 shares of REZ stock, worth $1.06 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,609
Previous 13,623 7.44%
Holding current value
$1.06 Million
Previous $1.12 Billion 4.49%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 12, 2025
SELL
$81.06 - $85.23 $82,194 - $86,423
-1,014 Reduced 7.44%
12,609 $1.07 Billion
Q2 2025

Aug 05, 2025
SELL
$76.14 - $86.35 $13,172 - $14,938
-173 Reduced 1.25%
13,623 $1.12 Billion
Q1 2025

Apr 28, 2025
BUY
$78.21 - $88.48 $57,093 - $64,590
730 Added 5.59%
13,796 $1.19 Billion
Q4 2024

Jan 30, 2025
SELL
$79.04 - $89.77 $82.6 Million - $93.9 Million
-1,045,541 Reduced 98.77%
13,066 $1.06 Billion
Q4 2024

Jan 27, 2025
BUY
$79.04 - $89.77 $82.6 Million - $93.9 Million
1,045,585 Added 8029.37%
1,058,607 $1.06 Billion
Q3 2024

Nov 12, 2024
SELL
$76.42 - $91.19 $84 Million - $100 Million
-1,098,613 Reduced 98.83%
13,022 $1.16 Billion
Q2 2024

Aug 06, 2024
BUY
$68.06 - $77.1 $74.7 Million - $84.6 Million
1,097,570 Added 7803.55%
1,111,635 $13.8 Million
Q1 2024

Apr 22, 2024
BUY
$67.66 - $74.45 $951,637 - $1.05 Million
14,065 New
14,065 $1.01 Billion
Q3 2023

Nov 07, 2023
BUY
$65.29 - $76.0 $345,122 - $401,736
5,286 Added 72.56%
12,571 $829 Million
Q2 2023

Sep 06, 2023
BUY
$68.53 - $73.43 $11,924 - $12,776
174 Added 2.45%
7,285 $534 Million
Q1 2023

Sep 06, 2023
BUY
$65.21 - $77.8 $463,708 - $553,235
7,111 New
7,111 $502 Million

Others Institutions Holding REZ

# of Institutions
185
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 Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC 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 Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email