Anderson Financial Strategies, LLC Ishares Tr Residential And Mul Transaction History

Anderson Financial Strategies, LLC

  • $169 Billion
  • Q3 2025

A detailed history of Anderson Financial Strategies, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 19,812 shares of REZ stock, worth $1.67 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
19,812
Previous 18,021 9.94%
Holding current value
$1.67 Million
Previous $1.48 Billion 13.44%
% of portfolio
1.0%
Previous 0.95%

Shares

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

Nov 04, 2025
BUY
$81.06 - $85.23 $145,178 - $152,646
1,791 Added 9.94%
19,812 $1.68 Billion
Q2 2025

Aug 11, 2025
SELL
$76.14 - $86.35 $10,583 - $12,002
-139 Reduced 0.77%
18,021 $1.48 Billion
Q1 2025

May 28, 2025
BUY
$78.21 - $88.48 $33,473 - $37,869
428 Added 2.41%
18,160 $1.57 Billion
Q4 2024

Feb 14, 2025
BUY
$79.04 - $89.77 $1.4 Million - $1.59 Million
17,732 New
17,732 $1.44 Billion

Others Institutions Holding REZ

# of Institutions
182
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 Anderson Financial Strategies, LLC Portfolio

Follow Anderson Financial Strategies, 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 Anderson Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anderson Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email