Aprio Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 177,814 shares of REZ stock, worth $15 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
177,814
Previous 253,861 29.96%
Holding current value
$15 Million
Previous $20.9 Million 27.72%
% of portfolio
1.68%
Previous 2.59%

Shares

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

Nov 12, 2025
SELL
$81.06 - $85.23 $6.16 Million - $6.48 Million
-76,047 Reduced 29.96%
177,814 $15.1 Million
Q2 2025

Aug 14, 2025
SELL
$76.14 - $86.35 $3.57 Million - $4.05 Million
-46,892 Reduced 15.59%
253,861 $20.9 Million
Q1 2025

May 15, 2025
SELL
$78.21 - $88.48 $192,474 - $217,749
-2,461 Reduced 0.81%
300,753 $26 Million
Q4 2024

Jan 10, 2025
BUY
$79.04 - $89.77 $3.61 Million - $4.1 Million
45,685 Added 17.74%
303,214 $24.6 Million
Q3 2024

Oct 07, 2024
BUY
$76.42 - $91.19 $19.7 Million - $23.5 Million
257,529 New
257,529 $22.9 Million

Others Institutions Holding REZ

# of Institutions
186
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
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