A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,552 shares of REZ stock, worth $397,799. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,552
Previous 4,843 6.01%
Holding current value
$397,799
Previous $349,000 0.29%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$68.06 - $77.1 $19,805 - $22,436
-291 Reduced 6.01%
4,552 $350,000
Q1 2024

May 13, 2024

BUY
$67.66 - $74.45 $1,082 - $1,191
16 Added 0.33%
4,843 $349,000
Q4 2023

Feb 02, 2024

BUY
$61.4 - $74.46 $4,420 - $5,361
72 Added 1.51%
4,827 $354,000
Q2 2023

Aug 03, 2023

BUY
$68.53 - $73.43 $11,444 - $12,262
167 Added 3.64%
4,755 $348,000
Q1 2023

Aug 22, 2023

SELL
$65.21 - $77.8 $21,388 - $25,518
-328 Reduced 6.9%
4,427 $312,000
Q1 2023

Jun 14, 2023

BUY
$65.21 - $77.8 $10,498 - $12,525
161 Added 3.64%
4,588 $324,000
Q1 2023

May 10, 2023

SELL
$65.21 - $77.8 $10,498 - $12,525
-161 Reduced 3.51%
4,427 $312,000
Q4 2022

Aug 30, 2023

SELL
$66.83 - $73.54 $11,160 - $12,281
-167 Reduced 3.51%
4,588 $313,000
Q4 2022

Feb 13, 2023

SELL
$66.83 - $73.54 $791,735 - $871,228
-11,847 Reduced 72.08%
4,588 $313,000
Q3 2022

Feb 13, 2023

BUY
$70.67 - $88.84 $24,946 - $31,360
353 Added 2.2%
16,435 $0
Q3 2022

Nov 14, 2022

BUY
$70.67 - $88.84 $27,985 - $35,180
396 Added 2.52%
16,082 $1.26 Million
Q2 2022

Aug 15, 2022

BUY
$75.39 - $99.18 $98,459 - $129,529
1,306 Added 9.08%
15,686 $1.26 Million
Q1 2022

May 16, 2022

BUY
$88.05 - $98.21 $1.27 Million - $1.41 Million
14,380 New
14,380 $1.38 Million

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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