Atria Wealth Solutions, Inc. Ishares Tr Residential And Mul Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

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 7,173 shares of REZ stock, worth $605,042. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,173
Previous 11,874 39.59%
Holding current value
$605,042
Previous $1.03 Million 42.5%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$76.14 - $86.35 $357,934 - $405,931
-4,701 Reduced 39.59%
7,173 $590,000
Q1 2025

May 09, 2025
SELL
$78.21 - $88.48 $620,205 - $701,646
-7,930 Reduced 40.04%
11,874 $1.03 Million
Q4 2024

Jan 31, 2025
BUY
$79.04 - $89.77 $745,584 - $846,800
9,433 Added 90.96%
19,804 $1.6 Million
Q3 2024

Nov 08, 2024
BUY
$76.42 - $91.19 $444,687 - $530,634
5,819 Added 127.83%
10,371 $921,000
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

# 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
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