A detailed history of Bard Associates Inc transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Bard Associates Inc holds 6,608 shares of REZ stock, worth $537,825. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,608
Previous 3,559 85.67%
Holding current value
$537,825
Previous $274,000 113.87%
% of portfolio
0.22%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$76.42 - $91.19 $233,004 - $278,038
3,049 Added 85.67%
6,608 $586,000
Q2 2024

Aug 12, 2024

BUY
$68.06 - $77.1 $6,806 - $7,709
100 Added 2.89%
3,559 $274,000
Q4 2023

Feb 13, 2024

BUY
$61.4 - $74.46 $22,104 - $26,805
360 Added 11.62%
3,459 $254,000
Q3 2023

Nov 13, 2023

SELL
$65.29 - $76.0 $3,917 - $4,560
-60 Reduced 1.9%
3,099 $204,000
Q1 2023

May 12, 2023

BUY
$65.21 - $77.8 $8,151 - $9,725
125 Added 4.12%
3,159 $223,000
Q3 2022

Nov 09, 2022

SELL
$70.67 - $88.84 $7,561 - $9,505
-107 Reduced 3.41%
3,034 $218,000
Q2 2022

Aug 11, 2022

BUY
$75.39 - $99.18 $45,234 - $59,508
600 Added 23.61%
3,141 $251,000
Q1 2022

May 11, 2022

BUY
$88.05 - $98.21 $33,018 - $36,828
375 Added 17.31%
2,541 $244,000
Q4 2021

Feb 14, 2022

BUY
$86.13 - $98.23 $186,557 - $212,766
2,166 New
2,166 $213,000

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
Track This Portfolio

Track Bard Associates Inc Portfolio

Follow Bard Associates Inc 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 Bard Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bard Associates Inc with notifications on news.