A detailed history of Beirne Wealth Consulting Services, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Beirne Wealth Consulting Services, LLC holds 3,104 shares of REZ stock, worth $270,079. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,104
Previous 3,088 0.52%
Holding current value
$270,079
Previous $223 Million 7.38%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Aug 12, 2024

BUY
$68.06 - $77.1 $1,088 - $1,233
16 Added 0.52%
3,104 $239 Million
Q1 2024

May 13, 2024

BUY
$67.66 - $74.45 $947 - $1,042
14 Added 0.46%
3,088 $223 Million
Q4 2023

Feb 06, 2024

BUY
$61.4 - $74.46 $3,745 - $4,542
61 Added 2.02%
3,074 $226 Million
Q2 2023

Aug 03, 2023

SELL
$68.53 - $73.43 $241,157 - $258,400
-3,519 Reduced 53.87%
3,013 $221 Million
Q1 2023

May 10, 2023

BUY
$65.21 - $77.8 $2,282 - $2,723
35 Added 0.54%
6,532 $461 Million
Q4 2022

Feb 08, 2023

BUY
$66.83 - $73.54 $4,678 - $5,147
70 Added 1.09%
6,497 $444,000
Q3 2022

Nov 07, 2022

BUY
$70.67 - $88.84 $5,229 - $6,574
74 Added 1.16%
6,427 $462,000
Q2 2022

Jul 13, 2022

SELL
$75.39 - $99.18 $473,901 - $623,445
-6,286 Reduced 49.73%
6,353 $508,000
Q1 2022

May 10, 2022

BUY
$88.05 - $98.21 $3,433 - $3,830
39 Added 0.31%
12,639 $1.21 Million
Q4 2021

Feb 03, 2022

BUY
$86.13 - $98.23 $1.09 Million - $1.24 Million
12,600 New
12,600 $1.24 Million

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


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

Track Beirne Wealth Consulting Services, LLC Portfolio

Follow Beirne Wealth Consulting Services, 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 Beirne Wealth Consulting Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beirne Wealth Consulting Services, LLC with notifications on news.