Fonville Wealth Management LLC Ishares Tr Residential And Mul Transaction History

Fonville Wealth Management LLC

$444 Billion
Q3 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Fonville Wealth Management LLC holds 51,749 shares of REZ stock, worth $4.37 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

51,749

Previous 51,136 1.2%

Holding current value

$4.37 Million

Previous $4.21 Billion 4.43%

% of portfolio

0.99%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$81.06 - $85.23 $49,689 - $52,245	613 Added 1.2%	51,749 $4.4 Billion
Q2 2025 Aug 07, 2025	BUY	$76.14 - $86.35 $87,713 - $99,475	1,152 Added 2.3%	51,136 $4.21 Billion
Q1 2025 Apr 30, 2025	BUY	$78.21 - $88.48 $226,496 - $256,238	2,896 Added 6.15%	49,984 $4.2 Billion
Q4 2024 Jan 28, 2025	BUY	$79.04 - $89.77 $189,854 - $215,627	2,402 Added 5.38%	47,088 $3.82 Billion
Q3 2024 Oct 28, 2024	BUY	$76.42 - $91.19 $284,740 - $339,773	3,726 Added 9.1%	44,686 $3.97 Billion

Q2 2024 Jul 30, 2024	BUY	$68.06 - $77.1 $375,759 - $425,669	5,521 Added 15.58%	40,960 $3.15 Billion
Q1 2024 Apr 26, 2024	BUY	$67.66 - $74.45 $188,974 - $207,938	2,793 Added 8.56%	35,439 $2.55 Billion
Q4 2023 Jan 31, 2024	BUY	$61.4 - $74.46 $2 Million - $2.43 Million	32,646 New	32,646 $2.4 Billion

Others Institutions Holding REZ

# of Institutions

183

Shares Held

4.9M

Call Options Held

Put Options Held

7.8K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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Industry ETFs

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Fonville Wealth Management LLC Ishares Tr Residential And Mul Transaction History