Fonville Wealth Management LLC Ishares Tr Residential And Mul Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

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 44,686 shares of REZ stock, worth $3.6 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
44,686
Previous 40,960 9.1%
Holding current value
$3.6 Million
Previous $3.15 Billion 25.86%
% of portfolio
1.37%
Previous 1.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
167
Shares Held
7.33M
Call Options Held
6.7K
Put Options Held
10.8K
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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