Fonville Wealth Management LLC Ishares Tr Residential And Mul Transaction History

Fonville Wealth Management LLC

  • $489 Billion
  • Q4 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 54,964 shares of REZ stock, worth $4.64 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
54,964
Previous 51,749 6.21%
Holding current value
$4.64 Million
Previous $4.4 Billion 3.3%
% of portfolio
0.93%
Previous 0.99%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$81.26 - $85.37 $261,250 - $274,464
3,215 Added 6.21%
54,964 $4.54 Billion
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
182
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
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management 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 Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email