A detailed history of H&H Retirement Design & Management Inc transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 13,328 shares of REZ stock, worth $1.08 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
13,328
Previous 13,273 0.41%
Holding current value
$1.08 Million
Previous $1.02 Million 15.87%
% of portfolio
0.7%
Previous 0.65%

Shares

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

Oct 16, 2024

BUY
$76.42 - $91.19 $4,203 - $5,015
55 Added 0.41%
13,328 $1.18 Million
Q2 2024

Jul 23, 2024

BUY
$68.06 - $77.1 $5,036 - $5,705
74 Added 0.56%
13,273 $1.02 Million
Q1 2024

Apr 23, 2024

SELL
$67.66 - $74.45 $100,881 - $111,004
-1,491 Reduced 10.15%
13,199 $951,000
Q4 2023

Feb 09, 2024

SELL
$61.4 - $74.46 $328,244 - $398,063
-5,346 Reduced 26.68%
14,690 $1.08 Million
Q3 2023

Oct 16, 2023

BUY
$65.29 - $76.0 $5,092 - $5,928
78 Added 0.39%
20,036 $1.32 Million
Q2 2023

Jul 14, 2023

SELL
$68.53 - $73.43 $15,898 - $17,035
-232 Reduced 1.15%
19,958 $1.46 Million
Q1 2023

Apr 14, 2023

BUY
$65.21 - $77.8 $1.32 Million - $1.57 Million
20,190 New
20,190 $1.43 Million

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


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

Track H&H Retirement Design & Management Inc Portfolio

Follow H&H Retirement Design & Management 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 H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.