M Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

M Wealth Management, LLC

  • $114 Billion
  • Q3 2025

A detailed history of M Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, M Wealth Management, LLC holds 13,909 shares of REZ stock, worth $1.17 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
13,909
Previous 13,672 1.73%
Holding current value
$1.17 Million
Previous $1.13 Billion 4.98%
% of portfolio
1.04%
Previous 1.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$81.06 - $85.23 $19,211 - $20,199
237 Added 1.73%
13,909 $1.18 Billion
Q2 2025

Aug 11, 2025
BUY
$76.14 - $86.35 $13,172 - $14,938
173 Added 1.28%
13,672 $1.13 Billion
Q1 2025

May 14, 2025
SELL
$78.21 - $88.48 $45,909 - $51,937
-587 Reduced 4.17%
13,499 $1.17 Billion
Q4 2024

Jan 23, 2025
BUY
$79.04 - $89.77 $1.11 Million - $1.26 Million
14,086 New
14,086 $1.14 Billion

Others Institutions Holding REZ

# of Institutions
185
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 M Wealth Management, LLC Portfolio

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

News

Stay updated on M Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email