Navis Wealth Advisors, LLC Ishares Tr Residential And Mul Transaction History

Navis Wealth Advisors, LLC

  • $129 Million
  • Q3 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 4,614 shares of REZ stock, worth $389,190. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,614
Previous 4,587 0.59%
Holding current value
$389,190
Previous $377,000 3.98%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Nov 14, 2025
BUY
$81.06 - $85.23 $2,188 - $2,301
27 Added 0.59%
4,614 $392,000
Q2 2025

Aug 13, 2025
BUY
$76.14 - $86.35 $2,131 - $2,417
28 Added 0.61%
4,587 $377,000
Q1 2025

Apr 23, 2025
BUY
$78.21 - $88.48 $1,564 - $1,769
20 Added 0.44%
4,559 $393,000
Q4 2024

Jan 21, 2025
SELL
$79.04 - $89.77 $280,592 - $318,683
-3,550 Reduced 43.89%
4,539 $367,000
Q3 2024

Oct 24, 2024
BUY
$76.42 - $91.19 $3,438 - $4,103
45 Added 0.56%
8,089 $718,000
Q2 2024

Aug 02, 2024
BUY
$68.06 - $77.1 $2,858 - $3,238
42 Added 0.52%
8,044 $619,000
Q1 2024

Apr 29, 2024
BUY
$67.66 - $74.45 $2,300 - $2,531
34 Added 0.43%
8,002 $576,000
Q4 2023

Feb 05, 2024
BUY
$61.4 - $74.46 $9,824 - $11,913
160 Added 2.05%
7,968 $585,000
Q2 2023

Jul 13, 2023
BUY
$68.53 - $73.43 $2,809 - $3,010
41 Added 0.53%
7,808 $572,000
Q1 2023

May 11, 2023
BUY
$65.21 - $77.8 $2,673 - $3,189
41 Added 0.53%
7,767 $548,000
Q4 2022

Jan 25, 2023
BUY
$66.83 - $73.54 $11,628 - $12,795
174 Added 2.3%
7,726 $0
Q2 2022

Aug 09, 2022
BUY
$75.39 - $99.18 $3,015 - $3,967
40 Added 0.53%
7,552 $604,000
Q1 2022

May 13, 2022
BUY
$88.05 - $98.21 $2,025 - $2,258
23 Added 0.31%
7,512 $720,000
Q4 2021

Feb 11, 2022
BUY
$86.13 - $98.23 $5,942 - $6,777
69 Added 0.93%
7,489 $736,000
Q2 2021

Aug 16, 2021
BUY
$75.32 - $84.85 $6,552 - $7,381
87 Added 1.19%
7,420 $618,000
Q1 2021

May 18, 2021
BUY
$65.28 - $76.16 $95,439 - $111,345
1,462 Added 24.9%
7,333 $543,000
Q4 2020

Mar 04, 2021
BUY
$59.11 - $69.37 $347,034 - $407,271
5,871 New
5,871 $398,000

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
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