Plan Group Financial, LLC Ishares Tr Residential And Mul Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Plan Group Financial, LLC holds 67,368 shares of REZ stock, worth $5.68 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
67,368
Previous 66,102 1.92%
Holding current value
$5.68 Million
Previous $5.44 Million 5.18%
% of portfolio
1.61%
Previous 1.85%

Shares

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

Oct 27, 2025
BUY
$81.06 - $85.23 $102,621 - $107,901
1,266 Added 1.92%
67,368 $5.72 Million
Q2 2025

Aug 13, 2025
SELL
$76.14 - $86.35 $309,280 - $350,753
-4,062 Reduced 5.79%
66,102 $5.44 Million
Q1 2025

May 09, 2025
BUY
$78.21 - $88.48 $1.6 Million - $1.81 Million
20,512 Added 41.31%
70,164 $6.06 Million
Q4 2024

Jan 31, 2025
BUY
$79.04 - $89.77 $7,904 - $8,977
100 Added 0.2%
49,652 $4.02 Million
Q3 2024

Oct 22, 2024
BUY
$76.42 - $91.19 $189,903 - $226,607
2,485 Added 5.28%
49,552 $4.4 Million
Q2 2024

Aug 05, 2024
BUY
$68.06 - $77.1 $213,368 - $241,708
3,135 Added 7.14%
47,067 $3.62 Million
Q1 2024

Apr 26, 2024
BUY
$67.66 - $74.45 $423,551 - $466,057
6,260 Added 16.62%
43,932 $3.17 Million
Q4 2023

Jan 29, 2024
SELL
$61.4 - $74.46 $734,037 - $890,169
-11,955 Reduced 24.09%
37,672 $2.77 Million
Q3 2023

Nov 13, 2023
BUY
$65.29 - $76.0 $2.02 Million - $2.35 Million
30,921 Added 165.3%
49,627 $3.27 Million
Q2 2023

Aug 10, 2023
BUY
$68.53 - $73.43 $1.28 Million - $1.37 Million
18,706 New
18,706 $1.37 Million

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 Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email