Sea Crest Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

Sea Crest Wealth Management, LLC

$882 Million
Q3 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 7,580 shares of REZ stock, worth $639,373. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,580

Previous 7,499 1.08%

Holding current value

$639,373

Previous $617,000 4.38%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$81.06 - $85.23 $6,565 - $6,903	81 Added 1.08%	7,580 $644,000
Q2 2025 Jul 11, 2025	BUY	$76.14 - $86.35 $11,344 - $12,866	149 Added 2.03%	7,499 $617,000
Q1 2025 Apr 11, 2025	SELL	$78.21 - $88.48 $117,471 - $132,896	-1,502 Reduced 16.97%	7,350 $630,000
Q4 2024 Jan 14, 2025	SELL	$79.04 - $89.77 $220,047 - $249,919	-2,784 Reduced 23.93%	8,852 $717,000
Q3 2024 Oct 16, 2024	BUY	$76.42 - $91.19 $889,223 - $1.06 Million	11,636 New	11,636 $1.03 Million

Q2 2022 Aug 09, 2022	BUY	$75.39 - $99.18 $65,061 - $85,592	863 New	863 $69,000
Q2 2019 Jul 19, 2019	SELL	N/A	-231 Closed	0 $0
Q1 2019 May 10, 2019	BUY	N/A	231 New	231 $16,000

Others Institutions Holding REZ

# of Institutions

185

Shares Held

4.9M

Call Options Held

Put Options Held

7.8K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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Sea Crest Wealth Management, LLC Ishares Tr Residential And Mul Transaction History