Wealth Plan Partners, LLC Ishares Global Reit ETF Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$21.86 - $23.58 $20,876 - $22,518	955 Added 3.72%	26,659 $620 Million
Q1 2024 May 07, 2024	SELL	$22.72 - $24.32 $590 - $632	-26 Reduced 0.1%	25,704 $609 Million
Q4 2023 Jan 05, 2024	SELL	$19.81 - $24.56 $16,521 - $20,483	-834 Reduced 3.14%	25,730 $622 Million
Q3 2023 Nov 01, 2023	SELL	$20.89 - $24.12 $208 - $241	-10 Reduced 0.04%	26,564 $562 Million
Q2 2023 Jul 31, 2023	SELL	$21.94 - $23.31 $17,376 - $18,461	-792 Reduced 2.89%	26,574 $610 Million
Q1 2023 May 10, 2023	BUY	$21.44 - $25.55 $9,497 - $11,318	443 Added 1.65%	27,366 $628 Million
Q4 2022 Feb 16, 2023	BUY	$20.39 - $23.63 $23,999 - $27,812	1,177 Added 4.57%	26,923 $662 Million
Q1 2022 May 03, 2022	SELL	$27.43 - $30.48 $4,443 - $4,937	-162 Reduced 0.63%	25,746 $713,000
Q4 2021 Feb 01, 2022	SELL	$27.64 - $30.61 $2,764 - $3,061	-100 Reduced 0.38%	25,908 $742,000
Q3 2021 Dec 09, 2021	BUY	$27.41 - $29.78 $6,304 - $6,849	230 Added 0.89%	26,008 $712,000
Q2 2021 Aug 19, 2021	SELL	$25.9 - $28.81 $30,821 - $34,283	-1,190 Reduced 4.41%	25,778 $742,000
Q1 2021 May 11, 2021	SELL	$23.2 - $26.09 $56,167 - $63,163	-2,421 Reduced 8.24%	26,968 $731,000
Q4 2020 Feb 09, 2021	SELL	$20.19 - $24.01 $2,463 - $2,929	-122 Reduced 0.41%	29,389 $715,000
Q3 2020 Dec 18, 2020	SELL	$20.27 - $22.2 $30,445 - $33,344	-1,502 Reduced 4.84%	29,511 $667,000
Q2 2020 Aug 19, 2020	SELL	$17.29 - $23.44 $1,071 - $1,453	-62 Reduced 0.2%	31,013 $671,000
Q1 2020 May 15, 2020	BUY	$15.98 - $28.84 $62,449 - $112,706	3,908 Added 14.39%	31,075 $575,000
Q4 2019 Feb 14, 2020	SELL	$26.72 - $28.85 $7,454 - $8,049	-279 Reduced 1.02%	27,167 $774,000
Q3 2019 Nov 15, 2019	SELL	$26.42 - $28.09 $13,447 - $14,297	-509 Reduced 1.82%	27,446 $761,000
Q2 2019 Aug 19, 2019	SELL	$26.07 - $27.37 $14,990 - $15,737	-575 Reduced 2.02%	27,955 $757,000
Q1 2019 May 16, 2019	BUY	$23.14 - $26.77 $12,379 - $14,321	535 Added 1.91%	28,530 $765,000
Q4 2018 Feb 20, 2019	SELL	$22.86 - $25.64 $7,040 - $7,897	-308 Reduced 1.09%	27,995 $737,000
Q3 2018 Nov 21, 2018	BUY	$25.0 - $26.45 $5,475 - $5,792	219 Added 0.78%	28,303 $704,000
Q2 2018 Aug 16, 2018	BUY	$24.19 - $25.78 $1,911 - $2,036	79 Added 0.28%	28,084 $720,000
Q1 2018 May 16, 2018	BUY	$23.55 - $26.09 $659,517 - $730,650	28,005 New	28,005 $688,000

Others Institutions Holding REET

# of Institutions

294

Shares Held

74.6M

Call Options Held

32.7K

Put Options Held

13.7K

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About ISHARES GLOBAL REIT ETF

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