Wealth Plan Investment Management, LLC Ishares Global Reit ETF Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 25,198 shares of REET stock, worth $618,358. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,198
Previous 26,051 3.27%
Holding current value
$618,358
Previous $695,000 13.24%
% of portfolio
0.06%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$23.43 - $26.54 $19,985 - $22,638
-853 Reduced 3.27%
25,198 $603,000
Q3 2024

Nov 05, 2024
BUY
$23.07 - $27.17 $600,996 - $707,805
26,051 New
26,051 $695,000
Q3 2023

Nov 09, 2023
BUY
$20.89 - $24.12 $554,921 - $640,723
26,564 New
26,564 $562,000
Q4 2022

Feb 15, 2023
SELL
$20.39 - $23.63 $6,585 - $7,632
-323 Reduced 1.19%
26,923 $611,000
Q3 2022

Dec 12, 2022
BUY
$20.93 - $26.78 $31,395 - $40,170
1,500 Added 5.83%
27,246 $629,000
Q1 2022

Sep 07, 2022
BUY
$27.43 - $30.48 $706,212 - $784,738
25,746 New
25,746 $713,000

Others Institutions Holding REET

# of Institutions
298
Shares Held
76.4M
Call Options Held
32.7K
Put Options Held
13.7K
View Full List

About ISHARES GLOBAL REIT ETF

REET Quotes by TradingView
  • Ticker REET
  • Sector ETFs
  • Industry ETFs
More about REET
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