A detailed history of Archetype Wealth Partners transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Archetype Wealth Partners holds 125,912 shares of REET stock, worth $3.26 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
125,912
Previous 124,945 0.77%
Holding current value
$3.26 Million
Previous $2.91 Million 15.7%
% of portfolio
0.49%
Previous 0.47%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$23.07 - $27.17 $22,308 - $26,273
967 Added 0.77%
125,912 $3.36 Million
Q2 2024

Aug 15, 2024

BUY
$21.86 - $23.58 $68,815 - $74,229
3,148 Added 2.58%
124,945 $2.91 Million
Q1 2024

May 14, 2024

SELL
$22.72 - $24.32 $36,920 - $39,520
-1,625 Reduced 1.32%
121,797 $2.88 Million
Q4 2023

Feb 14, 2024

BUY
$19.81 - $24.56 $73,891 - $91,608
3,730 Added 3.12%
123,422 $2.98 Million
Q3 2023

Nov 13, 2023

SELL
$20.89 - $24.12 $162,691 - $187,846
-7,788 Reduced 6.11%
119,692 $2.53 Million
Q2 2023

Aug 14, 2023

BUY
$21.94 - $23.31 $866,805 - $920,931
39,508 Added 44.91%
127,480 $2.93 Million
Q1 2023

May 10, 2023

BUY
$21.44 - $25.55 $1.39 Million - $1.66 Million
64,941 Added 281.97%
87,972 $2.02 Million
Q4 2022

Feb 14, 2023

BUY
$20.39 - $23.63 $469,602 - $544,222
23,031 New
23,031 $523,000

Others Institutions Holding REET

About ISHARES GLOBAL REIT ETF


  • Ticker REET
  • Sector ETFs
  • Industry ETFs
More about REET
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