Comprehensive Wealth Management, LLC Ishares Global Reit ETF Transaction History

Comprehensive Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 18,823 shares of REET stock, worth $453,634. This represents 0.35% of its overall portfolio holdings.

Number of Shares
18,823
Previous 16,762 12.3%
Holding current value
$453,634
Previous $405,000 9.88%
% of portfolio
0.35%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$22.72 - $24.32 $46,825 - $50,123
2,061 Added 12.3%
18,823 $445,000
Q4 2023

Jan 12, 2024
SELL
$19.81 - $24.56 $18,245 - $22,619
-921 Reduced 5.21%
16,762 $405,000
Q3 2023

Jan 12, 2024
BUY
$20.89 - $24.12 $13,662 - $15,774
654 Added 3.84%
17,683 $374,000
Q2 2023

Jan 12, 2024
BUY
$21.94 - $23.31 $16,147 - $17,156
736 Added 4.52%
17,029 $391,000
Q1 2023

Jan 12, 2024
BUY
$21.44 - $25.55 $349,321 - $416,286
16,293 New
16,293 $373,000

Others Institutions Holding REET

# of Institutions
288
Shares Held
73.7M
Call Options Held
13.4K
Put Options Held
12.7K
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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