Comprehensive Wealth Management, LLC Ishares Global Reit ETF Transaction History

Comprehensive Wealth Management, LLC

$128 Million
Q3 2025

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 35,623 shares of REET stock, worth $897,699. This represents 0.71% of its overall portfolio holdings.

Number of Shares

35,623

Previous 26,241 35.75%

Holding current value

$897,699

Previous $648,000 40.43%

% of portfolio

0.71%

Previous 0.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.45 - $25.91 $229,389 - $243,087	9,382 Added 35.75%	35,623 $910,000
Q2 2025 Aug 11, 2025	BUY	$21.59 - $25.16 $566,543 - $660,223	26,241 New	26,241 $648,000
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

332

Shares Held

70.9M

Call Options Held

5.6K

Put Options Held

200

View Full List

About ISHARES GLOBAL REIT ETF

Ticker REET
Sector ETFs
Industry ETFs

More about REET

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Comprehensive Wealth Management, LLC Ishares Global Reit ETF Transaction History