Cypress Point Wealth Management, LLC Ishares Global Reit ETF Transaction History

Cypress Point Wealth Management, LLC

  • $178 Million
  • Q1 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 14,269 shares of REET stock, worth $348,877. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,269
Previous 16,216 12.01%
Holding current value
$348,877
Previous $392,000 14.03%
% of portfolio
0.19%
Previous 0.3%

Shares

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

May 07, 2024
SELL
$22.72 - $24.32 $44,235 - $47,351
-1,947 Reduced 12.01%
14,269 $337,000
Q4 2023

Jan 17, 2024
SELL
$19.81 - $24.56 $55,151 - $68,375
-2,784 Reduced 14.65%
16,216 $392,000
Q3 2023

Oct 31, 2023
SELL
$20.89 - $24.12 $19,845 - $22,914
-950 Reduced 4.76%
19,000 $402,000
Q4 2022

Feb 01, 2023
BUY
$21.84 - $23.63 $435,708 - $471,418
19,950 New
19,950 $453,000

Others Institutions Holding REET

# of Institutions
289
Shares Held
73.8M
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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