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 13,899 shares of REET stock, worth $332,047. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,899
Previous 13,899 -0.0%
Holding current value
$332,047
Previous $323,000 14.55%
% of portfolio
0.16%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
$21.86 - $23.58 $8,088 - $8,724
-370 Reduced 2.59%
13,899 $323,000
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
$20.39 - $23.63 $406,780 - $471,418
19,950 New
19,950 $453,000

Others Institutions Holding REET

About ISHARES GLOBAL REIT ETF


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