Family Wealth Group, LLC Ishares Global Reit ETF Transaction History

Family Wealth Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$23.24 - $25.16 $242,486 - $262,519	-10,434 Closed	0 $0
Q4 2024 May 14, 2025	SELL	$23.43 - $26.54 $2,858 - $3,237	-122 Reduced 1.16%	10,434 $250,000
Q3 2024 Apr 01, 2025	BUY	$23.07 - $27.17 $40,510 - $47,710	1,756 Added 19.95%	10,556 $281,000
Q3 2024 Nov 14, 2024	BUY	$23.07 - $27.17 $1,176 - $1,385	51 Added 0.57%	8,940 $238,000
Q2 2024 Apr 01, 2025	SELL	$21.86 - $23.58 $3,060 - $3,301	-140 Reduced 1.57%	8,800 $204,000
Q2 2024 Aug 14, 2024	BUY	$21.86 - $23.58 $194,313 - $209,602	8,889 New	8,889 $206,000

321

77M

5.6K

200

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