Forum Financial Management, LP Ishares Global Reit ETF Transaction History

Forum Financial Management, LP

$5.76 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	SELL	$21.86 - $23.58 $37,336 - $40,274	-1,708 Reduced 16.21%	8,827 $205,000
Q1 2024 May 09, 2024	SELL	$22.72 - $24.32 $19,993 - $21,401	-880 Reduced 7.71%	10,535 $249,000
Q4 2023 Feb 07, 2024	SELL	$19.81 - $24.56 $167,037 - $207,089	-8,432 Reduced 42.49%	11,415 $276,000
Q3 2023 Nov 03, 2023	BUY	$20.89 - $24.12 $188,406 - $217,538	9,019 Added 83.29%	19,847 $420,000
Q2 2023 Jul 26, 2023	SELL	$21.94 - $23.31 $39,162 - $41,608	-1,785 Reduced 14.15%	10,828 $248,000
Q1 2023 Apr 19, 2023	BUY	$21.44 - $25.55 $23,133 - $27,568	1,079 Added 9.35%	12,613 $289,000
Q4 2022 Jan 24, 2023	SELL	$20.39 - $23.63 $213,279 - $247,169	-10,460 Reduced 47.56%	11,534 $0
Q3 2022 Nov 07, 2022	BUY	$20.93 - $26.78 $460,334 - $588,999	21,994 New	21,994 $468,000

Others Institutions Holding REET

# of Institutions

320

Shares Held

77.1M

Call Options Held

5.6K

Put Options Held

200

About ISHARES GLOBAL REIT ETF

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