A detailed history of Foundation Wealth Management, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 52,539 shares of REET stock, worth $1.27 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
52,539
Previous 56,032 6.23%
Holding current value
$1.27 Million
Previous $1.3 Billion 7.64%
% of portfolio
1.06%
Previous 1.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$23.07 - $27.17 $80,583 - $94,904
-3,493 Reduced 6.23%
52,539 $1.4 Billion
Q2 2024

Aug 13, 2024

BUY
$21.86 - $23.58 $3,016 - $3,254
138 Added 0.25%
56,032 $1.3 Billion
Q1 2024

May 08, 2024

SELL
$22.72 - $24.32 $25,060 - $26,824
-1,103 Reduced 1.94%
55,894 $1.32 Billion
Q4 2023

Jan 24, 2024

SELL
$19.81 - $24.56 $81,141 - $100,597
-4,096 Reduced 6.7%
56,997 $1.38 Billion
Q3 2023

Oct 31, 2023

SELL
$20.89 - $24.12 $385,859 - $445,520
-18,471 Reduced 23.22%
61,093 $1.29 Billion
Q2 2023

Jul 28, 2023

BUY
$21.94 - $23.31 $38,241 - $40,629
1,743 Added 2.24%
79,564 $1.83 Billion
Q1 2023

Apr 18, 2023

BUY
$21.44 - $25.55 $15,329 - $18,268
715 Added 0.93%
77,821 $1.78 Billion
Q4 2022

Feb 21, 2023

BUY
$20.39 - $23.63 $1.57 Million - $1.82 Million
77,106 New
77,106 $1.75 Billion

Others Institutions Holding REET

About ISHARES GLOBAL REIT ETF


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