Jfs Wealth Advisors, LLC Ishares Global Reit ETF Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 95,679 shares of REET stock, worth $2.3 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

95,679

Previous 81,050 18.05%

Holding current value

$2.3 Million

Previous $1.88 Million 35.51%

% of portfolio

0.17%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$23.07 - $27.17 $337,491 - $397,469	14,629 Added 18.05%	95,679 $2.55 Million
Q2 2024 Jul 15, 2024	BUY	$21.86 - $23.58 $6,776 - $7,309	310 Added 0.38%	81,050 $1.88 Million
Q1 2024 Apr 30, 2024	SELL	$22.72 - $24.32 $61,344 - $65,664	-2,700 Reduced 3.24%	80,740 $1.91 Million
Q4 2023 Feb 07, 2024	SELL	$19.81 - $24.56 $30,309 - $37,576	-1,530 Reduced 1.8%	83,440 $2.02 Million
Q3 2023 Nov 02, 2023	SELL	$20.89 - $24.12 $33,152 - $38,278	-1,587 Reduced 1.83%	84,970 $1.8 Million
Q2 2023 Aug 07, 2023	SELL	$21.94 - $23.31 $3.29 Million - $3.49 Million	-149,831 Reduced 63.38%	86,557 $1.99 Million
Q1 2023 Apr 19, 2023	BUY	$21.44 - $25.55 $1,929 - $2,299	90 Added 0.04%	236,388 $5.42 Million
Q4 2022 Feb 13, 2023	BUY	$20.39 - $23.63 $2.76 Million - $3.19 Million	135,187 Added 133.7%	236,298 $5.37 Million
Q3 2022 Oct 21, 2022	BUY	$20.93 - $26.78 $12,097 - $15,478	578 Added 0.57%	101,111 $2.15 Million
Q2 2022 Aug 02, 2022	SELL	$23.38 - $29.81 $53,189 - $67,817	-2,275 Reduced 2.21%	100,533 $2.43 Million
Q1 2022 May 02, 2022	SELL	$27.43 - $30.48 $51,760 - $57,515	-1,887 Reduced 1.8%	102,808 $3 Million
Q4 2021 Feb 03, 2022	SELL	$27.64 - $30.61 $276,593 - $306,314	-10,007 Reduced 8.72%	104,695 $3.21 Million
Q3 2021 Nov 09, 2021	SELL	$27.41 - $29.78 $292,108 - $317,365	-10,657 Reduced 8.5%	114,702 $3.14 Million
Q2 2021 Aug 04, 2021	BUY	$25.9 - $28.81 $158,171 - $175,942	6,107 Added 5.12%	125,359 $3.48 Million
Q1 2021 Apr 28, 2021	BUY	$23.2 - $26.09 $95,491 - $107,386	4,116 Added 3.57%	119,252 $3.04 Million
Q4 2020 Feb 01, 2021	BUY	$20.19 - $24.01 $2.26 Million - $2.69 Million	111,830 Added 3382.64%	115,136 $2.76 Million
Q3 2020 Oct 28, 2020	BUY	$20.27 - $22.2 $48,526 - $53,146	2,394 Added 262.5%	3,306 $70,000
Q2 2020 Aug 05, 2020	BUY	$17.29 - $23.44 $15,768 - $21,377	912 New	912 $19,000

Others Institutions Holding REET

# of Institutions

294

Shares Held

74.8M

Call Options Held

32.7K

Put Options Held

13.7K

View Full List

About ISHARES GLOBAL REIT ETF

Ticker REET
Sector ETFs
Industry ETFs

More about REET

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Ishares Global Reit ETF Transaction History