A detailed history of Mission Wealth Management, LP transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 17,390 shares of REET stock, worth $421,185. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,390
Previous 19,904 12.63%
Holding current value
$421,185
Previous $462,000 0.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024

SELL
$23.07 - $27.17 $57,997 - $68,305
-2,514 Reduced 12.63%
17,390 $464,000
Q2 2024

Aug 02, 2024

SELL
$21.86 - $23.58 $39,369 - $42,467
-1,801 Reduced 8.3%
19,904 $462,000
Q1 2024

Apr 30, 2024

BUY
$22.72 - $24.32 $105,125 - $112,528
4,627 Added 27.09%
21,705 $513,000
Q4 2023

Feb 05, 2024

SELL
$19.81 - $24.56 $69,255 - $85,861
-3,496 Reduced 16.99%
17,078 $412,000
Q3 2023

Oct 23, 2023

SELL
$20.89 - $24.12 $50,741 - $58,587
-2,429 Reduced 10.56%
20,574 $435,000
Q2 2023

Aug 04, 2023

SELL
$21.94 - $23.31 $15,467 - $16,433
-705 Reduced 2.97%
23,003 $528,000
Q1 2023

Apr 07, 2023

SELL
$21.44 - $25.55 $6,796 - $8,099
-317 Reduced 1.32%
23,708 $543,000
Q4 2022

Feb 02, 2023

BUY
$20.39 - $23.63 $489,869 - $567,710
24,025 New
24,025 $545,000

Others Institutions Holding REET

About ISHARES GLOBAL REIT ETF


  • Ticker REET
  • Sector ETFs
  • Industry ETFs
More about REET
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.