Morris Financial Concepts, Inc. Ishares Global Reit ETF Transaction History

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 54,861 shares of REET stock, worth $1.28 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
54,861
Previous 56,050 2.12%
Holding current value
$1.28 Million
Previous $1.36 Million 4.13%
% of portfolio
0.67%
Previous 0.78%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$22.72 - $24.32 $27,014 - $28,916
-1,189 Reduced 2.12%
54,861 $1.3 Million
Q4 2023

Jan 29, 2024
SELL
$19.81 - $24.56 $77,199 - $95,710
-3,897 Reduced 6.5%
56,050 $1.36 Million
Q3 2023

Oct 24, 2023
BUY
$20.89 - $24.12 $190,349 - $219,781
9,112 Added 17.92%
59,947 $1.27 Million
Q2 2023

Aug 09, 2023
BUY
$21.94 - $23.31 $169,047 - $179,603
7,705 Added 17.86%
50,835 $1.17 Million
Q1 2023

May 10, 2023
BUY
$21.44 - $25.55 $36,383 - $43,358
1,697 Added 4.1%
43,130 $988,000
Q4 2022

Jan 19, 2023
BUY
$21.84 - $23.63 $70,980 - $76,797
3,250 Added 8.51%
41,433 $0
Q3 2022

Oct 25, 2022
BUY
$22.25 - $26.78 $31,951 - $38,456
1,436 Added 3.91%
38,183 $812,000
Q2 2022

Jul 25, 2022
SELL
$23.38 - $29.81 $13,186 - $16,812
-564 Reduced 1.51%
36,747 $889,000
Q1 2022

Apr 29, 2022
SELL
$27.43 - $30.48 $1,590 - $1,767
-58 Reduced 0.16%
37,311 $1.09 Million
Q4 2021

Feb 15, 2022
BUY
$27.64 - $30.61 $1.03 Million - $1.14 Million
37,369 New
37,369 $1.14 Million

Others Institutions Holding REET

# of Institutions
285
Shares Held
74.3M
Call Options Held
13.4K
Put Options Held
12.7K
View Full List

About ISHARES GLOBAL REIT ETF

REET Quotes by TradingView
  • Ticker REET
  • Sector ETFs
  • Industry ETFs
More about REET
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