Morton Brown Family Wealth, LLC Ishares Global Reit ETF Transaction History

Morton Brown Family Wealth, LLC

  • $242 Million
  • Q1 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 348,957 shares of REET stock, worth $8.14 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
348,957
Previous 333,101 4.76%
Holding current value
$8.14 Million
Previous $8.05 Million 2.59%
% of portfolio
3.41%
Previous 3.53%

Shares

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

Apr 23, 2024
BUY
$22.72 - $24.32 $360,248 - $385,617
15,856 Added 4.76%
348,957 $8.26 Million
Q4 2023

Jan 26, 2024
BUY
$19.81 - $24.56 $155,072 - $192,255
7,828 Added 2.41%
333,101 $8.05 Million
Q3 2023

Oct 18, 2023
BUY
$20.89 - $24.12 $591,813 - $683,319
28,330 Added 9.54%
325,273 $6.89 Million
Q2 2023

Jul 25, 2023
BUY
$21.94 - $23.31 $382,699 - $406,596
17,443 Added 6.24%
296,943 $6.82 Million
Q1 2023

Apr 25, 2023
BUY
$21.44 - $25.55 $206,938 - $246,608
9,652 Added 3.58%
279,500 $6.41 Million
Q4 2022

Feb 01, 2023
SELL
$21.84 - $23.63 $638,907 - $691,272
-29,254 Reduced 9.78%
269,848 $6.13 Million
Q3 2022

Oct 31, 2022
SELL
$22.25 - $26.78 $23,674 - $28,493
-1,064 Reduced 0.35%
299,102 $6.36 Million
Q2 2022

Jul 21, 2022
BUY
$23.38 - $29.81 $103,479 - $131,939
4,426 Added 1.5%
300,166 $7.26 Million
Q1 2022

Apr 20, 2022
BUY
$27.43 - $30.48 $47,015 - $52,242
1,714 Added 0.58%
295,740 $8.64 Million
Q4 2021

Feb 11, 2022
BUY
$27.64 - $30.61 $8.13 Million - $9 Million
294,026 New
294,026 $9 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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