Private Wealth Management Group, LLC Ishares Global Reit ETF Transaction History

Private Wealth Management Group, LLC

$301 Billion
Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 17,348 shares of REET stock, worth $428,842. This represents 0.14% of its overall portfolio holdings.

Number of Shares

17,348

Previous 18,742 7.44%

Holding current value

$428,842

Previous $455 Million 5.76%

% of portfolio

0.14%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$21.59 - $25.16 $30,096 - $35,073	-1,394 Reduced 7.44%	17,348 $428 Million
Q1 2025 May 02, 2025	SELL	$23.24 - $25.16 $56,264 - $60,912	-2,421 Reduced 11.44%	18,742 $455 Million
Q4 2024 Jan 27, 2025	SELL	$23.43 - $26.54 $139,478 - $157,992	-5,953 Reduced 21.95%	21,163 $507 Million
Q3 2024 Oct 29, 2024	SELL	$23.07 - $27.17 $108,982 - $128,351	-4,724 Reduced 14.84%	27,116 $724 Million
Q2 2024 Aug 13, 2024	SELL	$21.86 - $23.58 $174,508 - $188,239	-7,983 Reduced 20.05%	31,840 $740 Million
Q1 2024 Apr 30, 2024	SELL	$22.72 - $24.32 $430,634 - $460,961	-18,954 Reduced 32.25%	39,823 $943 Million
Q4 2023 Feb 08, 2024	BUY	$19.81 - $24.56 $1.16 Million - $1.44 Million	58,777 New	58,777 $1.42 Billion

Others Institutions Holding REET

# of Institutions

321

Shares Held

77M

Call Options Held

5.6K

Put Options Held

200

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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Account

Private Wealth Management Group, LLC Ishares Global Reit ETF Transaction History