Riverpoint Wealth Management Holdings, LLC Ishares Global Reit ETF Transaction History

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 03, 2020	SELL	$17.29 - $23.44 $362,761 - $491,794	-20,981 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$15.98 - $28.84 $4,506 - $8,132	282 Added 1.36%	20,981 $402,000
Q4 2019 Feb 18, 2020	BUY	$26.72 - $28.85 $228,001 - $246,177	8,533 Added 70.14%	20,699 $572,000
Q3 2019 Oct 30, 2019	BUY	$26.42 - $28.09 $321,425 - $341,742	12,166 New	12,166 $342,000

Others Institutions Holding REET

# of Institutions

294

Shares Held

74.6M

Call Options Held

32.7K

Put Options Held

13.7K

Black Rock Inc. New York, NY

5.38M
Shares

$128 Million
0.0% of portfolio
Valmark Advisers, Inc.

5.35M
Shares

$127 Million
2.25% of portfolio
Northwestern Mutual Wealth Management CO

4.81M
Shares

$114 Million
0.11% of portfolio
Hsbc Holdings PLC London, X0

4.2M
Shares

$99.9 Million
0.07% of portfolio
M&T Bank Corp

3.96M
Shares

$94.2 Million
0.35% of portfolio

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