Sage View Advisory Group, LLC Ishares Global Reit ETF Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,663,387 shares of REET stock, worth $66.2 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

2,663,387

Previous 2,377,760 12.01%

Holding current value

$66.2 Million

Previous $57 Billion 13.37%

% of portfolio

2.76%

Previous 2.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$23.24 - $25.16 $6.64 Million - $7.19 Million	285,627 Added 12.01%	2,663,387 $64.6 Billion
Q4 2024 Feb 13, 2025	BUY	$23.43 - $26.54 $10.8 Million - $12.2 Million	461,046 Added 24.05%	2,377,760 $57 Billion
Q3 2024 Nov 14, 2024	SELL	$23.07 - $27.17 $8.58 Million - $10.1 Million	-371,956 Reduced 16.25%	1,916,714 $51.2 Billion
Q2 2024 Aug 14, 2024	BUY	$21.86 - $23.58 $50 Million - $54 Million	2,288,670 New	2,288,670 $53.2 Billion
Q4 2023 Feb 09, 2024	BUY	$19.81 - $24.56 $14.2 Million - $17.6 Million	716,890 Added 43.14%	2,378,756 $55.4 Billion
Q3 2023 Nov 02, 2023	BUY	$20.89 - $24.12 $16.9 Million - $19.5 Million	809,652 Added 95.01%	1,661,866 $35.2 Billion
Q2 2023 Aug 11, 2023	BUY	$21.94 - $23.31 $4.65 Million - $4.94 Million	211,983 Added 33.11%	852,214 $19.6 Billion
Q1 2023 May 01, 2023	BUY	$21.44 - $25.55 $4.73 Million - $5.64 Million	220,749 Added 52.62%	640,231 $14.7 Billion
Q4 2022 Feb 14, 2023	BUY	$20.39 - $23.63 $8.55 Million - $9.91 Million	419,482 New	419,482 $9.53 Billion

Others Institutions Holding REET

# of Institutions

310

Shares Held

77.1M

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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Ishares Global Reit ETF Transaction History