Tpg Financial Advisors, LLC Ishares Global Reit ETF Transaction History

Tpg Financial Advisors, LLC

$226 Million
Q1 2025

A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 11,839 shares of REET stock, worth $286,148. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,839

Previous 40,425 70.71%

Holding current value

$286,148

Previous $968,000 70.35%

% of portfolio

0.13%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$23.24 - $25.16 $664,338 - $719,223	-28,586 Reduced 70.71%	11,839 $287,000
Q4 2024 Jan 13, 2025	SELL	$23.43 - $26.54 $18,322 - $20,754	-782 Reduced 1.9%	40,425 $968,000
Q3 2024 Oct 16, 2024	SELL	$23.07 - $27.17 $89,903 - $105,881	-3,897 Reduced 8.64%	41,207 $1.1 Million
Q2 2024 Oct 16, 2024	SELL	$21.86 - $23.58 $320,423 - $345,635	-14,658 Reduced 24.53%	45,104 $1.05 Million
Q4 2023 Jan 09, 2024	BUY	$19.81 - $24.56 $1.18 Million - $1.47 Million	59,762 New	59,762 $1.45 Million
Q2 2023 Jul 13, 2023	SELL	$21.94 - $23.31 $30,628 - $32,540	-1,396 Reduced 2.27%	60,067 $1.38 Million
Q4 2022 Jan 30, 2023	BUY	$20.39 - $23.63 $711,386 - $824,427	34,889 Added 131.29%	61,463 $1.4 Million
Q3 2022 Oct 11, 2022	BUY	$20.93 - $26.78 $556,193 - $711,651	26,574 New	26,574 $565,000

Others Institutions Holding REET

# of Institutions

310

Shares Held

78.5M

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 Tpg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tpg Financial Advisors, LLC with notifications on news.

Account

Tpg Financial Advisors, LLC Ishares Global Reit ETF Transaction History