Waterford Advisors, LLC Ishares Global Reit ETF Transaction History

Waterford Advisors, LLC

  • $241 Million
  • Q1 2025

A detailed history of Waterford Advisors, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 299,503 shares of REET stock, worth $7.4 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
299,503
Previous 285,271 4.99%
Holding current value
$7.4 Million
Previous $6.84 Million 6.26%
% of portfolio
3.02%
Previous 1.72%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$23.24 - $25.16 $330,751 - $358,077
14,232 Added 4.99%
299,503 $7.27 Million
Q4 2024

Feb 14, 2025
BUY
$23.43 - $26.54 $365,554 - $414,077
15,602 Added 5.79%
285,271 $6.84 Million
Q3 2024

Nov 14, 2024
BUY
$23.07 - $27.17 $237,251 - $279,416
10,284 Added 3.96%
269,669 $7.2 Million
Q2 2024

Aug 14, 2024
BUY
$21.86 - $23.58 $139,379 - $150,346
6,376 Added 2.52%
259,385 $6.03 Million
Q1 2024

May 15, 2024
BUY
$22.72 - $24.32 $295,859 - $316,695
13,022 Added 5.43%
253,009 $5.99 Million
Q4 2023

Feb 13, 2024
BUY
$19.81 - $24.56 $215,136 - $266,721
10,860 Added 4.74%
239,987 $5.8 Million
Q3 2023

Nov 07, 2023
BUY
$20.89 - $24.12 $154,251 - $178,102
7,384 Added 3.33%
229,127 $4.85 Million
Q2 2023

Jul 31, 2023
BUY
$21.94 - $23.31 $204,349 - $217,109
9,314 Added 4.38%
221,743 $5.09 Million
Q1 2023

May 02, 2023
BUY
$21.44 - $25.55 $94,979 - $113,186
4,430 Added 2.13%
212,429 $4.87 Million
Q4 2022

Feb 14, 2023
BUY
$20.39 - $23.63 $4.24 Million - $4.92 Million
207,999 New
207,999 $4.72 Million

Others Institutions Holding REET

# of Institutions
319
Shares Held
77.4M
Call Options Held
5.6K
Put Options Held
200
View Full List

About ISHARES GLOBAL REIT ETF

REET Quotes by TradingView
  • Ticker REET
  • Sector ETFs
  • Industry ETFs
More about REET
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email