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 $7.24 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
299,503
Previous 285,271 4.99%
Holding current value
$7.24 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
309
Shares Held
77.1M
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
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