Cypress Point Wealth Management, LLC Ishares Global Reit ETF Transaction History

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 11,078 shares of REET stock, worth $269,749. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,078
Previous 13,899 20.3%
Holding current value
$269,749
Previous $370,000 28.38%
% of portfolio
0.09%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$23.43 - $26.54 $66,096 - $74,869
-2,821 Reduced 20.3%
11,078 $265,000
Q2 2024

Jul 26, 2024
SELL
$21.86 - $23.58 $8,088 - $8,724
-370 Reduced 2.59%
13,899 $323,000
Q1 2024

May 07, 2024
SELL
$22.72 - $24.32 $44,235 - $47,351
-1,947 Reduced 12.01%
14,269 $337,000
Q4 2023

Jan 17, 2024
SELL
$19.81 - $24.56 $55,151 - $68,375
-2,784 Reduced 14.65%
16,216 $392,000
Q3 2023

Oct 31, 2023
SELL
$20.89 - $24.12 $19,845 - $22,914
-950 Reduced 4.76%
19,000 $402,000
Q4 2022

Feb 01, 2023
BUY
$20.39 - $23.63 $406,780 - $471,418
19,950 New
19,950 $453,000

Others Institutions Holding REET

# of Institutions
296
Shares Held
75M
Call Options Held
32.7K
Put Options Held
13.7K
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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