Ever Source Wealth Advisors, LLC Ishares Global Reit ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 27,621 shares of REET stock, worth $668,980. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,621
Previous 27,620 -0.0%
Holding current value
$668,980
Previous $642,000 14.8%
% of portfolio
0.05%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$23.07 - $27.17 $23 - $27
1 Added 0.0%
27,621 $737,000
Q2 2024

Aug 13, 2024
BUY
$21.86 - $23.58 $65 - $70
3 Added 0.01%
27,620 $642,000
Q1 2024

Jun 11, 2024
BUY
$22.72 - $24.32 $10,337 - $11,065
455 Added 1.68%
27,617 $653,000
Q4 2023

Feb 09, 2024
SELL
$19.81 - $24.56 $239,582 - $297,028
-12,094 Reduced 30.81%
27,162 $656,000
Q3 2023

Nov 03, 2023
BUY
$20.89 - $24.12 $9,797 - $11,312
469 Added 1.21%
39,256 $831,000
Q2 2023

Aug 04, 2023
SELL
$21.94 - $23.31 $126,440 - $134,335
-5,763 Reduced 12.94%
38,787 $890,000
Q1 2023

May 11, 2023
BUY
$21.44 - $25.55 $97,037 - $115,639
4,526 Added 11.31%
44,550 $1.02 Million
Q4 2022

Feb 09, 2023
BUY
$20.39 - $23.63 $544,657 - $631,204
26,712 Added 200.66%
40,024 $908,000
Q3 2022

Nov 07, 2022
BUY
$20.93 - $26.78 $224,139 - $286,787
10,709 Added 411.41%
13,312 $283,000
Q2 2022

Aug 01, 2022
BUY
$23.38 - $29.81 $2,174 - $2,772
93 Added 3.71%
2,603 $63,000
Q1 2022

May 25, 2022
BUY
$27.43 - $30.48 $56,642 - $62,941
2,065 Added 464.04%
2,510 $72,000
Q4 2021

Feb 07, 2022
BUY
$27.64 - $30.61 $12,299 - $13,621
445 New
445 $14,000

Others Institutions Holding REET

# of Institutions
296
Shares Held
75.4M
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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