Leading Edge Financial Planning LLC Ishares Global Reit ETF Transaction History

Leading Edge Financial Planning LLC

$305 Billion
Q4 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 316,857 shares of REET stock, worth $7.64 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

316,857

Previous 329,700 3.9%

Holding current value

$7.64 Million

Previous $8.8 Billion 13.69%

% of portfolio

2.49%

Previous 2.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$23.43 - $26.54 $300,911 - $340,853	-12,843 Reduced 3.9%	316,857 $7.6 Billion
Q3 2024 Oct 23, 2024	SELL	$23.07 - $27.17 $326,232 - $384,210	-14,141 Reduced 4.11%	329,700 $8.8 Billion
Q2 2024 Aug 01, 2024	SELL	$21.86 - $23.58 $234,667 - $253,131	-10,735 Reduced 3.03%	343,841 $7.99 Billion
Q1 2024 May 03, 2024	BUY	$22.72 - $24.32 $1.55 Million - $1.66 Million	68,313 Added 23.86%	354,576 $8.4 Billion
Q4 2023 Feb 13, 2024	BUY	$19.81 - $24.56 $1.92 Million - $2.38 Million	96,856 Added 51.14%	286,263 $6.92 Billion
Q3 2023 Oct 25, 2023	BUY	$20.89 - $24.12 $994,760 - $1.15 Million	47,619 Added 33.58%	189,407 $4.01 Billion
Q2 2023 Jul 17, 2023	BUY	$21.94 - $23.31 $219,158 - $232,843	9,989 Added 7.58%	141,788 $3.26 Billion
Q1 2023 Apr 20, 2023	BUY	$21.44 - $25.55 $349,300 - $416,260	16,292 Added 14.1%	131,799 $3.02 Billion
Q4 2022 Mar 02, 2023	BUY	$20.39 - $23.63 $2.36 Million - $2.73 Million	115,507 New	115,507 $2.62 Billion

Others Institutions Holding REET

# of Institutions

314

Shares Held

76.1M

Call Options Held

5.6K

Put Options Held

200

View Full List

About ISHARES GLOBAL REIT ETF

Ticker REET
Sector ETFs
Industry ETFs

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Leading Edge Financial Planning LLC Ishares Global Reit ETF Transaction History