Level Financial Advisors, Inc. Ishares Global Reit ETF Transaction History

Level Financial Advisors, Inc.

$327 Million
Q3 2025

A detailed history of Level Financial Advisors, Inc. transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 44,717 shares of REET stock, worth $1.13 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

44,717

Previous 41,840 6.88%

Holding current value

$1.13 Million

Previous $1.03 Million 10.55%

% of portfolio

0.35%

Previous 0.35%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$24.45 - $25.91 $70,342 - $74,543	2,877 Added 6.88%	44,717 $1.14 Million
Q2 2025 Jul 15, 2025	SELL	$21.59 - $25.16 $165,228 - $192,549	-7,653 Reduced 15.46%	41,840 $1.03 Million
Q1 2025 Apr 10, 2025	SELL	$23.24 - $25.16 $34,162 - $36,985	-1,470 Reduced 2.88%	49,493 $1.19 Million
Q4 2024 Jan 22, 2025	SELL	$23.43 - $26.54 $21,485 - $24,337	-917 Reduced 1.77%	50,963 $1.22 Million
Q3 2024 Oct 10, 2024	BUY	$23.07 - $27.17 $1,822 - $2,146	79 Added 0.15%	51,880 $1.38 Million

Q2 2024 Jul 23, 2024	SELL	$21.86 - $23.58 $38,255 - $41,265	-1,750 Reduced 3.27%	51,801 $1.2 Million
Q1 2024 Apr 19, 2024	SELL	$22.72 - $24.32 $41,464 - $44,384	-1,825 Reduced 3.3%	53,551 $1.27 Million
Q4 2023 Jan 22, 2024	SELL	$19.81 - $24.56 $79,259 - $98,264	-4,001 Reduced 6.74%	55,376 $1.34 Million
Q3 2023 Oct 18, 2023	SELL	$20.89 - $24.12 $62,711 - $72,408	-3,002 Reduced 4.81%	59,377 $1.26 Million
Q2 2023 Jul 14, 2023	SELL	$21.94 - $23.31 $44,472 - $47,249	-2,027 Reduced 3.15%	62,379 $1.43 Million
Q1 2023 Apr 10, 2023	SELL	$21.44 - $25.55 $144,655 - $172,385	-6,747 Reduced 9.48%	64,406 $1.48 Million
Q4 2022 Jan 23, 2023	SELL	$20.39 - $23.63 $905,112 - $1.05 Million	-44,390 Reduced 38.42%	71,153 $0
Q3 2022 Oct 18, 2022	BUY	$20.93 - $26.78 $123,926 - $158,564	5,921 Added 5.4%	115,543 $2.46 Million
Q2 2022 Aug 10, 2022	SELL	$23.38 - $29.81 $37,524 - $47,845	-1,605 Reduced 1.44%	109,622 $2.65 Million
Q1 2022 Apr 08, 2022	BUY	$27.43 - $30.48 $37,085 - $41,208	1,352 Added 1.23%	111,227 $3.25 Million
Q4 2021 Jan 20, 2022	BUY	$27.64 - $30.61 $3.04 Million - $3.36 Million	109,875 New	109,875 $3.36 Million

Others Institutions Holding REET

# of Institutions

335

Shares Held

74.7M

Call Options Held

5.6K

Put Options Held

200

View Full List

About ISHARES GLOBAL REIT ETF

Ticker REET
Sector ETFs
Industry ETFs

More about REET

Track This Portfolio

Portfolio Update

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

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

Level Financial Advisors, Inc. Ishares Global Reit ETF Transaction History