Morris Financial Concepts, Inc. Ishares Global Reit ETF Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 50,156 shares of REET stock, worth $1.24 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

50,156

Previous 55,628 9.84%

Holding current value

$1.24 Million

Previous $1.48 Million 19.0%

% of portfolio

0.52%

Previous 0.65%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$23.43 - $26.54 $128,208 - $145,226	-5,472 Reduced 9.84%	50,156 $1.2 Million
Q3 2024 Oct 30, 2024	SELL	$23.07 - $27.17 $55,944 - $65,887	-2,425 Reduced 4.18%	55,628 $1.48 Million
Q2 2024 Jul 29, 2024	BUY	$21.86 - $23.58 $69,777 - $75,267	3,192 Added 5.82%	58,053 $1.35 Million
Q1 2024 Apr 18, 2024	SELL	$22.72 - $24.32 $27,014 - $28,916	-1,189 Reduced 2.12%	54,861 $1.3 Million
Q4 2023 Jan 29, 2024	SELL	$19.81 - $24.56 $77,199 - $95,710	-3,897 Reduced 6.5%	56,050 $1.36 Million
Q3 2023 Oct 24, 2023	BUY	$20.89 - $24.12 $190,349 - $219,781	9,112 Added 17.92%	59,947 $1.27 Million
Q2 2023 Aug 09, 2023	BUY	$21.94 - $23.31 $169,047 - $179,603	7,705 Added 17.86%	50,835 $1.17 Million
Q1 2023 May 10, 2023	BUY	$21.44 - $25.55 $36,383 - $43,358	1,697 Added 4.1%	43,130 $988,000
Q4 2022 Jan 19, 2023	BUY	$20.39 - $23.63 $66,267 - $76,797	3,250 Added 8.51%	41,433 $0
Q3 2022 Oct 25, 2022	BUY	$20.93 - $26.78 $30,055 - $38,456	1,436 Added 3.91%	38,183 $812,000
Q2 2022 Jul 25, 2022	SELL	$23.38 - $29.81 $13,186 - $16,812	-564 Reduced 1.51%	36,747 $889,000
Q1 2022 Apr 29, 2022	SELL	$27.43 - $30.48 $1,590 - $1,767	-58 Reduced 0.16%	37,311 $1.09 Million
Q4 2021 Feb 15, 2022	BUY	$27.64 - $30.61 $1.03 Million - $1.14 Million	37,369 New	37,369 $1.14 Million

Others Institutions Holding REET

# of Institutions

311

Shares Held

90.9M

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 Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Account

Morris Financial Concepts, Inc. Ishares Global Reit ETF Transaction History