Morton Brown Family Wealth, LLC Ishares Global Reit ETF Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 391,367 shares of REET stock, worth $9.58 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares

391,367

Previous 371,914 5.23%

Holding current value

$9.58 Million

Previous $9.93 Million 5.49%

% of portfolio

3.27%

Previous 3.53%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$23.43 - $26.54 $455,783 - $516,282	19,453 Added 5.23%	391,367 $9.38 Million
Q3 2024 Oct 24, 2024	BUY	$23.07 - $27.17 $433,277 - $510,279	18,781 Added 5.32%	371,914 $9.93 Million
Q2 2024 Jul 30, 2024	BUY	$21.86 - $23.58 $91,287 - $98,470	4,176 Added 1.2%	353,133 $8.21 Million
Q1 2024 Apr 23, 2024	BUY	$22.72 - $24.32 $360,248 - $385,617	15,856 Added 4.76%	348,957 $8.26 Million
Q4 2023 Jan 26, 2024	BUY	$19.81 - $24.56 $155,072 - $192,255	7,828 Added 2.41%	333,101 $8.05 Million
Q3 2023 Oct 18, 2023	BUY	$20.89 - $24.12 $591,813 - $683,319	28,330 Added 9.54%	325,273 $6.89 Million
Q2 2023 Jul 25, 2023	BUY	$21.94 - $23.31 $382,699 - $406,596	17,443 Added 6.24%	296,943 $6.82 Million
Q1 2023 Apr 25, 2023	BUY	$21.44 - $25.55 $206,938 - $246,608	9,652 Added 3.58%	279,500 $6.41 Million
Q4 2022 Feb 01, 2023	SELL	$20.39 - $23.63 $596,489 - $691,272	-29,254 Reduced 9.78%	269,848 $6.13 Million
Q3 2022 Oct 31, 2022	SELL	$20.93 - $26.78 $22,269 - $28,493	-1,064 Reduced 0.35%	299,102 $6.36 Million
Q2 2022 Jul 21, 2022	BUY	$23.38 - $29.81 $103,479 - $131,939	4,426 Added 1.5%	300,166 $7.26 Million
Q1 2022 Apr 20, 2022	BUY	$27.43 - $30.48 $47,015 - $52,242	1,714 Added 0.58%	295,740 $8.64 Million
Q4 2021 Feb 11, 2022	BUY	$27.64 - $30.61 $8.13 Million - $9 Million	294,026 New	294,026 $9 Million

Others Institutions Holding REET

# of Institutions

303

Shares Held

89M

Call Options Held

32.7K

Put Options Held

13.7K

View Full List

About ISHARES GLOBAL REIT ETF

Ticker REET
Sector ETFs
Industry ETFs

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Morton Brown Family Wealth, LLC Ishares Global Reit ETF Transaction History