United Capital Financial Advisers, LLC Ishares Global Reit ETF Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$19.81 - $24.56 $1.07 Million - $1.32 Million	-53,949 Reduced 76.74%	16,348 $395,000
Q3 2023 Nov 14, 2023	SELL	$20.89 - $24.12 $795,052 - $917,983	-38,059 Reduced 35.12%	70,297 $1.49 Million
Q2 2023 Aug 14, 2023	SELL	$21.94 - $23.31 $868,472 - $922,703	-39,584 Reduced 26.76%	108,356 $2.49 Million
Q1 2023 Aug 14, 2023	BUY	$21.44 - $25.55 $848,680 - $1.01 Million	39,584 Added 36.53%	147,940 $3.39 Million
Q1 2023 May 15, 2023	SELL	$21.44 - $25.55 $1.02 Million - $1.22 Million	-47,654 Reduced 24.36%	147,940 $3.39 Million
Q4 2022 Feb 14, 2023	SELL	$20.39 - $23.63 $1.09 Million - $1.26 Million	-53,214 Reduced 21.39%	195,594 $4.44 Million
Q3 2022 Nov 14, 2022	SELL	$20.93 - $26.78 $136,400 - $174,525	-6,517 Reduced 2.55%	248,808 $5.29 Million
Q2 2022 Aug 11, 2022	SELL	$23.38 - $29.81 $104,648 - $133,429	-4,476 Reduced 1.72%	255,325 $6.17 Million
Q1 2022 May 16, 2022	SELL	$27.43 - $30.48 $464,115 - $515,721	-16,920 Reduced 6.11%	259,801 $7.59 Million
Q4 2021 Feb 14, 2022	SELL	$27.64 - $30.61 $21,725 - $24,059	-786 Reduced 0.28%	276,721 $8.47 Million
Q3 2021 Nov 15, 2021	SELL	$27.41 - $29.78 $172,381 - $187,286	-6,289 Reduced 2.22%	277,507 $7.61 Million
Q2 2021 Aug 13, 2021	SELL	$25.9 - $28.81 $82,724 - $92,019	-3,194 Reduced 1.11%	283,796 $7.87 Million
Q1 2021 May 14, 2021	SELL	$23.2 - $26.09 $284,919 - $320,411	-12,281 Reduced 4.1%	286,990 $7.31 Million
Q4 2020 Feb 17, 2021	SELL	$20.19 - $24.01 $215,952 - $256,810	-10,696 Reduced 3.45%	299,271 $7.16 Million
Q3 2020 Nov 13, 2020	BUY	$20.27 - $22.2 $254,834 - $279,098	12,572 Added 4.23%	309,967 $6.52 Million
Q2 2020 Aug 13, 2020	BUY	$17.29 - $23.44 $435,656 - $590,617	25,197 Added 9.26%	297,395 $6.21 Million
Q1 2020 May 15, 2020	BUY	$15.98 - $28.84 $1.17 Million - $2.11 Million	73,155 Added 36.75%	272,198 $5.21 Million
Q4 2019 Feb 14, 2020	BUY	$26.72 - $28.85 $4.1 Million - $4.42 Million	153,262 Added 334.77%	199,043 $5.5 Million
Q3 2019 Nov 14, 2019	BUY	$26.42 - $28.09 $1.21 Million - $1.29 Million	45,781 New	45,781 $1.29 Million

Others Institutions Holding REET

# of Institutions

294

Shares Held

74.6M

Call Options Held

32.7K

Put Options Held

13.7K

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