Wealth Plan Investment Management, LLC Ishares Global Reit ETF Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 24,036 shares of REET stock, worth $605,707. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,036
Previous 24,277 0.99%
Holding current value
$605,707
Previous $599,000 2.5%
% of portfolio
0.04%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$24.45 - $25.91 $5,892 - $6,244
-241 Reduced 0.99%
24,036 $614,000
Q2 2025

Jul 28, 2025
BUY
$21.59 - $25.16 $6,628 - $7,724
307 Added 1.28%
24,277 $599,000
Q1 2025

May 09, 2025
SELL
$23.24 - $25.16 $28,538 - $30,896
-1,228 Reduced 4.87%
23,970 $581,000
Q4 2024

Jan 30, 2025
SELL
$23.43 - $26.54 $19,985 - $22,638
-853 Reduced 3.27%
25,198 $603,000
Q3 2024

Nov 05, 2024
BUY
$23.07 - $27.17 $600,996 - $707,805
26,051 New
26,051 $695,000
Q3 2023

Nov 09, 2023
BUY
$20.89 - $24.12 $554,921 - $640,723
26,564 New
26,564 $562,000
Q4 2022

Feb 15, 2023
SELL
$20.39 - $23.63 $6,585 - $7,632
-323 Reduced 1.19%
26,923 $611,000
Q3 2022

Dec 12, 2022
BUY
$20.93 - $26.78 $31,395 - $40,170
1,500 Added 5.83%
27,246 $629,000
Q1 2022

Sep 07, 2022
BUY
$27.43 - $30.48 $706,212 - $784,738
25,746 New
25,746 $713,000

Others Institutions Holding REET

# of Institutions
332
Shares Held
71M
Call Options Held
5.6K
Put Options Held
200
View Full List

About ISHARES GLOBAL REIT ETF

REET Quotes by TradingView
  • Ticker REET
  • Sector ETFs
  • Industry ETFs
More about REET
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