Purchases and Sales Made in Q1 2022 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2022
Q1 2022
|
Gp Brinson Investments LLC
|
BUY
|
- |
16.5K+ 12.18% |
$452K - $502K
|
152K
$3.62M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16K+ 57.25% |
$438K - $487K
|
43.9K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15.3K+ 31.21% |
$420K - $467K
|
64.4K
$1.54M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.1K+ 55.29% |
$415K - $461K
|
42.5K
$1.02M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.8KNew |
$379K - $421K
|
13.8K
$330K
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
13.5K+ 2.8% |
$370K - $412K
|
496K
$11.8M
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
13.1K+ 40.08% |
$360K - $400K
|
45.8K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
13KNew |
$357K - $397K
|
13K
$311K
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
12.6K+ 5.07% |
$345K - $383K
|
261K
$6.23M
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
12.5K+ 447.0% |
$343K - $381K
|
15.3K
$366K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 0.24% |
$325K - $362K
|
4.88M
$117M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.8KNew |
$295K - $328K
|
10.8K
$257K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 52.28% |
$292K - $325K
|
31K
$741K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$288K - $320K
|
10.5K
$251K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10.4K+ 35.36% |
$286K - $318K
|
40K
$955K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.95K+ 65.21% |
$246K - $273K
|
22.7K
$542K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.54K+ 19.16% |
$234K - $260K
|
53.1K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.13KNew |
$223K - $248K
|
8.13K
$194K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$221K - $245K
|
8.05K
$192K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
7.6KNew |
$208K - $232K
|
7.6K
$182K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.6K+ 21.85% |
$208K - $232K
|
42.4K
$1.01M
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.59KNew |
$208K - $231K
|
7.59K
$181K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.02K+ 0.87% |
$192K - $214K
|
814K
$19.4M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
6.76K+ 39.32% |
$186K - $206K
|
24K
$573K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.7K+ 45.62% |
$184K - $204K
|
21.4K
$511K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.09K+ 34.47% |
$167K - $186K
|
23.8K
$568K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.4K+ 5.8% |
$148K - $165K
|
98.5K
$2.35M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
5.36K+ 4.55% |
$147K - $163K
|
123K
$2.94M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.36K+ 64.21% |
$147K - $163K
|
13.7K
$327K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.88K+ 52.18% |
$134K - $149K
|
14.2K
$340K
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.85K+ 4.5% |
$133K - $148K
|
112K
$2.69M
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
4.65K+ 25.99% |
$127K - $142K
|
22.5K
$538K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.22K+ 4.53% |
$116K - $129K
|
97.4K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.91K+ 1.43% |
$107K - $119K
|
277K
$6.62M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.99K+ 34.65% |
$82K - $91.2K
|
11.6K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.89K+ 3.26% |
$79.3K - $88.1K
|
91.7K
$2.19M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.72K+ 14.58% |
$74.7K - $83K
|
21.4K
$512K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.57K+ 12.51% |
$70.5K - $78.4K
|
23.1K
$552K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
2.55K+ 6.0% |
$70K - $77.8K
|
45K
$1.08M
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.35K+ 18.77% |
$64.4K - $71.5K
|
14.8K
$355K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.3K+ 4885.11% |
$63K - $70K
|
2.34K
$56K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 464.04% |
$56.6K - $62.9K
|
2.51K
$60K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
2.01K+ 5.6% |
$55K - $61.1K
|
37.8K
$903K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.71K+ 0.58% |
$47K - $52.2K
|
296K
$7.07M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.7KNew |
$46.6K - $51.8K
|
1.7K
$40.6K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.46K+ 74.53% |
$40K - $44.4K
|
3.41K
$81.5K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.44K+ 14.73% |
$39.6K - $44K
|
11.2K
$268K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.35K+ 1.23% |
$37.1K - $41.2K
|
111K
$2.66M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.15K+ 9.35% |
$31.6K - $35.1K
|
13.5K
$322K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.14K+ 2.72% |
$31.2K - $34.7K
|
42.9K
$1.02M
|