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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1K+ 14.08% |
$27.4K - $30.5K
|
8.1K
$194K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
915+ 3.68% |
$25.1K - $27.9K
|
25.8K
$617K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
875+ 5.66% |
$24K - $26.7K
|
16.3K
$390K
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
848+ 3.57% |
$23.3K - $25.8K
|
24.6K
$588K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
801New |
$22K - $24.4K
|
801
$19.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
790+ 9.11% |
$21.7K - $24.1K
|
9.46K
$226K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
636+ 2.13% |
$17.4K - $19.4K
|
30.4K
$727K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
608+ 7.74% |
$16.7K - $18.5K
|
8.46K
$202K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
601+ 2.08% |
$16.5K - $18.3K
|
29.5K
$705K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
$16.5K - $18.3K
|
600
$14.3K
|
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
585+ 1.48% |
$16K - $17.8K
|
40.2K
$960K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
525+ 2.78% |
$14.4K - $16K
|
19.4K
$464K
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
507+ 1.33% |
$13.9K - $15.5K
|
38.5K
$920K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
381+ 20.88% |
$10.5K - $11.6K
|
2.21K
$52.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
360+ 41.33% |
$9.87K - $11K
|
1.23K
$29.4K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
339New |
$9.3K - $10.3K
|
339
$8.1K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
336New |
$9.22K - $10.2K
|
336
$8.03K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
280+ 19.86% |
$7.68K - $8.53K
|
1.69K
$40.4K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
278+ 0.39% |
$7.63K - $8.47K
|
71.5K
$1.71M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
248New |
$6.8K - $7.56K
|
248
$5.92K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
220+ 1.37% |
$6.03K - $6.71K
|
16.3K
$390K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
199+ 2.07% |
$5.46K - $6.07K
|
9.83K
$235K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
174+ 1.74% |
$4.77K - $5.3K
|
10.2K
$243K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
160+ 0.8% |
$4.39K - $4.88K
|
20.1K
$479K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
140+ 3.65% |
$3.84K - $4.27K
|
3.98K
$95K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
117+ 0.46% |
$3.21K - $3.57K
|
25.5K
$609K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
115+ 1.25% |
$3.15K - $3.51K
|
9.3K
$222K
|
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
114+ 1.32% |
$3.13K - $3.47K
|
8.75K
$209K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
112+ 1866.67% |
$3.07K - $3.41K
|
118
$2.82K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
102+ 0.3% |
$2.8K - $3.11K
|
34.3K
$821K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
102+ 1.29% |
$2.8K - $3.11K
|
8.04K
$192K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85+ 14.0% |
$2.33K - $2.59K
|
692
$16.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
82+ 10.01% |
$2.25K - $2.5K
|
901
$21.5K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
77+ 0.08% |
$2.11K - $2.35K
|
95K
$2.27M
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
67+ 0.95% |
$1.84K - $2.04K
|
7.11K
$170K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
45+ 155.17% |
$1.23K - $1.37K
|
74
$1.77K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
43+ 0.46% |
$1.18K - $1.31K
|
9.48K
$226K
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
42+ 0.39% |
$1.15K - $1.28K
|
10.8K
$257K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
37+ 0.52% |
$1.01K - $1.13K
|
7.15K
$171K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
35+ 0.2% |
$960 - $1.07K
|
17.5K
$417K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32+ 0.05% |
$878 - $975
|
62.6K
$1.49M
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20New |
$549 - $610
|
20
$478
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
18+ 0.2% |
$494 - $549
|
9.22K
$220K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 1.06% |
$110 - $122
|
382
$9.13K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.03% |
$110 - $122
|
12.1K
$290K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$54.9 - $61
|
4.68K
$112K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.45% |
$27.4 - $30.5
|
70
$1.67K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.02% |
$110 - $122
|
19.5K
$465K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.11% |
$192 - $213
|
6.33K
$151K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-10- 0.1% |
$274 - $305
|
9.61K
$230K
|