Purchases and Sales Made in Q1 2023 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q1 2023. 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 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-582- 75.88% |
$12.5K - $14.9K
|
185
$4.42K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-650- 1.02% |
$13.9K - $16.6K
|
63.2K
$1.51M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-678- 2.9% |
$14.5K - $17.3K
|
22.7K
$543K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-788- 3.16% |
$16.9K - $20.1K
|
24.2K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-848- 3.45% |
$18.2K - $21.7K
|
23.8K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-866- 2.49% |
$18.6K - $22.1K
|
33.9K
$811K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-923- 1.07% |
$19.8K - $23.6K
|
85K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 58.82% |
$21.4K - $25.6K
|
700
$16.7K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.02K- 12.59% |
$21.9K - $26.1K
|
7.08K
$169K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.1K- 34.1% |
$23.6K - $28.1K
|
2.13K
$50.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.12K- 1.08% |
$24K - $28.6K
|
102K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 3.85% |
$24.1K - $28.7K
|
28.1K
$671K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 25.69% |
$24.3K - $28.9K
|
3.28K
$78.3K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.16K- 7.9% |
$24.9K - $29.7K
|
13.6K
$324K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.16K- 1.73% |
$25K - $29.7K
|
66K
$1.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.38K- 23.14% |
$29.6K - $35.3K
|
4.59K
$110K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.48K- 16.75% |
$31.8K - $37.8K
|
7.36K
$176K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.64K- 94.51% |
$35.1K - $41.8K
|
95
$2.27K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.95K- 8.83% |
$41.8K - $49.8K
|
20.1K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.96K- 12.02% |
$42.1K - $50.2K
|
14.4K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2K- 80.0% |
$42.9K - $51.1K
|
500
$11.9K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.19K- 89.27% |
$46.9K - $55.9K
|
263
$6.28K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.2K- 6.07% |
$47.2K - $56.2K
|
34K
$813K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.49K- 14.37% |
$53.5K - $63.7K
|
14.9K
$355K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.64K- 23.15% |
$56.6K - $67.4K
|
8.76K
$209K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.72K- 1.39% |
$58.3K - $69.4K
|
192K
$4.6M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.76K- 9.4% |
$59.2K - $70.5K
|
26.6K
$635K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.25K- 17.87% |
$69.7K - $83K
|
14.9K
$357K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.27K- 4.88% |
$70.1K - $83.5K
|
63.7K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.66K- 2.6% |
$78.5K - $93.6K
|
137K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.17K- 0.3% |
$89.3K - $106K
|
1.38M
$33M
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-4.22K- 0.95% |
$90.5K - $108K
|
442K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.3K- 20.78% |
$92.1K - $110K
|
16.4K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-5.6K- 5.62% |
$120K - $143K
|
93.9K
$2.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-6.13K- 63.49% |
$131K - $157K
|
3.52K
$84.2K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.41K- 1.69% |
$138K - $164K
|
372K
$8.89M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-6.75K- 9.48% |
$145K - $172K
|
64.4K
$1.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.99K- 33.57% |
$150K - $178K
|
13.8K
$330K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.28K- 15.86% |
$156K - $186K
|
38.6K
$922K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.78K- 27.59% |
$167K - $199K
|
20.4K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.24K- 27.74% |
$177K - $211K
|
21.5K
$513K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.36K- 34.52% |
$179K - $214K
|
15.9K
$379K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8.4K- 60.87% |
$180K - $215K
|
5.4K
$129K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.19K- 2.01% |
$197K - $235K
|
449K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.88K- 2.16% |
$212K - $252K
|
447K
$10.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-14.6K- 45.52% |
$314K - $374K
|
17.5K
$419K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-15.6K- 46.27% |
$334K - $398K
|
18.1K
$432K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-17.3K- 41.63% |
$370K - $441K
|
24.2K
$579K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.8K- 21.34% |
$403K - $480K
|
69.3K
$1.66M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19.5K- 24.63% |
$419K - $499K
|
59.7K
$1.43M
|