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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-20.9K- 4.0% |
$448K - $533K
|
501K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21K- 5.93% |
$451K - $537K
|
333K
$7.96M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.1K- 17.46% |
$453K - $540K
|
100K
$2.39M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-23K- 7.73% |
$494K - $588K
|
275K
$6.56M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23.8K- 4.34% |
$511K - $609K
|
525K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.1K- 27.04% |
$581K - $692K
|
73.1K
$1.75M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39.3K- 99.99% |
$843K - $1M
|
5
$119
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-40.5K- 14.17% |
$868K - $1.03M
|
245K
$5.86M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.7K- 24.36% |
$1.02M - $1.22M
|
148K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-48.8K- 46.21% |
$1.05M - $1.25M
|
56.8K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-48.9K- 11.38% |
$1.05M - $1.25M
|
381K
$9.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64.7K- 6.75% |
$1.39M - $1.65M
|
894K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-67.7K- 12.95% |
$1.45M - $1.73M
|
455K
$10.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-77K- 15.37% |
$1.65M - $1.97M
|
424K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-83.4K- 61.99% |
$1.79M - $2.13M
|
51.1K
$1.22M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-86.9K- 74.65% |
$1.86M - $2.22M
|
29.5K
$705K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-86.9K- 74.65% |
$1.86M - $2.22M
|
29.5K
$705K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-106K- 40.06% |
$2.28M - $2.72M
|
159K
$3.81M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 49.4% |
$2.38M - $2.83M
|
114K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 9.52% |
$2.49M - $2.97M
|
1.11M
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-172K- 21.53% |
$3.7M - $4.41M
|
629K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-224K- 21.46% |
$4.8M - $5.72M
|
819K
$19.6M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-244K- 49.07% |
$5.23M - $6.24M
|
253K
$6.05M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1M- 82.58% |
$23.7M - $28.2M
|
233K
$5.57M
|