Purchases and Sales Made in Q1 2024 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q1 2024. 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, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.77M+ 197.37% |
$63M - $67.5M
|
4.18M
$99.8M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
376K+ 48.69% |
$8.55M - $9.15M
|
1.15M
$27.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
371K+ 93.85% |
$8.44M - $9.03M
|
767K
$18.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
313K+ 1422.85% |
$7.12M - $7.62M
|
335K
$8.01M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
232K+ 4.7% |
$5.26M - $5.63M
|
5.16M
$123M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
221K+ 82.9% |
$5.03M - $5.38M
|
488K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
205K+ 19.05% |
$4.65M - $4.98M
|
1.28M
$30.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
200K+ 5.59% |
$4.54M - $4.86M
|
3.77M
$90.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
194K+ 29.24% |
$4.42M - $4.73M
|
859K
$20.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
167K+ 58.5% |
$3.8M - $4.07M
|
453K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
123KNew |
$2.8M - $3M
|
123K
$2.95M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
104KNew |
$2.37M - $2.54M
|
104K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99.7K+ 7.14% |
$2.27M - $2.43M
|
1.5M
$35.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
88.7K+ 43.42% |
$2.01M - $2.16M
|
293K
$7M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
88.6KNew |
$2.01M - $2.15M
|
88.6K
$2.12M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.1K+ 5.82% |
$1.86M - $2M
|
1.49M
$35.6M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
77.5K+ 89.07% |
$1.76M - $1.88M
|
165K
$3.93M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72K+ 10.99% |
$1.64M - $1.75M
|
727K
$17.4M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
71.3K+ 1.39% |
$1.62M - $1.73M
|
5.19M
$124M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
71.1K+ 51.12% |
$1.62M - $1.73M
|
210K
$5.02M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
68.3K+ 23.86% |
$1.55M - $1.66M
|
355K
$8.47M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.8K+ 617.14% |
$1.47M - $1.58M
|
75.3K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
60.5KNew |
$1.38M - $1.47M
|
60.5K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
57.3KNew |
$1.3M - $1.39M
|
57.3K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
55.6K+ 16.25% |
$1.26M - $1.35M
|
398K
$9.5M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
54.1K+ 105.88% |
$1.23M - $1.32M
|
105K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
48.3KNew |
$1.1M - $1.17M
|
48.3K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
44.9K+ 11.33% |
$1.02M - $1.09M
|
441K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
43.7K+ 97.24% |
$993K - $1.06M
|
88.7K
$2.12M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
43.5K+ 3.14% |
$988K - $1.06M
|
1.43M
$34.1M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
43.5K+ 3.97% |
$987K - $1.06M
|
1.14M
$27.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
42.8K+ 8.71% |
$972K - $1.04M
|
534K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
42.5K+ 318.54% |
$966K - $1.03M
|
55.9K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
41K+ 8.72% |
$932K - $997K
|
511K
$12.2M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
37.4K+ 6.09% |
$850K - $910K
|
652K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.8K+ 4.87% |
$767K - $821K
|
727K
$17.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
33.2K+ 29.8% |
$755K - $808K
|
145K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 234.93% |
$732K - $784K
|
46K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Gp Brinson Investments LLC
|
BUY
|
- |
29.5K+ 18.84% |
$671K - $719K
|
186K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
28K+ 4.43% |
$636K - $681K
|
661K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.1K+ 90.84% |
$479K - $513K
|
44.3K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
20.2K+ 24.65% |
$460K - $492K
|
102K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.7K+ 0.73% |
$447K - $479K
|
2.73M
$65.3M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.7K+ 162.04% |
$426K - $456K
|
30.3K
$724K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.3KNew |
$415K - $445K
|
18.3K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.3KNew |
$394K - $422K
|
17.3K
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
16K+ 34.28% |
$364K - $390K
|
62.8K
$1.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15.9K+ 4.76% |
$360K - $386K
|
349K
$8.34M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.2K+ 111.58% |
$346K - $371K
|
28.9K
$690K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7K+ 13.28% |
$312K - $334K
|
117K
$2.8M
|