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 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
793+ 2.46% |
$18K - $19.3K
|
33.1K
$790K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
728+ 38.1% |
$16.5K - $17.7K
|
2.64K
$63K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
712+ 2.51% |
$16.2K - $17.3K
|
29.1K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
622New |
$14.1K - $15.1K
|
622
$14.9K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
587+ 0.64% |
$13.3K - $14.3K
|
92.6K
$2.21M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
455+ 1.68% |
$10.3K - $11.1K
|
27.6K
$660K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
390New |
$8.86K - $9.48K
|
390
$9.32K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
323+ 11.38% |
$7.34K - $7.86K
|
3.16K
$75.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
313New |
$7.11K - $7.61K
|
313
$7.48K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
142New |
$3.23K - $3.45K
|
142
$3.39K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
93+ 2.87% |
$2.11K - $2.26K
|
3.33K
$79.6K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
85+ 0.56% |
$1.93K - $2.07K
|
15.3K
$364K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83+ 0.53% |
$1.89K - $2.02K
|
15.6K
$374K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
62+ 0.27% |
$1.41K - $1.51K
|
22.7K
$543K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
60+ 0.29% |
$1.36K - $1.46K
|
20.4K
$488K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.57% |
$1.2K - $1.29K
|
9.36K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
51+ 1700.0% |
$1.16K - $1.24K
|
54
$1.29K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 0.4% |
$1.07K - $1.14K
|
11.8K
$282K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
37New |
$841 - $900
|
37
$884
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36+ 6.86% |
$818 - $876
|
561
$13.4K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
20+ 1.29% |
$454 - $486
|
1.57K
$37.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
19New |
$432 - $462
|
19
$454
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 10.81% |
$364 - $389
|
164
$3.92K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8+ 0.3% |
$182 - $195
|
2.71K
$64.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.03% |
$114 - $122
|
19K
$453K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$22.7 - $24.3
|
1
$23.9
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1- 50.0% |
$22.7 - $24.3
|
1
$23.9
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-13- 0.06% |
$295 - $316
|
20.2K
$484K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-26- 0.1% |
$591 - $632
|
25.7K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-27- 0.22% |
$613 - $657
|
12.3K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-79- 1.3% |
$1.79K - $1.92K
|
6.02K
$144K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-82- 27.33% |
$1.86K - $1.99K
|
218
$5.21K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-88- 33.72% |
$2K - $2.14K
|
173
$4.13K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-90- 0.87% |
$2.04K - $2.19K
|
10.3K
$245K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-103- 2.18% |
$2.34K - $2.5K
|
4.62K
$110K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-142- 25.0% |
$3.23K - $3.45K
|
426
$10.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-147- 0.07% |
$3.34K - $3.58K
|
199K
$4.75M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-198- 1.82% |
$4.5K - $4.82K
|
10.7K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-230- 2.03% |
$5.23K - $5.59K
|
11.1K
$265K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-234- 2.47% |
$5.32K - $5.69K
|
9.25K
$221K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-236- 2.14% |
$5.36K - $5.74K
|
10.8K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-296- 0.63% |
$6.73K - $7.2K
|
47K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-305- 1.43% |
$6.93K - $7.42K
|
21K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-465- 4.64% |
$10.6K - $11.3K
|
9.56K
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-543- 18.08% |
$12.3K - $13.2K
|
2.46K
$58.8K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-552- 11.45% |
$12.5K - $13.4K
|
4.27K
$102K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-559- 5.46% |
$12.7K - $13.6K
|
9.68K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-593- 0.52% |
$13.5K - $14.4K
|
114K
$2.73M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-682- 3.94% |
$15.5K - $16.6K
|
16.6K
$397K
|