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 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-682- 3.94% |
$15.5K - $16.6K
|
16.6K
$387K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-727- 0.38% |
$16.5K - $17.7K
|
190K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-828- 1.97% |
$18.8K - $20.1K
|
41.3K
$959K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-880- 7.71% |
$20K - $21.4K
|
10.5K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-930- 0.22% |
$21.1K - $22.6K
|
423K
$9.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.01K- 4.35% |
$23K - $24.7K
|
22.3K
$518K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.08K- 8.95% |
$24.4K - $26.1K
|
10.9K
$254K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.1K- 1.94% |
$25.1K - $26.8K
|
55.9K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.15K- 3.68% |
$26.1K - $27.9K
|
30.1K
$700K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.16K- 5.61% |
$26.3K - $28.2K
|
19.5K
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.19K- 2.12% |
$27K - $28.9K
|
54.9K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.19K- 11.44% |
$27K - $28.9K
|
9.21K
$214K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.28K- 8.12% |
$29K - $31K
|
14.4K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.33K- 1.81% |
$30.1K - $32.3K
|
71.8K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.35K- 1.97% |
$30.6K - $32.8K
|
66.9K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.52K- 4.96% |
$34.6K - $37K
|
29.1K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.63K- 1.32% |
$36.9K - $39.5K
|
122K
$2.83M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.65K- 0.44% |
$37.4K - $40.1K
|
369K
$8.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.83K- 3.3% |
$41.5K - $44.4K
|
53.6K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.95K- 12.01% |
$44.2K - $47.4K
|
14.3K
$332K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.99K- 5.98% |
$45.2K - $48.4K
|
31.3K
$728K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.14K- 15.13% |
$48.7K - $52.1K
|
12K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 3.24% |
$61.3K - $65.7K
|
80.7K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 7.82% |
$73.2K - $78.4K
|
38K
$883K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.37K- 5.15% |
$76.5K - $81.9K
|
62K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.37K- 13.26% |
$76.5K - $81.9K
|
22K
$512K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.59K- 9.22% |
$81.5K - $87.3K
|
35.3K
$821K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.62K- 0.74% |
$82.2K - $88K
|
488K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.85K- 12.31% |
$87.5K - $93.7K
|
27.4K
$638K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.21K- 0.16% |
$95.7K - $102K
|
2.56M
$59.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-4.34K- 2.22% |
$98.6K - $106K
|
191K
$4.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-5.39K- 6.23% |
$122K - $131K
|
81.1K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.6K- 3.27% |
$127K - $136K
|
166K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.66K- 23.16% |
$129K - $138K
|
18.8K
$437K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-5.68K- 3.25% |
$129K - $138K
|
169K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.53K- 15.57% |
$148K - $159K
|
35.4K
$823K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-6.64K- 39.39% |
$151K - $161K
|
10.2K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.92K- 1.42% |
$157K - $168K
|
480K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-7.08K- 4.68% |
$161K - $172K
|
144K
$3.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-8.32K- 16.14% |
$189K - $202K
|
43.2K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.96K- 23.04% |
$204K - $218K
|
29.9K
$696K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.58K- 1.76% |
$218K - $233K
|
534K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-9.83K- 50.79% |
$223K - $239K
|
9.53K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.4K- 18.56% |
$236K - $253K
|
45.6K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.4K- 23.85% |
$258K - $276K
|
36.3K
$842K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-12.6K- 3.88% |
$285K - $306K
|
311K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.7K- 8.5% |
$310K - $332K
|
147K
$3.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-13.9K- 18.51% |
$316K - $338K
|
61.2K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.7K- 48.53% |
$356K - $381K
|
16.6K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.5K- 7.87% |
$375K - $401K
|
193K
$4.49M
|