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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-17K- 10.71% |
$385K - $412K
|
141K
$3.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-19K- 32.25% |
$431K - $461K
|
39.8K
$951K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-20.2K- 2.21% |
$458K - $491K
|
893K
$21.3M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 10.19% |
$485K - $519K
|
188K
$4.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-24.2K- 11.62% |
$550K - $589K
|
184K
$4.4M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-30.9K- 71.62% |
$702K - $752K
|
12.2K
$293K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-32.2K- 29.35% |
$732K - $784K
|
77.5K
$1.85M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-34.1K- 37.34% |
$775K - $829K
|
57.2K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.2K- 10.89% |
$822K - $880K
|
296K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-60.8K- 5.92% |
$1.38M - $1.48M
|
965K
$23.1M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-69K- 58.76% |
$1.57M - $1.68M
|
48.5K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-83.2K- 10.2% |
$1.89M - $2.02M
|
732K
$17.5M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-86.1K- 3.3% |
$1.96M - $2.09M
|
2.52M
$60.2M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-115K- 77.36% |
$2.61M - $2.8M
|
33.7K
$804K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-141K- 21.88% |
$3.2M - $3.42M
|
502K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-141K- 93.48% |
$3.2M - $3.42M
|
9.82K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-216K- 13.55% |
$4.92M - $5.26M
|
1.38M
$33M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-279K- 94.89% |
$6.34M - $6.79M
|
15K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-393K- 92.04% |
$8.93M - $9.56M
|
34K
$812K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-495K- 8.49% |
$11.2M - $12M
|
5.34M
$128M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-509K- 11.88% |
$11.6M - $12.4M
|
3.77M
$90.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-509K- 11.88% |
$11.6M - $12.4M
|
3.77M
$90.2M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-560K- 90.77% |
$12.7M - $13.6M
|
57K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-668K- 28.66% |
$15.2M - $16.2M
|
1.66M
$39.7M
|