Purchases and Sales Made in Q1 2025 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q1 2025. 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 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
10.5KNew |
$244K - $264K
|
10.5K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.96K+ 55.96% |
$232K - $251K
|
27.8K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
9.69K+ 15.6% |
$225K - $244K
|
71.8K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.94K+ 23.44% |
$208K - $225K
|
47.1K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8.86KNew |
$206K - $223K
|
8.86K
$220K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.72K+ 96.0% |
$203K - $219K
|
17.8K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.32K+ 21.99% |
$193K - $209K
|
46.1K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.88K+ 6.11% |
$183K - $198K
|
137K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.78K+ 8.71% |
$181K - $196K
|
97K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.79KNew |
$135K - $146K
|
5.79K
$144K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.39K+ 10.12% |
$125K - $136K
|
58.7K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.09K+ 4.63% |
$118K - $128K
|
115K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.07K+ 5.08% |
$118K - $128K
|
105K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.7K+ 6.53% |
$109K - $118K
|
76.7K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.95K+ 2.33% |
$91.7K - $99.3K
|
173K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.63K+ 1.84% |
$84.3K - $91.3K
|
200K
$4.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 231.68% |
$78.3K - $84.8K
|
4.83K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.23K+ 4.28% |
$75.1K - $81.3K
|
78.7K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.1K+ 8.71% |
$72.1K - $78K
|
38.7K
$962K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.09KNew |
$71.8K - $77.7K
|
3.09K
$76.8K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.59KNew |
$60.3K - $65.2K
|
2.59K
$64.4K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.45K+ 27.84% |
$56.9K - $61.6K
|
11.2K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.37KNew |
$55.2K - $59.7K
|
2.37K
$59K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.11K+ 4.01% |
$49.1K - $53.1K
|
54.8K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 195.22% |
$47.4K - $51.3K
|
3.09K
$76.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.02K+ 0.64% |
$46.9K - $50.8K
|
319K
$7.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.02K+ 9.25% |
$46.8K - $50.7K
|
23.8K
$591K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 6.74% |
$46.6K - $50.5K
|
31.8K
$790K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 9.64% |
$40.6K - $43.9K
|
19.8K
$493K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.54K+ 1.03% |
$35.8K - $38.7K
|
151K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.41K+ 5.8% |
$32.8K - $35.5K
|
25.7K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.4K+ 16.16% |
$32.4K - $35.1K
|
10K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.28K+ 3.23% |
$29.8K - $32.3K
|
41K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.27K+ 7.94% |
$29.5K - $32K
|
17.3K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.24K+ 41.13% |
$28.9K - $31.2K
|
4.26K
$106K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.06K+ 2.9% |
$24.7K - $26.8K
|
37.8K
$939K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.01K+ 9.8% |
$23.4K - $25.4K
|
11.3K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
998+ 1.99% |
$23.2K - $25.1K
|
51.2K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
936+ 1.23% |
$21.8K - $23.5K
|
76.8K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
896+ 2.55% |
$20.8K - $22.5K
|
36K
$895K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
790+ 6.52% |
$18.4K - $19.9K
|
12.9K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
624+ 25.41% |
$14.5K - $15.7K
|
3.08K
$76.5K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
612+ 1.44% |
$14.2K - $15.4K
|
43K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
596+ 12.88% |
$13.9K - $15K
|
5.22K
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
574New |
$13.3K - $14.4K
|
574
$14.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
557+ 2.53% |
$12.9K - $14K
|
22.6K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
552+ 5.27% |
$12.8K - $13.9K
|
11K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
521+ 2.79% |
$12.1K - $13.1K
|
19.2K
$476K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
459+ 1.24% |
$10.7K - $11.5K
|
37.4K
$930K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
424New |
$9.85K - $10.7K
|
424
$10.5K
|