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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-282- 1.39% |
$6.55K - $7.1K
|
20K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-347- 2.57% |
$8.06K - $8.73K
|
13.2K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-395- 1.81% |
$9.18K - $9.94K
|
21.5K
$533K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-428- 2.21% |
$9.95K - $10.8K
|
19K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-435- 2.59% |
$10.1K - $10.9K
|
16.3K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-461- 3.08% |
$10.7K - $11.6K
|
14.5K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-500- 0.38% |
$11.6K - $12.6K
|
131K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-552- 0.18% |
$12.8K - $13.9K
|
302K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-578- 5.3% |
$13.4K - $14.5K
|
10.3K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-663- 6.41% |
$15.4K - $16.7K
|
9.68K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-674- 4.71% |
$15.7K - $17K
|
13.6K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-780- 8.54% |
$18.1K - $19.6K
|
8.35K
$207K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-800- 17.66% |
$18.6K - $20.1K
|
3.73K
$92.7K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-848- 3.84% |
$19.7K - $21.3K
|
21.2K
$527K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-850- 51.52% |
$19.8K - $21.4K
|
800
$19.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-981- 7.26% |
$22.8K - $24.7K
|
12.5K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-996- 2.99% |
$23.1K - $25.1K
|
32.3K
$803K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 3.63% |
$24.5K - $26.5K
|
28K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.07K- 5.93% |
$24.9K - $27K
|
17K
$423K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.11K- 39.29% |
$25.9K - $28K
|
1.72K
$42.7K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.13K- 1.95% |
$26.2K - $28.4K
|
56.6K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.23K- 4.02% |
$28.5K - $30.9K
|
29.3K
$728K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.23K- 4.87% |
$28.5K - $30.9K
|
24K
$596K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 6.53% |
$28.7K - $31.1K
|
17.7K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.28K- 9.33% |
$29.7K - $32.2K
|
12.4K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 1.86% |
$30.6K - $33.1K
|
69.5K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.37K- 99.35% |
$31.9K - $34.5K
|
9
$224
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.39K- 4.58% |
$32.2K - $34.9K
|
28.9K
$717K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.47K- 2.88% |
$34.2K - $37K
|
49.5K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.54K- 6.85% |
$35.7K - $38.6K
|
20.9K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 1.57% |
$35.8K - $38.7K
|
96.5K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.75K- 1.36% |
$40.6K - $44K
|
127K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.77K- 5.48% |
$41.1K - $44.5K
|
30.5K
$759K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.84K- 16.59% |
$42.7K - $46.2K
|
9.24K
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.05K- 1.07% |
$47.6K - $51.5K
|
190K
$4.71M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.18K- 11.72% |
$50.5K - $54.7K
|
16.4K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-2.24K- 6.72% |
$52.1K - $56.4K
|
31.1K
$773K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2.38K- 2.78% |
$55.3K - $59.9K
|
83.1K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.39K- 4.89% |
$55.6K - $60.2K
|
46.5K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.42K- 11.44% |
$56.3K - $60.9K
|
18.7K
$466K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.54K- 5.0% |
$59K - $63.9K
|
48.2K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.58K- 5.81% |
$59.9K - $64.9K
|
41.8K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.74K- 0.49% |
$63.6K - $68.9K
|
553K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.86K- 22.59% |
$66.5K - $72K
|
9.81K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.09K- 2.6% |
$71.8K - $77.7K
|
116K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.03K- 45.41% |
$93.7K - $101K
|
4.85K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.91K- 94.74% |
$114K - $124K
|
273
$6.78K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.09K- 89.87% |
$118K - $128K
|
574
$14.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.79K- 99.83% |
$135K - $146K
|
10
$249
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.9K- 6.56% |
$137K - $148K
|
84K
$2.09M
|