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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.08K- 0.84% |
$141K - $153K
|
719K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-6.84K- 35.29% |
$159K - $172K
|
12.5K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-7.11K- 1.69% |
$165K - $179K
|
413K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-7.19K- 12.67% |
$167K - $181K
|
49.6K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-7.34K- 43.79% |
$171K - $185K
|
9.43K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.8K- 3.8% |
$228K - $247K
|
248K
$6.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-10.2K- 26.51% |
$237K - $257K
|
28.3K
$703K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-10.4KClosed |
$242K - $263K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 1.43% |
$267K - $289K
|
790K
$19.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16.4K- 10.28% |
$382K - $414K
|
144K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17K- 14.25% |
$394K - $427K
|
102K
$2.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-21K- 6.14% |
$488K - $528K
|
321K
$7.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-28.6K- 70.71% |
$664K - $719K
|
11.8K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.3K- 37.21% |
$681K - $737K
|
49.4K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.3K- 21.0% |
$866K - $938K
|
140K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38K- 26.57% |
$883K - $956K
|
105K
$2.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-38.2K- 6.49% |
$888K - $962K
|
551K
$13.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-40K- 48.9% |
$928K - $1.01M
|
41.8K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-41.2K- 9.43% |
$959K - $1.04M
|
396K
$9.85M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-46.3K- 95.88% |
$1.08M - $1.16M
|
1.99K
$49.4K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.7K- 38.18% |
$1.6M - $1.73M
|
111K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-81.9K- 31.69% |
$1.9M - $2.06M
|
177K
$4.39M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-94.4K- 91.55% |
$2.19M - $2.38M
|
8.72K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-94.6K- 11.31% |
$2.2M - $2.38M
|
741K
$18.4M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-108K- 21.55% |
$2.5M - $2.71M
|
391K
$9.73M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-115K- 8.88% |
$2.66M - $2.88M
|
1.18M
$29.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-124K- 9.63% |
$2.88M - $3.12M
|
1.16M
$28.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-140K- 4.92% |
$3.25M - $3.52M
|
2.71M
$67.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-316K- 51.67% |
$7.35M - $7.96M
|
296K
$7.36M
|