Purchases and Sales Made in Q2 2022 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-250- 0.55% |
$5.85K - $7.45K
|
45.6K
$1.17M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-303- 25.46% |
$7.08K - $9.03K
|
887
$22.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-339Closed |
$7.93K - $10.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-408- 3.79% |
$9.54K - $12.2K
|
10.3K
$265K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-438- 4.71% |
$10.2K - $13.1K
|
8.86K
$227K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-562Closed |
$13.1K - $16.8K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-564- 1.51% |
$13.2K - $16.8K
|
36.7K
$940K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-582- 81.86% |
$13.6K - $17.3K
|
129
$3.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-585- 46.95% |
$13.7K - $17.4K
|
661
$16.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-691- 36.79% |
$16.2K - $20.6K
|
1.19K
$30.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-700Closed |
$16.4K - $20.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-704- 4.31% |
$16.5K - $21K
|
15.6K
$400K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-846- 33.23% |
$19.8K - $25.2K
|
1.7K
$43.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-866- 4.79% |
$20.2K - $25.8K
|
17.2K
$441K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-866- 4.79% |
$20.2K - $25.8K
|
17.2K
$441K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-943- 7.78% |
$22K - $28.1K
|
11.2K
$286K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-967- 9.72% |
$22.6K - $28.8K
|
8.99K
$230K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.09K- 5.33% |
$25.5K - $32.6K
|
19.4K
$496K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.23KClosed |
$28.8K - $36.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.25K- 36.75% |
$29.3K - $37.4K
|
2.16K
$55.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.3K- 6.05% |
$30.3K - $38.6K
|
20.1K
$515K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-1.31K- 13.63% |
$30.6K - $39.1K
|
8.3K
$212K
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.49K- 0.37% |
$34.9K - $44.5K
|
405K
$10.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.61K- 1.44% |
$37.5K - $47.8K
|
110K
$2.81M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-1.69K- 7.35% |
$39.5K - $50.3K
|
21.3K
$544K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.78K- 7.51% |
$41.6K - $53K
|
21.9K
$561K
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.79K- 0.86% |
$41.8K - $53.3K
|
206K
$5.28M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.8K- 6.11% |
$42.2K - $53.7K
|
27.7K
$709K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.91K- 6.14% |
$44.6K - $56.8K
|
29.1K
$745K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.98K- 26.03% |
$46.2K - $59K
|
5.62K
$144K
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2K- 8.88% |
$46.8K - $59.6K
|
20.5K
$525K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.24K- 5.26% |
$52.3K - $66.7K
|
40.3K
$1.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 2.21% |
$53.2K - $67.8K
|
101K
$2.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.42K- 9.38% |
$56.6K - $72.2K
|
23.4K
$598K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.77K- 2.46% |
$64.8K - $82.6K
|
110K
$2.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.03K- 4.08% |
$70.9K - $90.4K
|
71.4K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.35K- 4.68% |
$78.3K - $99.8K
|
68.2K
$1.74M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-3.5K- 7.66% |
$81.9K - $104K
|
42.2K
$1.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-4.14K- 9.19% |
$96.8K - $123K
|
40.9K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-4.22K- 3.28% |
$98.5K - $126K
|
124K
$3.18M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.48K- 1.72% |
$105K - $133K
|
255K
$6.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.62K- 15.19% |
$108K - $138K
|
25.8K
$661K
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-4.98KClosed |
$117K - $149K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.14K- 38.11% |
$120K - $153K
|
8.34K
$213K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.27K- 11.71% |
$123K - $157K
|
39.7K
$1.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.43K- 9.32% |
$127K - $162K
|
52.8K
$1.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-6.06K- 11.84% |
$142K - $181K
|
45.1K
$1.15M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.92KClosed |
$162K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-6.93KClosed |
$162K - $207K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-7.09K- 9.58% |
$166K - $211K
|
66.8K
$1.71M
|