Purchases and Sales Made in Q2 2023 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.05K+ 5.12% |
$23.1K - $24.6K
|
21.7K
$517K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
974+ 4.29% |
$21.4K - $22.7K
|
23.7K
$566K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
911+ 3.76% |
$20K - $21.2K
|
25.1K
$601K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
847+ 40.03% |
$18.6K - $19.7K
|
2.96K
$70.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
829New |
$18.2K - $19.3K
|
829
$19.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
765New |
$16.8K - $17.8K
|
765
$18.3K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
736+ 4.52% |
$16.1K - $17.2K
|
17K
$407K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
635+ 241.44% |
$13.9K - $14.8K
|
898
$21.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
635+ 241.44% |
$13.9K - $14.8K
|
898
$21.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
600+ 5.21% |
$13.2K - $14K
|
12.1K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
551New |
$12.1K - $12.8K
|
551
$13.2K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
456+ 4.58% |
$10K - $10.6K
|
10.4K
$249K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
349+ 0.76% |
$7.66K - $8.14K
|
46.2K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
315+ 1.04% |
$6.91K - $7.34K
|
30.5K
$730K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
314+ 3.39% |
$6.89K - $7.32K
|
9.57K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
266+ 0.57% |
$5.84K - $6.2K
|
47.2K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
258+ 2.52% |
$5.66K - $6.01K
|
10.5K
$250K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
251New |
$5.51K - $5.85K
|
251
$6K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
185+ 0.57% |
$4.06K - $4.31K
|
32.7K
$780K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
167+ 6.21% |
$3.66K - $3.89K
|
2.86K
$68.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
152+ 1.04% |
$3.33K - $3.54K
|
14.7K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
146New |
$3.2K - $3.4K
|
146
$3.49K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
139New |
$3.05K - $3.24K
|
139
$3.32K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
103+ 0.46% |
$2.26K - $2.4K
|
22.4K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
84+ 0.57% |
$1.84K - $1.96K
|
14.8K
$354K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
75+ 0.49% |
$1.65K - $1.75K
|
15.3K
$364K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
48+ 50.53% |
$1.05K - $1.12K
|
143
$3.42K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21New |
$461 - $490
|
21
$502
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$87.8 - $93.2
|
11.2K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.01% |
$43.9 - $46.6
|
23.7K
$566K
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$21.9 - $23.3
|
39.1K
$934K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 1.72% |
$21.9 - $23.3
|
59
$1.41K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2- -0.0% |
$43.9 - $46.6
|
73.1K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 4.32% |
$176 - $186
|
177
$4.23K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-48- 1.36% |
$1.05K - $1.12K
|
3.48K
$83K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-60- 0.62% |
$1.32K - $1.4K
|
9.56K
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-85- 0.74% |
$1.86K - $1.98K
|
11.5K
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-94- 0.47% |
$2.06K - $2.19K
|
20K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-96- 0.65% |
$2.11K - $2.24K
|
14.7K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-165- 1.66% |
$3.62K - $3.85K
|
9.79K
$234K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-430- 1.11% |
$9.43K - $10K
|
38.2K
$912K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-472- 2.98% |
$10.4K - $11K
|
15.4K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-475- 1.3% |
$10.4K - $11.1K
|
36.2K
$864K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-493- 3.64% |
$10.8K - $11.5K
|
13.1K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-558- 79.71% |
$12.2K - $13K
|
142
$3.39K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-608- 3.28% |
$13.3K - $14.2K
|
17.9K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-632- 2.94% |
$13.9K - $14.7K
|
20.8K
$498K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-641- 44.24% |
$14.1K - $14.9K
|
808
$19.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-674- 9.52% |
$14.8K - $15.7K
|
6.41K
$153K
|