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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-705- 2.97% |
$15.5K - $16.4K
|
23K
$550K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-751- 8.58% |
$16.5K - $17.5K
|
8.01K
$191K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-792- 2.89% |
$17.4K - $18.5K
|
26.6K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-799- 84.37% |
$17.5K - $18.6K
|
148
$3.54K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-800- 4.16% |
$17.6K - $18.6K
|
18.5K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-899- 84.25% |
$19.7K - $21K
|
168
$4.01K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.04K- 0.54% |
$22.7K - $24.1K
|
191K
$4.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.11K- 24.27% |
$24.4K - $25.9K
|
3.47K
$83K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.12K- 7.56% |
$24.7K - $26.2K
|
13.7K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21K- 1.9% |
$26.6K - $28.3K
|
62.5K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.38K- 11.41% |
$30.3K - $32.2K
|
10.7K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 2.27% |
$30.6K - $32.5K
|
60.1K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.79K- 14.15% |
$39.2K - $41.6K
|
10.8K
$259K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-1.94K- 13.86% |
$42.5K - $45.2K
|
12K
$288K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.03K- 3.15% |
$44.5K - $47.2K
|
62.4K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.1K- 9.73% |
$46K - $48.9K
|
19.5K
$465K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-2.3K- 2.37% |
$50.5K - $53.6K
|
94.6K
$2.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.45K- 33.32% |
$53.8K - $57.2K
|
4.91K
$117K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-3.17K- 14.0% |
$69.4K - $73.8K
|
19.4K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.24K- 10.61% |
$71.1K - $75.6K
|
27.3K
$653K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.35K- 45.09% |
$73.5K - $78.1K
|
4.08K
$97.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.76K- 24.59% |
$82.5K - $87.7K
|
11.5K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.77K- 17.68% |
$82.7K - $87.9K
|
17.6K
$419K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-3.8K- 3.7% |
$83.3K - $88.5K
|
98.7K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.8K- 4.04% |
$83.4K - $88.6K
|
90.1K
$2.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.1K- 16.96% |
$90K - $95.6K
|
20.1K
$480K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.31K- 27.75% |
$94.5K - $100K
|
11.2K
$268K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-4.95K- 28.26% |
$109K - $115K
|
12.6K
$300K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-4.95K- 28.26% |
$109K - $115K
|
12.6K
$300K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.17K- 18.41% |
$113K - $120K
|
22.9K
$547K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.46K- 7.88% |
$120K - $127K
|
63.8K
$1.52M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.66K- 32.08% |
$124K - $132K
|
12K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.66K- 32.08% |
$124K - $132K
|
12K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.76K- 12.94% |
$126K - $134K
|
38.8K
$927K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.92K- 17.41% |
$130K - $138K
|
28.1K
$671K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.17K- 31.13% |
$179K - $191K
|
18.1K
$432K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-9.07K- 15.97% |
$199K - $211K
|
47.7K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-9.53K- 3.44% |
$209K - $222K
|
268K
$6.4M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-10.3K- 38.63% |
$225K - $240K
|
16.3K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.9K- 53.54% |
$240K - $255K
|
9.49K
$227K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.5K- 5.66% |
$252K - $267K
|
191K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 56.37% |
$283K - $301K
|
10K
$239K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-13.2K- 40.13% |
$291K - $309K
|
19.8K
$472K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-15.1K- 0.57% |
$331K - $352K
|
2.62M
$62.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.9K- 4.16% |
$349K - $370K
|
366K
$8.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16K- 4.29% |
$350K - $372K
|
356K
$8.51M
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17.7K- 16.2% |
$387K - $411K
|
91.3K
$2.18M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.4K- 14.66% |
$492K - $522K
|
130K
$3.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23K- 69.01% |
$504K - $536K
|
10.3K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.2K- 98.12% |
$531K - $564K
|
464
$11.1K
|