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 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.1K- 12.93% |
$661K - $703K
|
203K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.6K- 26.76% |
$868K - $923K
|
108K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46.8K- 10.48% |
$1.03M - $1.09M
|
400K
$9.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-48K- 5.86% |
$1.05M - $1.12M
|
771K
$18.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-50K- 11.98% |
$1.1M - $1.17M
|
367K
$8.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-52.6K- 15.72% |
$1.15M - $1.23M
|
282K
$6.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-52.7K- 25.64% |
$1.16M - $1.23M
|
153K
$3.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-55.3K- 83.76% |
$1.21M - $1.29M
|
10.7K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-59K- 19.37% |
$1.3M - $1.38M
|
246K
$5.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-63.7K- 4.61% |
$1.4M - $1.48M
|
1.32M
$31.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-67.4K- 10.89% |
$1.48M - $1.57M
|
551K
$13.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-84.4K- 32.21% |
$1.85M - $1.97M
|
178K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.2K- 91.24% |
$2M - $2.13M
|
8.76K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-93.9K- 68.51% |
$2.06M - $2.19M
|
43.2K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-129K- 28.72% |
$2.83M - $3.01M
|
320K
$7.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-150K- 63.38% |
$3.29M - $3.49M
|
86.6K
$2.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-152K- 13.72% |
$3.33M - $3.54M
|
954K
$22.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-156K- 63.8% |
$3.43M - $3.65M
|
88.8K
$2.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-165K- 88.81% |
$3.61M - $3.84M
|
20.8K
$496K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-197K- 19.92% |
$4.33M - $4.6M
|
794K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-242K- 48.17% |
$5.3M - $5.63M
|
260K
$6.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-257K- 49.02% |
$5.65M - $6M
|
268K
$6.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-278K- 35.35% |
$6.1M - $6.48M
|
508K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-286K- 4.68% |
$6.28M - $6.68M
|
5.83M
$139M
|