Purchases and Sales Made in Q2 2024 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q2 2024. 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 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.29MNew |
$50M - $54M
|
2.29M
$59.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
670K+ 40.33% |
$14.7M - $15.8M
|
2.33M
$60.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
435K+ 10.4% |
$9.5M - $10.2M
|
4.61M
$119M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
337K+ 6.54% |
$7.37M - $7.96M
|
5.49M
$142M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
263K+ 78.5% |
$5.76M - $6.21M
|
599K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
194KNew |
$4.23M - $4.56M
|
194K
$5M
|
|
|
Jul 31, 2024
Q2 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
184K+ 149.23% |
$4.02M - $4.34M
|
307K
$7.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
183K+ 41.3% |
$4.01M - $4.33M
|
628K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
133K+ 389.92% |
$2.9M - $3.13M
|
167K
$4.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
119KNew |
$2.59M - $2.8M
|
119K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
104K+ 93.18% |
$2.27M - $2.45M
|
215K
$5.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
93.8KNew |
$2.05M - $2.21M
|
93.8K
$2.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
78.7KNew |
$1.72M - $1.86M
|
78.7K
$2.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
69.1KNew |
$1.51M - $1.63M
|
69.1K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
67.7K+ 46.78% |
$1.48M - $1.6M
|
212K
$5.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
67K+ 4.69% |
$1.46M - $1.58M
|
1.49M
$38.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
54.3K+ 2.12% |
$1.19M - $1.28M
|
2.61M
$67.5M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.2K+ 2.83% |
$923K - $995K
|
1.53M
$39.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
40.8K+ 333.45% |
$893K - $963K
|
53.1K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
40.5K+ 0.76% |
$885K - $954K
|
5.38M
$139M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
40.3K+ 3.54% |
$880K - $949K
|
1.18M
$30.5M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
36.1K+ 9.07% |
$788K - $850K
|
434K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
29.4KNew |
$643K - $693K
|
29.4K
$760K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.7K+ 166.82% |
$606K - $654K
|
44.4K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24.1K+ 299.21% |
$527K - $569K
|
32.2K
$832K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.6K+ 2.63% |
$494K - $533K
|
882K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.7K+ 18.1% |
$454K - $489K
|
135K
$3.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
20.7K+ 4.7% |
$453K - $489K
|
462K
$11.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
19.9K+ 9.47% |
$435K - $470K
|
230K
$5.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
19.6K+ 9.76% |
$429K - $463K
|
221K
$5.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
19.5K+ 2.99% |
$426K - $460K
|
672K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.6K+ 4.15% |
$384K - $414K
|
441K
$11.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
17.2K+ 3.21% |
$375K - $405K
|
551K
$14.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14.8K+ 23.53% |
$323K - $348K
|
77.5K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
14.6K+ 20.32% |
$319K - $344K
|
86.4K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
14.5K+ 50.35% |
$317K - $342K
|
43.3K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.5K+ 150.21% |
$296K - $319K
|
22.5K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.6KNew |
$254K - $274K
|
11.6K
$300K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
11.6KNew |
$253K - $273K
|
11.6K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.4K+ 10.82% |
$249K - $268K
|
117K
$3.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3K+ 16.12% |
$247K - $267K
|
81.5K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
9.74K+ 4.7% |
$213K - $230K
|
217K
$5.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.71KNew |
$212K - $229K
|
9.71K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.2K+ 1.88% |
$201K - $217K
|
498K
$12.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
9.04KNew |
$198K - $213K
|
9.04K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8.89KNew |
$194K - $210K
|
8.89K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
8.29K+ 1.73% |
$181K - $195K
|
488K
$12.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.17K+ 7.14% |
$179K - $193K
|
123K
$3.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.25K+ 0.75% |
$158K - $171K
|
973K
$25.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
6.38K+ 2.52% |
$139K - $150K
|
259K
$6.71M
|