Purchases and Sales Made in Q2 2025 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q2 2025. 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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
222K+ 9.22% |
$4.78M - $5.57M
|
2.62M
$64.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
125K+ 11.8% |
$2.69M - $3.14M
|
1.18M
$29.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
109KNew |
$2.35M - $2.74M
|
109K
$2.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
103K+ 1.8% |
$2.21M - $2.58M
|
5.82M
$144M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
91.3K+ 26.94% |
$1.97M - $2.3M
|
430K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81K+ 21.72% |
$1.75M - $2.04M
|
454K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
63.1K+ 4.64% |
$1.36M - $1.59M
|
1.42M
$35.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
61.3K+ 11.11% |
$1.32M - $1.54M
|
612K
$15.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
58.7KNew |
$1.27M - $1.48M
|
58.7K
$1.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
47.4KNew |
$1.02M - $1.19M
|
47.4K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
42.6K+ 15.92% |
$919K - $1.07M
|
310K
$7.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
37.5K+ 80.69% |
$811K - $945K
|
84.1K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.2K+ 708.52% |
$738K - $860K
|
39K
$965K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
24.8K+ 6.09% |
$534K - $623K
|
431K
$10.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
24.3K+ 9.8% |
$524K - $611K
|
272K
$6.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
21.4K+ 2.1% |
$461K - $537K
|
1.04M
$25.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
20.7K+ 7.75% |
$446K - $520K
|
287K
$7.11M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
20.1K+ 24.21% |
$434K - $506K
|
103K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
19.3K+ 3.94% |
$416K - $485K
|
508K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
16.3K+ 1.05% |
$352K - $410K
|
1.58M
$39M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.9KNew |
$343K - $400K
|
15.9K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
13.9KNew |
$301K - $351K
|
13.9K
$345K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.4K+ 2.03% |
$268K - $313K
|
625K
$15.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
11.2KNew |
$242K - $282K
|
11.2K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9KNew |
$194K - $226K
|
9K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8.89KNew |
$192K - $224K
|
8.89K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.33KNew |
$180K - $210K
|
8.33K
$206K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8.1KNew |
$175K - $204K
|
8.1K
$200K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.54K+ 4.3% |
$141K - $164K
|
159K
$3.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.12K+ 10.43% |
$132K - $154K
|
64.8K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
6.02K+ 150.74% |
$130K - $151K
|
10K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5.9KNew |
$127K - $148K
|
5.9K
$146K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.53K+ 19.92% |
$119K - $139K
|
33.3K
$824K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.7K+ 470200.0% |
$102K - $118K
|
4.7K
$116K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.94K+ 4.26% |
$85K - $99.1K
|
96.4K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.29K+ 1383.19% |
$71.1K - $82.8K
|
3.53K
$87.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.69K+ 11.91% |
$58K - $67.6K
|
25.3K
$625K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.17K+ 2.4% |
$46.8K - $54.5K
|
92.5K
$2.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 0.25% |
$42.4K - $49.4K
|
792K
$19.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.49K+ 3.86% |
$32.2K - $37.6K
|
40.2K
$995K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.14KNew |
$24.6K - $28.6K
|
1.14K
$28.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.07K+ 5.57% |
$23.1K - $26.9K
|
20.2K
$501K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.05K+ 4.07% |
$22.8K - $26.5K
|
27K
$667K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
842+ 4.55% |
$18.2K - $21.2K
|
19.3K
$478K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
650+ 2.05% |
$14K - $16.4K
|
32.4K
$802K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
573+ 15.86% |
$12.4K - $14.4K
|
4.19K
$104K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
510+ 4.07% |
$11K - $12.8K
|
13.1K
$323K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
510+ 0.9% |
$11K - $12.8K
|
57.3K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$10.8K - $12.6K
|
500
$12.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
481+ 4.59% |
$10.4K - $12.1K
|
11K
$271K
|