Purchases and Sales Made in Q3 2022 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14.3KNew |
$300K - $383K
|
14.3K
$366K
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.3KNew |
$278K - $356K
|
13.3K
$340K
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.3KNew |
$278K - $355K
|
13.3K
$340K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13KNew |
$273K - $349K
|
13K
$333K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
12.7KNew |
$266K - $340K
|
12.7K
$325K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.7K+ 1.53% |
$265K - $339K
|
842K
$21.5M
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.3K+ 5.23% |
$258K - $330K
|
248K
$6.34M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.9KNew |
$248K - $318K
|
11.9K
$304K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2K+ 122.85% |
$234K - $299K
|
20.3K
$519K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.7K+ 63.19% |
$224K - $287K
|
27.7K
$708K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 411.41% |
$224K - $287K
|
13.3K
$341K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.5KNew |
$220K - $282K
|
10.5K
$270K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.5KNew |
$220K - $282K
|
10.5K
$269K
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10.4KNew |
$217K - $278K
|
10.4K
$266K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
9.18K+ 13.5% |
$192K - $246K
|
77.2K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.43K+ 13.02% |
$176K - $226K
|
73.2K
$1.87M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.4KNew |
$176K - $225K
|
8.4K
$215K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
8.26K+ 2876.66% |
$173K - $221K
|
8.54K
$219K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.3K+ 0.28% |
$153K - $195K
|
2.58M
$66.1M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.87K+ 6.71% |
$144K - $184K
|
109K
$2.8M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.87K+ 6.71% |
$144K - $184K
|
109K
$2.8M
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.68K+ 73.51% |
$140K - $179K
|
15.8K
$404K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.93K+ 38.96% |
$124K - $159K
|
21.2K
$541K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.92K+ 5.4% |
$124K - $159K
|
116K
$2.96M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
5.29K+ 2.89% |
$111K - $142K
|
188K
$4.81M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.2K+ 24.83% |
$109K - $139K
|
26.1K
$669K
|
|
Oct 11, 2022
Q3 2022
|
Gp Brinson Investments LLC
|
BUY
|
- |
5.08K+ 3.35% |
$106K - $136K
|
157K
$4.01M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.79K+ 8.45% |
$100K - $128K
|
61.5K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.01K+ 15.18% |
$83.9K - $107K
|
30.4K
$778K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.55K+ 11.77% |
$74.3K - $95K
|
33.7K
$862K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.43K+ 8.63% |
$71.7K - $91.8K
|
43.1K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.34K+ 16.16% |
$69.8K - $89.3K
|
24K
$614K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.13K+ 0.46% |
$65.6K - $83.9K
|
689K
$17.6M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.13K+ 0.46% |
$65.6K - $83.9K
|
689K
$17.6M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.97K+ 14.76% |
$62.2K - $79.5K
|
23.1K
$591K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.51K+ 66.67% |
$52.6K - $67.3K
|
6.29K
$161K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.26K+ 279.78% |
$47.2K - $60.4K
|
3.06K
$78.3K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.21K+ 24.59% |
$46.3K - $59.2K
|
11.2K
$287K
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.19K+ 6.9% |
$45.9K - $58.8K
|
34K
$870K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.05K+ 535.86% |
$42.8K - $54.8K
|
2.43K
$62.2K
|
|
Nov 14, 2022
Q3 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
2.02K+ 0.39% |
$42.2K - $54K
|
521K
$13.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.01K+ 22.39% |
$42.1K - $53.9K
|
11K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
BUY
|
- |
1.67K+ 2.7% |
$35K - $44.8K
|
63.5K
$1.62M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.56KNew |
$32.6K - $41.7K
|
1.56K
$39.8K
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.55K+ 0.38% |
$32.4K - $41.4K
|
405K
$10.4M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.5K+ 5.83% |
$31.4K - $40.2K
|
27.2K
$697K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.44K+ 3.91% |
$30.1K - $38.5K
|
38.2K
$977K
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.3K+ 5.94% |
$27.2K - $34.8K
|
23.2K
$593K
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 6.17% |
$26.5K - $33.9K
|
21.8K
$557K
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.26K+ 0.61% |
$26.5K - $33.8K
|
208K
$5.31M
|