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 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 6.17% |
$26.5K - $33.9K
|
21.8K
$526K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.26K+ 0.61% |
$26.5K - $33.8K
|
208K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.22K+ 66.63% |
$25.5K - $32.6K
|
3.04K
$73.5K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.19K+ 12.09% |
$24.9K - $31.9K
|
11K
$267K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
931+ 2.38% |
$19.5K - $24.9K
|
40K
$966K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
846+ 2.04% |
$17.7K - $22.7K
|
42.3K
$1.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
798+ 3.64% |
$16.7K - $21.4K
|
22.7K
$549K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
782+ 303.1% |
$16.4K - $20.9K
|
1.04K
$25.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
668+ 4.56% |
$14K - $17.9K
|
15.3K
$370K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
664+ 0.99% |
$13.9K - $17.8K
|
67.5K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
613+ 33.46% |
$12.8K - $16.4K
|
2.45K
$59.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
607+ 6.13% |
$12.7K - $16.3K
|
10.5K
$254K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
$12.6K - $16.1K
|
600
$14.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
578+ 0.57% |
$12.1K - $15.5K
|
101K
$2.44M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$10.5K - $13.4K
|
500
$12.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
364+ 0.32% |
$7.62K - $9.75K
|
114K
$2.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
338+ 0.72% |
$7.07K - $9.05K
|
47.1K
$1.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
305+ 0.75% |
$6.38K - $8.17K
|
41.2K
$995K
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
300+ 1.63% |
$6.28K - $8.03K
|
18.7K
$451K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
242+ 1.21% |
$5.07K - $6.48K
|
20.3K
$491K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
150New |
$3.14K - $4.02K
|
150
$3.62K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
126+ 1.32% |
$2.64K - $3.37K
|
9.66K
$233K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
99+ 0.47% |
$2.07K - $2.65K
|
21.4K
$516K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
97+ 0.84% |
$2.03K - $2.6K
|
11.6K
$281K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
96New |
$2.01K - $2.57K
|
96
$2.32K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
64+ 0.39% |
$1.34K - $1.71K
|
16.5K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
54New |
$1.13K - $1.45K
|
54
$1.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53+ 0.6% |
$1.11K - $1.42K
|
8.82K
$213K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
39+ 0.47% |
$816 - $1.04K
|
8.37K
$202K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
8+ 7.84% |
$167 - $214
|
110
$2.66K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 3.95% |
$62.8 - $80.3
|
79
$1.91K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3+ 0.02% |
$62.8 - $80.3
|
12.5K
$302K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.01% |
$20.9 - $26.8
|
10.7K
$258K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 0.02% |
$20.9 - $26.8
|
6.33K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 0.8% |
$62.8 - $80.3
|
373
$9.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.19% |
$440 - $562
|
11.2K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-65- 1.99% |
$1.36K - $1.74K
|
3.2K
$77.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-72- 0.43% |
$1.51K - $1.93K
|
16.8K
$406K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-124- 0.59% |
$2.6K - $3.32K
|
20.9K
$505K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-126- 62.69% |
$2.64K - $3.37K
|
75
$1.81K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-139- 6.42% |
$2.91K - $3.72K
|
2.03K
$48.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-201- 1.04% |
$4.21K - $5.38K
|
19.2K
$463K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-220- 2.25% |
$4.6K - $5.89K
|
9.54K
$230K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-330- 35.48% |
$6.91K - $8.84K
|
600
$14.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-344- 70.64% |
$7.2K - $9.21K
|
143
$3.45K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-402- 1.38% |
$8.41K - $10.8K
|
28.7K
$694K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-434- 1.57% |
$9.08K - $11.6K
|
27.3K
$659K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-491- 41.36% |
$10.3K - $13.1K
|
696
$16.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-550- 1.0% |
$11.5K - $14.7K
|
54.5K
$1.32M
|