Purchases and Sales Made in Q3 2023 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.04MNew |
$21.7M - $25.1M
|
1.04M
$24.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
810K+ 95.01% |
$16.9M - $19.5M
|
1.66M
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
435K+ 42.2% |
$9.08M - $10.5M
|
1.46M
$35M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
262K+ 33.02% |
$5.47M - $6.32M
|
1.06M
$25.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
251K+ 96.53% |
$5.24M - $6.05M
|
511K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
250K+ 20.16% |
$5.23M - $6.04M
|
1.49M
$35.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
244K+ 60.6% |
$5.09M - $5.87M
|
645K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
240K+ 26.71% |
$5.02M - $5.8M
|
1.14M
$27.2M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
222K+ 5.14% |
$4.63M - $5.35M
|
4.54M
$108M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
211K+ 16.09% |
$4.41M - $5.09M
|
1.52M
$36.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
184K+ 68.82% |
$3.85M - $4.44M
|
452K
$10.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
148K+ 32.9% |
$3.09M - $3.57M
|
598K
$14.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
112KNew |
$2.33M - $2.69M
|
112K
$2.66M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
92.7K+ 6.62% |
$1.94M - $2.24M
|
1.49M
$35.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
87.4KNew |
$1.82M - $2.11M
|
87.4K
$2.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
67.2K+ 13.22% |
$1.4M - $1.62M
|
575K
$13.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
67.2K+ 2.57% |
$1.4M - $1.62M
|
2.68M
$64.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
66.4KNew |
$1.39M - $1.6M
|
66.4K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.9K+ 4.25% |
$1.21M - $1.4M
|
1.42M
$33.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
47.6K+ 33.58% |
$995K - $1.15M
|
189K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
44.9KNew |
$939K - $1.08M
|
44.9K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.2KNew |
$820K - $947K
|
39.2K
$938K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
36.4K+ 4.02% |
$761K - $879K
|
942K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
35.3KNew |
$737K - $851K
|
35.3K
$843K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
32.5KNew |
$679K - $784K
|
32.5K
$776K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
28.8K+ 4.94% |
$601K - $693K
|
611K
$14.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28.3K+ 9.54% |
$592K - $683K
|
325K
$7.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26.6KNew |
$555K - $641K
|
26.6K
$635K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.4K+ 3.46% |
$489K - $565K
|
701K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$489K - $564K
|
23.4K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.9KNew |
$457K - $528K
|
21.9K
$523K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
20.4K+ 4.86% |
$427K - $493K
|
440K
$10.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.7KNew |
$412K - $475K
|
19.7K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.2K+ 5.25% |
$401K - $463K
|
385K
$9.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
17.5K+ 6.2% |
$366K - $422K
|
300K
$7.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15.8K+ 3.6% |
$329K - $380K
|
454K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
15.8K+ 5.89% |
$329K - $380K
|
283K
$6.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
15.1K+ 8.6% |
$316K - $365K
|
191K
$4.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15K+ 3227.37% |
$313K - $361K
|
15.4K
$369K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14.7K+ 16.56% |
$307K - $355K
|
103K
$2.47M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
14.1K+ 5.94% |
$295K - $341K
|
252K
$6.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
13.6K+ 2.17% |
$284K - $328K
|
642K
$15.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
12.6K+ 13.73% |
$264K - $305K
|
105K
$2.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.2KNew |
$255K - $295K
|
12.2K
$292K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
11.4K+ 6.16% |
$238K - $275K
|
197K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.2K+ 14.3% |
$233K - $270K
|
89.3K
$2.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.9K+ 7.13% |
$228K - $264K
|
164K
$3.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10.3K+ 6.34% |
$215K - $248K
|
172K
$4.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
10.1KNew |
$210K - $243K
|
10.1K
$241K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9.72K+ 5.69% |
$203K - $234K
|
181K
$4.31M
|