Purchases and Sales Made in Q3 2024 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
7.49K+ 10.84% |
$173K - $204K
|
76.6K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.37K+ 8.53% |
$170K - $200K
|
93.7K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.45K+ 19.78% |
$149K - $175K
|
39.1K
$934K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.05KNew |
$117K - $137K
|
5.05K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.95K+ 20.4% |
$114K - $135K
|
29.2K
$698K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
4.92KNew |
$114K - $134K
|
4.92K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.73K+ 3.86% |
$109K - $129K
|
127K
$3.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.66K+ 4.62% |
$107K - $127K
|
105K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.35K+ 14.79% |
$100K - $118K
|
33.8K
$806K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
3.06K+ 3.94% |
$70.5K - $83.1K
|
80.6K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.57K+ 0.58% |
$59.4K - $69.9K
|
444K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 18.14% |
$58.2K - $68.5K
|
16.4K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.36K+ 11.9% |
$54.4K - $64K
|
22.2K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.8K+ 1.52% |
$41.5K - $48.9K
|
120K
$2.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 0.56% |
$39.1K - $46.1K
|
303K
$7.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.67K+ 3.59% |
$38.5K - $45.3K
|
48.1K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.65K+ 4.87% |
$38K - $44.7K
|
35.5K
$847K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.59K+ 1.94% |
$36.6K - $43.1K
|
83.2K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.46KNew |
$33.6K - $39.5K
|
1.46K
$34.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.38K+ 3.17% |
$31.8K - $37.4K
|
44.9K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.24K+ 13.76% |
$28.7K - $33.8K
|
10.3K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
967+ 0.77% |
$22.3K - $26.3K
|
126K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
927+ 51.53% |
$21.4K - $25.2K
|
2.73K
$65.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
878+ 0.55% |
$20.3K - $23.9K
|
160K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
814+ 8.54% |
$18.8K - $22.1K
|
10.3K
$247K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
759+ 6.17% |
$17.5K - $20.6K
|
13.1K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
685+ 3.49% |
$15.8K - $18.6K
|
20.3K
$485K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
667+ 0.35% |
$15.4K - $18.1K
|
191K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
553+ 112.4% |
$12.8K - $15K
|
1.05K
$25K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
535New |
$12.3K - $14.5K
|
535
$12.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
420+ 3.02% |
$9.69K - $11.4K
|
14.3K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
393+ 1.2% |
$9.07K - $10.7K
|
33.1K
$792K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
350+ 0.85% |
$8.07K - $9.51K
|
41.8K
$998K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
204+ 6.59% |
$4.71K - $5.54K
|
3.3K
$78.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
179+ 17.43% |
$4.13K - $4.86K
|
1.21K
$28.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
175+ 0.77% |
$4.04K - $4.75K
|
22.9K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
159+ 1.64% |
$3.67K - $4.32K
|
9.87K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
145+ 1.42% |
$3.35K - $3.94K
|
10.4K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
124+ 0.94% |
$2.86K - $3.37K
|
13.3K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.38% |
$2.56K - $3.02K
|
29.3K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
101+ 80.16% |
$2.33K - $2.74K
|
227
$5.42K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
97+ 0.5% |
$2.24K - $2.64K
|
19.4K
$463K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
79+ 0.62% |
$1.82K - $2.15K
|
12.8K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
79+ 0.15% |
$1.82K - $2.15K
|
51.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75New |
$1.73K - $2.04K
|
75
$1.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
51+ 0.57% |
$1.18K - $1.39K
|
8.94K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
39New |
$900 - $1.06K
|
39
$932
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 21.39% |
$854 - $1.01K
|
210
$5.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32+ 0.35% |
$738 - $869
|
9.06K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
31+ 0.93% |
$715 - $842
|
3.37K
$80.6K
|