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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28+ 0.09% |
$646 - $761
|
30.2K
$723K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27+ 4.33% |
$623 - $734
|
651
$15.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26+ 1.37% |
$600 - $706
|
1.92K
$45.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22New |
$508 - $598
|
22
$526
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10New |
$231 - $272
|
10
$239
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
6+ 3.37% |
$138 - $163
|
184
$4.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$138 - $163
|
6
$143
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6New |
$138 - $163
|
6
$143
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.01% |
$46.1 - $54.3
|
19.3K
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$23.1 - $27.2
|
27.6K
$660K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$23.1 - $27.2
|
39K
$933K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.12% |
$23.1 - $27.2
|
90
$2.15K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 0.26% |
$92.3 - $109
|
1.54K
$36.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-33- 0.18% |
$761 - $897
|
18.4K
$439K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-46- 13.98% |
$1.06K - $1.25K
|
283
$6.76K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-95- 0.81% |
$2.19K - $2.58K
|
11.7K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-100- 0.95% |
$2.31K - $2.72K
|
10.4K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-103- 0.28% |
$2.38K - $2.8K
|
37.1K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-105- 0.98% |
$2.42K - $2.85K
|
10.6K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-110- 1.07% |
$2.54K - $2.99K
|
10.2K
$243K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-116- 0.66% |
$2.68K - $3.15K
|
17.6K
$420K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-186- 0.69% |
$4.29K - $5.05K
|
26.8K
$640K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-206- 74.64% |
$4.75K - $5.6K
|
70
$1.67K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-250- 1.97% |
$5.77K - $6.79K
|
12.4K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-253- 0.39% |
$5.84K - $6.87K
|
64.5K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-306- 52.85% |
$7.06K - $8.31K
|
273
$6.52K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-330- 6.84% |
$7.61K - $8.97K
|
4.49K
$107K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-370- 3.87% |
$8.54K - $10.1K
|
9.2K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-390- 9.81% |
$9K - $10.6K
|
3.58K
$85.6K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-412- 8.84% |
$9.5K - $11.2K
|
4.25K
$102K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-475- 9.55% |
$11K - $12.9K
|
4.5K
$108K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-481- 1.59% |
$11.1K - $13.1K
|
29.7K
$709K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-636- 3.5% |
$14.7K - $17.3K
|
17.5K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-679- 1.96% |
$15.7K - $18.4K
|
34K
$812K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-695- 1.22% |
$16K - $18.9K
|
56.1K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-810- 0.86% |
$18.7K - $22K
|
93.7K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-873- 3.71% |
$20.1K - $23.7K
|
22.7K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-878- 0.46% |
$20.3K - $23.9K
|
189K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-888- 3.97% |
$20.5K - $24.1K
|
21.5K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 7.75% |
$26.3K - $31K
|
13.6K
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 7.44% |
$28.6K - $33.7K
|
15.4K
$369K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.29K- 3.82% |
$29.6K - $34.9K
|
32.3K
$773K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.67K- 2.18% |
$38.6K - $45.5K
|
74.9K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.78K- 3.92% |
$41.1K - $48.4K
|
43.6K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.99K- 16.9% |
$45.9K - $54.1K
|
9.79K
$234K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.39K- 1.93% |
$55.1K - $64.9K
|
122K
$2.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.43K- 4.18% |
$55.9K - $65.9K
|
55.6K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.51K- 12.63% |
$58K - $68.3K
|
17.4K
$415K
|