Purchases and Sales Made in Q3 2025 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q3 2025. 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 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
103New |
$2.52K - $2.67K
|
103
$2.59K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
92+ 0.09% |
$2.25K - $2.38K
|
99.3K
$2.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
92+ 0.48% |
$2.25K - $2.38K
|
19.4K
$489K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
77+ 0.92% |
$1.88K - $2K
|
8.41K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 0.97% |
$734 - $777
|
3.12K
$78.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
25+ 10.59% |
$611 - $648
|
261
$6.57K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 0.55% |
$465 - $492
|
3.48K
$87.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
11+ 0.05% |
$269 - $285
|
23.7K
$597K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 0.92% |
$147 - $155
|
655
$16.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 10.71% |
$147 - $155
|
62
$1.56K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
5+ 0.09% |
$122 - $130
|
5.46K
$138K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4+ 0.7% |
$97.8 - $104
|
578
$14.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.96% |
$97.8 - $104
|
419
$10.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.51% |
$24.5 - $25.9
|
197
$4.96K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-41- 0.96% |
$1K - $1.06K
|
4.21K
$106K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-49- 0.24% |
$1.2K - $1.27K
|
20.3K
$512K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-201- 1.55% |
$4.91K - $5.21K
|
12.8K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-241- 0.99% |
$5.89K - $6.24K
|
24K
$605K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-247- 28.2% |
$6.04K - $6.4K
|
629
$15.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-260- 0.17% |
$6.36K - $6.74K
|
150K
$3.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-317- 7.57% |
$7.75K - $8.21K
|
3.87K
$97.5K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-336- 3.91% |
$8.22K - $8.71K
|
8.26K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-349- 0.85% |
$8.53K - $9.04K
|
40.6K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-400- 3.43% |
$9.78K - $10.4K
|
11.3K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-430- 1.46% |
$10.5K - $11.1K
|
29K
$729K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-458- 0.26% |
$11.2K - $11.9K
|
172K
$4.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-796- 11.43% |
$19.5K - $20.6K
|
6.17K
$155K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-992- 84.71% |
$24.3K - $25.7K
|
179
$4.51K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.08K- 1.36% |
$26.4K - $27.9K
|
78.2K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.09K- 8.48% |
$26.5K - $28.1K
|
11.7K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.24K- 0.39% |
$30.4K - $32.2K
|
315K
$7.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.42K- 0.47% |
$34.7K - $36.8K
|
303K
$7.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.47K- 2.04% |
$36K - $38.1K
|
70.7K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.98K- 6.46% |
$48.3K - $51.2K
|
28.6K
$720K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.03K- 11.7% |
$49.6K - $52.6K
|
15.3K
$386K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.57K- 21.74% |
$62.7K - $66.5K
|
9.23K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-3.02K- 6.81% |
$73.9K - $78.4K
|
41.4K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-3.21K- 0.78% |
$78.5K - $83.1K
|
409K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-3.32K- 5.81% |
$81.3K - $86.1K
|
53.9K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.12K- 14.66% |
$101K - $107K
|
24K
$605K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.31K- 3.41% |
$105K - $112K
|
122K
$3.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-4.61K- 22.82% |
$113K - $119K
|
15.6K
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4.63K- 0.91% |
$113K - $120K
|
504K
$12.7M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-5.18K- 86.32% |
$127K - $134K
|
821
$20.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9.68K- 43.88% |
$237K - $251K
|
12.4K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-16K- 5.18% |
$391K - $415K
|
293K
$7.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.3K- 2.19% |
$424K - $449K
|
775K
$19.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18K- 46.1% |
$440K - $466K
|
21K
$530K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-23.2K- 6.05% |
$567K - $601K
|
360K
$9.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-24.8K- 14.66% |
$607K - $644K
|
145K
$3.64M
|