Purchases and Sales Made in Q4 2021 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 1.63% |
$595K - $659K
|
1.34M
$34.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
20.6K+ 94.46% |
$570K - $632K
|
42.5K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.3K+ 3.66% |
$561K - $621K
|
574K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.5KNew |
$538K - $596K
|
19.5K
$498K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
17.9KNew |
$494K - $547K
|
17.9K
$458K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
17.5K+ 0.55% |
$483K - $535K
|
3.18M
$81.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.1KNew |
$445K - $493K
|
16.1K
$412K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
15.8K+ 19.59% |
$437K - $484K
|
96.6K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.3K+ 5.93% |
$422K - $468K
|
273K
$6.99M
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
14.4K+ 3.7% |
$399K - $442K
|
405K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.2KNew |
$392K - $434K
|
14.2K
$363K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
14.1K+ 3.01% |
$390K - $432K
|
482K
$12.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
12.5K+ 6.65% |
$345K - $382K
|
200K
$5.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 24.06% |
$335K - $371K
|
62.5K
$1.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.6KNew |
$322K - $356K
|
11.6K
$298K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8KNew |
$298K - $330K
|
10.8K
$276K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 44.65% |
$297K - $329K
|
34.8K
$890K
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
10.7KNew |
$296K - $328K
|
10.7K
$274K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.2KNew |
$283K - $313K
|
10.2K
$262K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$283K - $313K
|
10.2K
$262K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10.1K+ 4.26% |
$280K - $311K
|
248K
$6.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.35KNew |
$258K - $286K
|
9.35K
$239K
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
9.2KNew |
$254K - $282K
|
9.2K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.63KNew |
$239K - $264K
|
8.63K
$221K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.61KNew |
$210K - $233K
|
7.61K
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.47K+ 1.46% |
$206K - $229K
|
519K
$13.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.36KNew |
$203K - $225K
|
7.36K
$188K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.23KNew |
$200K - $221K
|
7.23K
$185K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
7.11KNew |
$196K - $218K
|
7.11K
$182K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
7.1KNew |
$196K - $217K
|
7.1K
$182K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.93KNew |
$192K - $212K
|
6.93K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.92KNew |
$191K - $212K
|
6.92K
$177K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6.49K+ 28.93% |
$179K - $199K
|
28.9K
$740K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.16K+ 72.22% |
$170K - $189K
|
14.7K
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.43K+ 23.13% |
$150K - $166K
|
28.9K
$740K
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
5.22KNew |
$144K - $160K
|
5.22K
$134K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.04K+ 48.37% |
$139K - $154K
|
15.5K
$395K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.92K+ 68.06% |
$136K - $151K
|
12.2K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.91K+ 2.25% |
$136K - $150K
|
223K
$5.71M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.24K+ 42.38% |
$117K - $130K
|
14.2K
$364K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.2K+ 870.95% |
$116K - $129K
|
4.68K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.29K+ 22.83% |
$90.8K - $101K
|
17.7K
$452K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.8KNew |
$77.3K - $85.6K
|
2.8K
$71.6K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.7KNew |
$74.5K - $82.6K
|
2.7K
$69K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 3.94% |
$74.5K - $82.6K
|
71.2K
$1.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.03K+ 19.74% |
$56.2K - $62.2K
|
12.3K
$315K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.9K+ 24.09% |
$52.5K - $58.2K
|
9.79K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.38K+ 7.38% |
$38.2K - $42.3K
|
20.1K
$515K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.38K+ 7.38% |
$38.2K - $42.3K
|
20.1K
$515K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.3KNew |
$35.9K - $39.8K
|
1.3K
$33.3K
|