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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 1.85% |
$27.6 - $30.6
|
53
$1.36K
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$27.6 - $30.6
|
161K
$4.11M
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 4.08% |
$55.3 - $61.2
|
47
$1.2K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 0.33% |
$55.3 - $61.2
|
607
$15.5K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6Closed |
$166 - $184
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21Closed |
$580 - $643
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-21- 14.58% |
$580 - $643
|
123
$3.15K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-22Closed |
$608 - $673
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51- 0.55% |
$1.41K - $1.56K
|
9.2K
$236K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-56- 0.02% |
$1.55K - $1.71K
|
340K
$8.7M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-58- 0.56% |
$1.6K - $1.78K
|
10.2K
$261K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-94- 0.26% |
$2.6K - $2.88K
|
36.1K
$923K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-100- 0.38% |
$2.76K - $3.06K
|
25.9K
$663K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-125- 0.66% |
$3.46K - $3.83K
|
18.9K
$484K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-149Closed |
$4.12K - $4.56K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-185- 13.7% |
$5.11K - $5.66K
|
1.17K
$29.8K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-203- 1.46% |
$5.61K - $6.21K
|
13.7K
$351K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-289- 17.18% |
$7.99K - $8.85K
|
1.39K
$35.6K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-304Closed |
$8.4K - $9.31K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-312- 2.01% |
$8.62K - $9.55K
|
15.2K
$390K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-320- 14.92% |
$8.84K - $9.8K
|
1.83K
$46.7K
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-336- 0.67% |
$9.29K - $10.3K
|
49.8K
$1.27M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-347Closed |
$9.59K - $10.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-349- 2.8% |
$9.65K - $10.7K
|
12.1K
$310K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-360- 4.18% |
$9.95K - $11K
|
8.26K
$211K
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-417- 0.27% |
$11.5K - $12.8K
|
153K
$3.91M
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-444- 0.96% |
$12.3K - $13.6K
|
45.6K
$1.17M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-500Closed |
$13.8K - $15.3K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-549- 4.88% |
$15.2K - $16.8K
|
10.7K
$274K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-582- 5.7% |
$16.1K - $17.8K
|
9.63K
$246K
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-605Closed |
$16.7K - $18.5K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-682- 1.69% |
$18.9K - $20.9K
|
39.6K
$1.01M
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-733- 10.36% |
$20.3K - $22.4K
|
6.34K
$162K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-786- 0.28% |
$21.7K - $24.1K
|
277K
$7.08M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-788- 5.63% |
$21.8K - $24.1K
|
13.2K
$338K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-843- 0.46% |
$23.3K - $25.8K
|
181K
$4.63M
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-848- 3.45% |
$23.4K - $26K
|
23.8K
$608K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-937- 93.14% |
$25.9K - $28.7K
|
69
$1.77K
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.13K- 23.01% |
$31.2K - $34.6K
|
3.78K
$96.7K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.28K- 5.9% |
$35.3K - $39.1K
|
20.4K
$522K
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.28K- 0.6% |
$35.4K - $39.2K
|
211K
$5.39M
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.35K- 16.08% |
$37.3K - $41.3K
|
7.04K
$180K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.38K- 4.7% |
$38.1K - $42.2K
|
27.9K
$715K
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.63K- 15.86% |
$45K - $49.8K
|
8.64K
$221K
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 0.83% |
$47.4K - $52.5K
|
205K
$5.24M
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.25K- 2.76% |
$62.1K - $68.8K
|
79.2K
$2.03M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.35K- 4.66% |
$64.9K - $71.8K
|
48K
$1.23M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.36K- 18.82% |
$65.1K - $72.1K
|
10.2K
$260K
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-2.42K- 0.96% |
$66.9K - $74.1K
|
249K
$6.38M
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.5K- 22.73% |
$69.1K - $76.5K
|
8.5K
$218K
|