Purchases and Sales Made in Q4 2022 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q4 2022. 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 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
33.7KNew |
$686K - $795K
|
33.7K
$870K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
32.7K+ 4.73% |
$666K - $772K
|
724K
$18.7M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
32.3KNew |
$658K - $762K
|
32.3K
$834K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
32.2KNew |
$656K - $760K
|
32.2K
$832K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
31.8K+ 90.67% |
$649K - $752K
|
67K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 200.66% |
$545K - $631K
|
40K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
24KNew |
$490K - $568K
|
24K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24K+ 7.48% |
$490K - $568K
|
345K
$8.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
23KNew |
$470K - $544K
|
23K
$596K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
22.5K+ 8.82% |
$459K - $532K
|
278K
$7.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
22.1K+ 5.21% |
$451K - $523K
|
447K
$11.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
22.1K+ 20.59% |
$450K - $522K
|
129K
$3.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
21.3K+ 5.81% |
$434K - $502K
|
387K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.1K+ 4.22% |
$431K - $500K
|
522K
$13.5M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
20.8KNew |
$424K - $492K
|
20.8K
$538K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
20.3K+ 129.89% |
$413K - $479K
|
35.9K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
20KNew |
$408K - $473K
|
20K
$517K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20KNew |
$407K - $471K
|
20K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
19.8K+ 10.51% |
$403K - $467K
|
208K
$5.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.2K+ 5.41% |
$392K - $454K
|
374K
$9.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.7K+ 178.72% |
$382K - $442K
|
29.2K
$755K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
18.3K+ 79.0% |
$374K - $433K
|
41.5K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
18.2KNew |
$371K - $430K
|
18.2K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.2KNew |
$330K - $382K
|
16.2K
$418K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 20.3% |
$303K - $351K
|
88.1K
$2.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.7KNew |
$278K - $323K
|
13.7K
$353K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.1KNew |
$268K - $310K
|
13.1K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13K+ 53.0% |
$266K - $308K
|
37.6K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13K+ 852.13% |
$265K - $307K
|
14.5K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.9K+ 51.23% |
$262K - $304K
|
38K
$981K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12.4KNew |
$253K - $294K
|
12.4K
$321K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$250K - $290K
|
12.3K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 6.59% |
$247K - $286K
|
196K
$5.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1K+ 395.82% |
$247K - $286K
|
15.2K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.6KNew |
$236K - $273K
|
11.6K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$228K - $265K
|
11.2K
$290K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
11.2KNew |
$228K - $264K
|
11.2K
$289K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8K+ 9.74% |
$219K - $254K
|
121K
$3.13M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10.1K+ 52.26% |
$205K - $238K
|
29.4K
$759K
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9.57KNew |
$195K - $226K
|
9.57K
$247K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
9.36KNew |
$191K - $221K
|
9.36K
$242K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.35KNew |
$191K - $221K
|
9.35K
$242K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
9KNew |
$184K - $213K
|
9K
$233K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9KNew |
$183K - $213K
|
9K
$233K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.91KNew |
$182K - $210K
|
8.91K
$230K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.35K+ 1.21% |
$170K - $197K
|
697K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.35K+ 1.21% |
$170K - $197K
|
697K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$151K - $176K
|
7.43K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.37K+ 55.4% |
$150K - $174K
|
20.7K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.95KNew |
$142K - $164K
|
6.95K
$180K
|