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 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.89K+ 2.47% |
$141K - $163K
|
286K
$7.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.85K+ 4.05% |
$140K - $162K
|
176K
$4.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.52K+ 7.0% |
$133K - $154K
|
99.5K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.33K+ 40.12% |
$129K - $150K
|
22.1K
$572K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
6.05K+ 1.49% |
$123K - $143K
|
411K
$10.6M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.66K+ 47.25% |
$115K - $134K
|
17.6K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.96K+ 14.59% |
$101K - $117K
|
38.9K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.36K+ 1.6% |
$88.9K - $103K
|
276K
$7.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4KNew |
$81.6K - $94.5K
|
4K
$103K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.98K+ 9.95% |
$81.1K - $94K
|
44K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.52K+ 30.27% |
$71.8K - $83.2K
|
15.2K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.35KNew |
$68.3K - $79.2K
|
3.35K
$86.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.31KNew |
$67.6K - $78.3K
|
3.31K
$85.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.25K+ 8.51% |
$66.3K - $76.8K
|
41.4K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.72K+ 6.31% |
$55.5K - $64.3K
|
45.9K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
2.58K+ 0.49% |
$52.5K - $60.8K
|
523K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37K+ 12.04% |
$48.3K - $56K
|
22.1K
$570K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 9.6% |
$42.6K - $49.4K
|
23.9K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.99K+ 10.39% |
$40.6K - $47.1K
|
21.2K
$548K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.94K+ 79.51% |
$39.6K - $45.9K
|
4.39K
$113K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.93K+ 11.9% |
$39.4K - $45.7K
|
18.2K
$470K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.78KNew |
$36.3K - $42.1K
|
1.78K
$46K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.67K+ 5.49% |
$34K - $39.4K
|
32.1K
$829K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.65K+ 2089.87% |
$33.7K - $39K
|
1.73K
$44.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.53K+ 6.73% |
$31.1K - $36.1K
|
24.2K
$626K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.18K+ 4.57% |
$24K - $27.8K
|
26.9K
$696K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.15K+ 11.03% |
$23.3K - $27.1K
|
11.5K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 3.27% |
$22.4K - $26K
|
34.8K
$900K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.04K+ 6.76% |
$21.1K - $24.5K
|
16.3K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 5.42% |
$20.4K - $23.6K
|
19.5K
$503K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
974+ 3.39% |
$19.9K - $23K
|
29.7K
$768K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
830+ 8.7% |
$16.9K - $19.6K
|
10.4K
$268K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
765New |
$15.6K - $18.1K
|
765
$19.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
639New |
$13K - $15.1K
|
639
$16.5K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
$12.2K - $14.2K
|
600
$15.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
515+ 2.53% |
$10.5K - $12.2K
|
20.8K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450New |
$9.18K - $10.6K
|
450
$11.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
399New |
$8.14K - $9.43K
|
399
$10.3K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
399New |
$8.14K - $9.43K
|
399
$10.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
368+ 0.27% |
$7.5K - $8.7K
|
139K
$3.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
315New |
$6.42K - $7.44K
|
315
$8.15K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
269+ 25.26% |
$5.48K - $6.36K
|
1.33K
$34.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
234+ 1.1% |
$4.77K - $5.53K
|
21.6K
$559K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
190New |
$3.87K - $4.49K
|
190
$4.91K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
171New |
$3.49K - $4.04K
|
171
$4.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
147New |
$3K - $3.47K
|
147
$3.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
140New |
$2.85K - $3.31K
|
140
$3.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
129+ 100.0% |
$2.63K - $3.05K
|
258
$6.67K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
102New |
$2.08K - $2.41K
|
102
$2.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
101+ 0.58% |
$2.06K - $2.39K
|
17.6K
$455K
|