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 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
102New |
$2.08K - $2.41K
|
102
$2.52K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
101+ 0.58% |
$2.06K - $2.39K
|
17.6K
$435K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 9.62% |
$2.04K - $2.36K
|
1.14K
$28.2K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
60+ 0.2% |
$1.22K - $1.42K
|
29.7K
$735K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
49+ 2.42% |
$999 - $1.16K
|
2.08K
$51.3K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30New |
$612 - $709
|
30
$741
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 3.77% |
$40.8 - $47.3
|
55
$1.36K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1+ 0.01% |
$20.4 - $23.6
|
13.8K
$341K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 0.8% |
$61.2 - $70.9
|
370
$9.14K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-9- 0.09% |
$184 - $213
|
9.65K
$238K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-32- 2.06% |
$652 - $756
|
1.53K
$37.7K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-143- 1.67% |
$2.92K - $3.38K
|
8.4K
$208K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-148- 10.62% |
$3.02K - $3.5K
|
1.25K
$30.8K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-323- 1.19% |
$6.59K - $7.63K
|
26.9K
$665K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-367- 5.79% |
$7.48K - $8.67K
|
5.97K
$147K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-433- 62.21% |
$8.83K - $10.2K
|
263
$6.5K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-463- 15.23% |
$9.44K - $10.9K
|
2.58K
$63.7K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-490- 4.65% |
$9.99K - $11.6K
|
10K
$248K
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-509- 2.13% |
$10.4K - $12K
|
23.4K
$578K
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-561- 3.0% |
$11.4K - $13.3K
|
18.1K
$448K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-744- 3.52% |
$15.2K - $17.6K
|
20.4K
$504K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-780- 0.29% |
$15.9K - $18.4K
|
266K
$6.57M
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-949- 2.07% |
$19.4K - $22.4K
|
44.9K
$1.11M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-975- 11.05% |
$19.9K - $23K
|
7.85K
$194K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.08K- 9.81% |
$22.1K - $25.6K
|
9.96K
$246K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.09K- 4.82% |
$22.2K - $25.8K
|
21.5K
$532K
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.4K- 1.06% |
$28.5K - $33.1K
|
131K
$3.23M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.46K- 31.14% |
$29.7K - $34.5K
|
3.23K
$79.7K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.66K- 68.42% |
$33.9K - $39.3K
|
767
$19K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.81K- 10.86% |
$36.8K - $42.7K
|
14.8K
$366K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.81K- 10.86% |
$36.8K - $42.7K
|
14.8K
$366K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.91K- 2.02% |
$38.9K - $45.1K
|
92.4K
$2.28M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.93K- 11.68% |
$39.3K - $45.6K
|
14.6K
$360K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.99K- 2.87% |
$40.5K - $47K
|
67.2K
$1.66M
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.35K- 5.66% |
$47.8K - $55.4K
|
39.1K
$966K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 6.62% |
$52.4K - $60.7K
|
36.2K
$895K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.85K- 45.39% |
$58.2K - $67.4K
|
3.43K
$84.8K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.85K- 1.55% |
$58.2K - $67.4K
|
182K
$4.49M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.88K- 11.01% |
$58.7K - $68K
|
23.3K
$575K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.42K- 40.77% |
$69.8K - $80.9K
|
4.98K
$123K
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.63K- 2.42% |
$74K - $85.7K
|
146K
$3.61M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.74K- 28.71% |
$76.3K - $88.4K
|
9.29K
$230K
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3.81K- 2.04% |
$77.6K - $89.9K
|
183K
$4.51M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.93K- 14.2% |
$80.2K - $92.9K
|
23.7K
$587K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.48K- 13.72% |
$91.4K - $106K
|
28.2K
$697K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-4.85K- 37.47% |
$99K - $115K
|
8.1K
$200K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.52K- 16.6% |
$112K - $130K
|
27.7K
$684K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.57K- 27.45% |
$114K - $132K
|
14.7K
$364K
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-5.65K- 13.72% |
$115K - $134K
|
35.5K
$878K
|