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 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-7.8K- 0.19% |
$159K - $184K
|
3.99M
$98.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.5K- 1.83% |
$173K - $201K
|
456K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.69K- 1.03% |
$177K - $205K
|
833K
$20.6M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.1K- 8.32% |
$186K - $215K
|
100K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.1K- 8.32% |
$186K - $215K
|
100K
$2.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.63K- 14.41% |
$196K - $228K
|
57.2K
$1.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-9.92K- 36.35% |
$202K - $234K
|
17.4K
$429K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.4K- 99.17% |
$213K - $246K
|
87
$2.15K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10.5K- 47.56% |
$213K - $247K
|
11.5K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11.2K- 84.4% |
$228K - $265K
|
2.07K
$51.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-11.3K- 46.99% |
$230K - $266K
|
12.7K
$314K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-12K- 73.13% |
$245K - $284K
|
4.41K
$109K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-12.6K- 6.05% |
$256K - $297K
|
195K
$4.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-14.4K- 85.87% |
$295K - $341K
|
2.38K
$58.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-14.8KClosed |
$303K - $351K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.4K- 1.23% |
$335K - $388K
|
1.32M
$32.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-17.8K- 50.17% |
$362K - $420K
|
17.6K
$436K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.6K- 45.84% |
$440K - $510K
|
25.5K
$630K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-23.1KClosed |
$470K - $545K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-25.6K- 55.24% |
$521K - $604K
|
20.7K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.4K- 3.3% |
$558K - $647K
|
801K
$19.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-28.3K- 22.52% |
$577K - $669K
|
97.4K
$2.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-29.3K- 9.78% |
$596K - $691K
|
270K
$6.67M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.9K- 3.33% |
$691K - $801K
|
983K
$24.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-44.4K- 38.42% |
$905K - $1.05M
|
71.2K
$1.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-44.6K- 57.46% |
$909K - $1.05M
|
33K
$816K
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-50.9K- 23.26% |
$1.04M - $1.2M
|
168K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-53.2K- 21.39% |
$1.09M - $1.26M
|
196K
$4.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-55.5K- 75.63% |
$1.13M - $1.31M
|
17.9K
$442K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-61.8K- 11.45% |
$1.26M - $1.46M
|
478K
$11.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-76.3K- 7.37% |
$1.56M - $1.8M
|
959K
$23.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-89.7K- 65.8% |
$1.83M - $2.12M
|
46.6K
$1.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-90.9K- 26.7% |
$1.85M - $2.15M
|
249K
$6.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-117K- 8.76% |
$2.39M - $2.77M
|
1.22M
$30.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-127K- 32.26% |
$2.58M - $2.99M
|
266K
$6.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-174K- 69.44% |
$3.55M - $4.11M
|
76.5K
$1.89M
|