Purchases and Sales Made in Q4 2023 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
17.1K+ 49.7% |
$339K - $420K
|
51.5K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
16.4K+ 2.74% |
$324K - $402K
|
615K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7KNew |
$272K - $337K
|
13.7K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.4K+ 52.69% |
$265K - $329K
|
38.8K
$926K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.4KNew |
$265K - $328K
|
13.4K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.3KNew |
$264K - $328K
|
13.3K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13KNew |
$258K - $319K
|
13K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
12KNew |
$238K - $295K
|
12K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
11.6KNew |
$229K - $284K
|
11.6K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$229K - $283K
|
11.5K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11.4K+ 59.27% |
$226K - $280K
|
30.7K
$733K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.3KNew |
$224K - $278K
|
11.3K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.1KNew |
$220K - $273K
|
11.1K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11K+ 23.6% |
$217K - $269K
|
57.4K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
10.9K+ 4.74% |
$215K - $267K
|
240K
$5.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 2.81% |
$215K - $266K
|
396K
$9.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.4K+ 22.79% |
$206K - $255K
|
56.1K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
10.1KNew |
$201K - $249K
|
10.1K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10KNew |
$199K - $246K
|
10K
$239K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10KNew |
$198K - $246K
|
10K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.95K+ 31.83% |
$197K - $244K
|
41.2K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.81K+ 10.98% |
$194K - $241K
|
99.1K
$2.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.77K+ 50.62% |
$194K - $240K
|
29.1K
$695K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
9.6K+ 3.39% |
$190K - $236K
|
293K
$7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.16KNew |
$181K - $225K
|
9.16K
$219K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8.88KNew |
$176K - $218K
|
8.88K
$212K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
8.71K+ 13.53% |
$173K - $214K
|
73.1K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.69K+ 8.58% |
$172K - $213K
|
110K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.62K+ 36.4% |
$171K - $212K
|
32.3K
$772K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.53KNew |
$169K - $210K
|
8.53K
$204K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7.83K+ 2.41% |
$155K - $192K
|
333K
$7.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
7.78K+ 4.04% |
$154K - $191K
|
200K
$4.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.64K+ 4.37% |
$131K - $163K
|
158K
$3.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.32K+ 6.11% |
$125K - $155K
|
110K
$2.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6.15K+ 1.01% |
$122K - $151K
|
617K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.14K+ 22.1% |
$122K - $151K
|
33.9K
$810K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.04K+ 17.11% |
$120K - $148K
|
41.3K
$988K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.9KNew |
$117K - $145K
|
5.9K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.39K+ 35.34% |
$107K - $132K
|
20.6K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.38K+ 8.55% |
$107K - $132K
|
68.3K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.05KNew |
$100K - $124K
|
5.05K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.9K+ 6.35% |
$97.1K - $120K
|
82.1K
$1.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.47K+ 2.34% |
$88.5K - $110K
|
195K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.73K+ 3.12% |
$73.9K - $91.6K
|
123K
$2.95M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 14.5% |
$71.2K - $88.3K
|
28.4K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.33K+ 17.83% |
$65.9K - $81.7K
|
22K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.03K+ 41.5% |
$59.9K - $74.3K
|
10.3K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.03K+ 41.5% |
$59.9K - $74.3K
|
10.3K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.7KNew |
$53.5K - $66.3K
|
2.7K
$64.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.3K+ 1.17% |
$45.6K - $56.5K
|
199K
$4.75M
|