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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.15K+ 1.14% |
$42.7K - $52.9K
|
192K
$4.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.91K+ 27.03% |
$37.9K - $47K
|
8.99K
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.91KNew |
$37.9K - $46.9K
|
1.91K
$45.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.75K+ 7.41% |
$34.7K - $43K
|
25.4K
$607K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.45K+ 1.6% |
$28.7K - $35.6K
|
92K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.29K+ 13.2% |
$25.5K - $31.6K
|
11K
$263K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
989+ 19.35% |
$19.6K - $24.3K
|
6.1K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
922+ 1.99% |
$18.3K - $22.6K
|
47.3K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
842+ 2.05% |
$16.7K - $20.7K
|
42K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
752+ 2.3% |
$14.9K - $18.5K
|
33.4K
$798K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
581+ 4.85% |
$11.5K - $14.3K
|
12.6K
$300K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
581New |
$11.5K - $14.3K
|
581
$13.9K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
548+ 3.04% |
$10.9K - $13.5K
|
18.6K
$444K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
547+ 4.77% |
$10.8K - $13.4K
|
12K
$287K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
459+ 22.94% |
$9.09K - $11.3K
|
2.46K
$58.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
454+ 4.56% |
$8.99K - $11.2K
|
10.4K
$248K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
432+ 3.06% |
$8.56K - $10.6K
|
14.5K
$347K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
414+ 1.81% |
$8.2K - $10.2K
|
23.3K
$557K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
374+ 1.5% |
$7.41K - $9.19K
|
25.2K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
341+ 2.3% |
$6.76K - $8.37K
|
15.2K
$362K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
323+ 0.82% |
$6.4K - $7.93K
|
39.6K
$945K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
314New |
$6.22K - $7.71K
|
314
$7.5K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
299+ 23.98% |
$5.92K - $7.34K
|
1.55K
$36.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
204New |
$4.04K - $5.01K
|
204
$4.87K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
198+ 1.85% |
$3.92K - $4.86K
|
10.9K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
115+ 0.47% |
$2.28K - $2.82K
|
24.5K
$584K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$1.98K - $2.46K
|
100
$2.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
97New |
$1.92K - $2.38K
|
97
$2.32K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
94+ 0.8% |
$1.86K - $2.31K
|
11.8K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
93+ 0.91% |
$1.84K - $2.28K
|
10.4K
$248K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
82+ 2.97% |
$1.62K - $2.01K
|
2.84K
$67.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$1.23K - $1.52K
|
62
$1.48K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
52New |
$1.03K - $1.28K
|
52
$1.24K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46+ 0.2% |
$911 - $1.13K
|
22.7K
$542K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
31+ 21.23% |
$614 - $761
|
177
$4.23K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
20New |
$396 - $491
|
20
$478
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 5.26% |
$297 - $368
|
300
$7.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 1.82% |
$277 - $344
|
782
$18.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10+ 0.09% |
$198 - $246
|
10.7K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8New |
$158 - $196
|
8
$191
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$59.4 - $73.7
|
3
$71.7
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2New |
$39.6 - $49.1
|
2
$47.8
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$19.8 - $24.6
|
39K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 4.76% |
$19.8 - $24.6
|
22
$526
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 100.0% |
$19.8 - $24.6
|
2
$47.8
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2- 0.01% |
$39.6 - $49.1
|
15.6K
$372K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-18- 0.52% |
$357 - $442
|
3.46K
$82.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-48- 0.34% |
$951 - $1.18K
|
14.2K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-53- 0.43% |
$1.05K - $1.3K
|
12.4K
$296K
|