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
|
National Bank Of Canada
|
SELL
|
- |
-85- 0.04% |
$1.68K - $2.09K
|
191K
$4.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-115- 16.84% |
$2.28K - $2.82K
|
568
$13.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-125- 0.4% |
$2.48K - $3.07K
|
31.3K
$748K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-134- 2.64% |
$2.65K - $3.29K
|
4.95K
$118K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-140- 2.88% |
$2.77K - $3.44K
|
4.72K
$113K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-267- 2.79% |
$5.29K - $6.56K
|
9.3K
$222K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-296- 1.38% |
$5.86K - $7.27K
|
21.2K
$507K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-300- 15.0% |
$5.94K - $7.37K
|
1.7K
$40.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-379- 59.22% |
$7.51K - $9.31K
|
261
$6.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-400- 1.83% |
$7.92K - $9.82K
|
21.5K
$513K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-442- 12.83% |
$8.76K - $10.9K
|
3K
$71.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-520- 2.63% |
$10.3K - $12.8K
|
19.3K
$460K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-554- 70.39% |
$11K - $13.6K
|
233
$5.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-555- 16.75% |
$11K - $13.6K
|
2.76K
$65.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-593- 1.5% |
$11.7K - $14.6K
|
38.9K
$930K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-834- 3.14% |
$16.5K - $20.5K
|
25.7K
$615K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-887- 4.47% |
$17.6K - $21.8K
|
19K
$453K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-921- 5.21% |
$18.2K - $22.6K
|
16.8K
$400K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.03K- 2.47% |
$20.5K - $25.4K
|
40.9K
$977K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 5.94% |
$22.5K - $27.9K
|
18K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.24K- 12.27% |
$24.5K - $30.4K
|
8.84K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.49K- 7.76% |
$29.5K - $36.5K
|
17.7K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 1.8% |
$30.3K - $37.6K
|
83.4K
$1.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.58K- 8.58% |
$31.3K - $38.8K
|
16.8K
$402K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.78K- 14.65% |
$55.2K - $68.4K
|
16.2K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.02K- 23.9% |
$59.7K - $74K
|
9.6K
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-3.3K- 3.48% |
$65.3K - $80.9K
|
91.3K
$2.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.33K- 17.5% |
$66K - $81.8K
|
15.7K
$375K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.35K- 2.35% |
$66.4K - $82.3K
|
139K
$3.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.5K- 16.99% |
$69.3K - $85.9K
|
17.1K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.66K- 43.13% |
$72.4K - $89.8K
|
4.82K
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.9K- 6.5% |
$77.2K - $95.7K
|
56.1K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.93K- 0.08% |
$77.8K - $96.4K
|
4.92M
$118M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4K- 6.74% |
$79.3K - $98.3K
|
55.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.02K- 22.76% |
$79.7K - $98.8K
|
13.7K
$326K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.1K- 6.7% |
$81.1K - $101K
|
57K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.64K- 12.23% |
$92K - $114K
|
33.3K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.93K- 31.95% |
$97.7K - $121K
|
10.5K
$251K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-7.32K- 8.87% |
$145K - $180K
|
75.2K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.7K- 42.92% |
$153K - $189K
|
10.2K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.71K- 23.72% |
$153K - $189K
|
24.8K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.82K- 1.12% |
$155K - $192K
|
693K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.04K- 2.36% |
$159K - $197K
|
332K
$7.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-8.43K- 42.49% |
$167K - $207K
|
11.4K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.27K- 25.07% |
$184K - $228K
|
27.7K
$662K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.84K- 14.27% |
$195K - $242K
|
59.1K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-10.7K- 85.4% |
$213K - $264K
|
1.84K
$43.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-10.8K- 1.87% |
$213K - $265K
|
565K
$13.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-11.7K- 20.08% |
$233K - $288K
|
46.7K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.8K- 43.67% |
$234K - $290K
|
15.2K
$363K
|