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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 30.81% |
$240K - $297K
|
27.2K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.2K- 5.52% |
$243K - $301K
|
210K
$5.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.3K- 10.6% |
$243K - $301K
|
103K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.5K- 1.94% |
$249K - $308K
|
633K
$15.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-13.6K- 4.54% |
$269K - $334K
|
286K
$6.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14K- 26.41% |
$277K - $343K
|
38.9K
$929K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.5K- 2.6% |
$287K - $356K
|
543K
$13M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.5K- 2.6% |
$287K - $356K
|
543K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-14.7K- 1.41% |
$292K - $362K
|
1.03M
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.6K- 9.48% |
$309K - $383K
|
149K
$3.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-17.7K- 47.72% |
$350K - $434K
|
19.4K
$462K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-18.2K- 17.41% |
$361K - $447K
|
86.4K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-19.8K- 10.95% |
$392K - $486K
|
161K
$3.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-20K- 39.05% |
$397K - $492K
|
31.3K
$747K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.4K- 0.75% |
$405K - $501K
|
2.71M
$64.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-20.7K- 4.57% |
$410K - $509K
|
433K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.2K- 1.5% |
$421K - $522K
|
1.4M
$33.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-21.5K- 47.72% |
$427K - $529K
|
23.6K
$564K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-29.4K- 16.29% |
$583K - $723K
|
151K
$3.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-40.3K- 26.55% |
$798K - $989K
|
111K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-44K- 9.99% |
$871K - $1.08M
|
396K
$9.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.6K- 41.09% |
$903K - $1.12M
|
65.3K
$1.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-46.5K- 13.66% |
$922K - $1.14M
|
294K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.7K- 4.34% |
$966K - $1.2M
|
1.07M
$25.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-48.8K- 11.62% |
$966K - $1.2M
|
371K
$8.86M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-53.9K- 76.74% |
$1.07M - $1.32M
|
16.3K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-54.8K- 82.57% |
$1.09M - $1.35M
|
11.6K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-60.3K- 8.57% |
$1.19M - $1.48M
|
643K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.6K- 8.06% |
$1.42M - $1.76M
|
816K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-77.3K- 2.88% |
$1.53M - $1.9M
|
2.61M
$62.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82.2K- 5.51% |
$1.63M - $2.02M
|
1.41M
$33.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-117K- 7.66% |
$2.31M - $2.86M
|
1.41M
$33.6M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-141K- 9.44% |
$2.79M - $3.46M
|
1.35M
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-183K- 53.22% |
$3.62M - $4.48M
|
160K
$3.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-210K- 58.33% |
$4.16M - $5.16M
|
150K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-244K- 47.71% |
$4.83M - $5.99M
|
267K
$6.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-248K- 54.82% |
$4.91M - $6.08M
|
204K
$4.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-337K- 7.29% |
$6.67M - $8.26M
|
4.28M
$102M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-368K- 28.7% |
$7.28M - $9.03M
|
913K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-391K- 37.03% |
$7.74M - $9.6M
|
665K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-713K- 62.56% |
$14.1M - $17.5M
|
427K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.57M- 21.21% |
$31.1M - $38.6M
|
5.83M
$139M
|