Purchases and Sales Made in Q4 2024 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q4 2024. 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 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
17.8KNew |
$417K - $472K
|
17.8K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.5K+ 7.14% |
$410K - $465K
|
263K
$6.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16.9K+ 11.1% |
$396K - $449K
|
169K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.5KNew |
$386K - $437K
|
16.5K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.3K+ 2.8% |
$381K - $432K
|
597K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
15.6K+ 5.79% |
$366K - $414K
|
285K
$7.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
15KNew |
$352K - $399K
|
15K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
14.8K+ 34.18% |
$347K - $393K
|
58.1K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13.8K+ 5.85% |
$323K - $366K
|
250K
$6.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.6K+ 12.9% |
$319K - $361K
|
119K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.5KNew |
$316K - $358K
|
13.5K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
13.4KNew |
$313K - $355K
|
13.4K
$330K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11.1K+ 1.92% |
$261K - $295K
|
589K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11K+ 17.11% |
$258K - $293K
|
75.5K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10.3KNew |
$242K - $275K
|
10.3K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
9.84K+ 4.37% |
$231K - $261K
|
235K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
9.53K+ 2.03% |
$223K - $253K
|
479K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.13KNew |
$214K - $242K
|
9.13K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.08KNew |
$213K - $241K
|
9.08K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.64KNew |
$202K - $229K
|
8.64K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.61K+ 6.32% |
$178K - $202K
|
128K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.58K+ 4.0% |
$178K - $201K
|
197K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.36K+ 16.41% |
$173K - $195K
|
52.2K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.13K+ 20.96% |
$144K - $163K
|
35.4K
$873K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.79K+ 57930.0% |
$136K - $154K
|
5.8K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.66KNew |
$133K - $150K
|
5.66K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5.49KNew |
$129K - $146K
|
5.49K
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.24K+ 39.28% |
$123K - $139K
|
18.6K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.22K+ 0.35% |
$122K - $138K
|
1.52M
$37.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.91K+ 1800.0% |
$115K - $130K
|
5.19K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.75K+ 11.69% |
$111K - $126K
|
45.4K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.86K+ 8.86% |
$90.5K - $103K
|
47.5K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.55K+ 4.73% |
$83.3K - $94.3K
|
78.7K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.48K+ 22.56% |
$81.6K - $92.4K
|
18.9K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.12K+ 2.48% |
$73K - $82.7K
|
129K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.05K+ 10.25% |
$71.5K - $81K
|
32.8K
$810K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76K+ 17.17% |
$64.6K - $73.2K
|
18.8K
$465K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.59KNew |
$60.8K - $68.8K
|
2.59K
$64K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.46KNew |
$57.5K - $65.2K
|
2.46K
$60.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.38K+ 2.04% |
$55.8K - $63.2K
|
119K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 2.45% |
$55K - $62.3K
|
98K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.34K+ 151.1% |
$54.7K - $62K
|
3.88K
$95.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.33K+ 11.95% |
$54.5K - $61.7K
|
21.8K
$538K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.27K+ 2.73% |
$53.2K - $60.2K
|
85.5K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.11KNew |
$49.4K - $55.9K
|
2.11K
$52K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.96KNew |
$45.9K - $52K
|
1.96K
$48.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.83K+ 11.42% |
$42.8K - $48.4K
|
17.8K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.76K+ 20.22% |
$41.3K - $46.8K
|
10.5K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.68K+ 11.7% |
$39.2K - $44.5K
|
16K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 10.2% |
$39.2K - $44.5K
|
18.1K
$447K
|