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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.67K+ 1.31% |
$39.1K - $44.3K
|
129K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
1.65KNew |
$38.7K - $43.8K
|
1.65K
$40.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.62K+ 7.16% |
$38K - $43.1K
|
24.3K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37K+ 15244.44% |
$32.1K - $36.4K
|
1.38K
$34.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.34K+ 7.63% |
$31.3K - $35.5K
|
18.9K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.28K+ 3.72% |
$29.9K - $33.9K
|
35.6K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.25K+ 3.51% |
$29.2K - $33.1K
|
36.7K
$906K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 10.87% |
$23.4K - $26.5K
|
10.2K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 5.37% |
$23.4K - $26.5K
|
19.6K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
994+ 10.63% |
$23.3K - $26.4K
|
10.3K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
953+ 11.0% |
$22.3K - $25.3K
|
9.61K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
938+ 0.19% |
$22K - $24.9K
|
489K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
885+ 1.18% |
$20.7K - $23.5K
|
75.8K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
800+ 4.33% |
$18.7K - $21.2K
|
19.3K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
664New |
$15.6K - $17.6K
|
664
$16.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
555+ 0.97% |
$13K - $14.7K
|
57.8K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
551+ 12.13% |
$12.9K - $14.6K
|
5.1K
$126K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
461+ 1.57% |
$10.8K - $12.2K
|
29.8K
$735K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
445+ 3.81% |
$10.4K - $11.8K
|
12.1K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
435+ 2.66% |
$10.2K - $11.5K
|
16.8K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
435+ 4.8% |
$10.2K - $11.5K
|
9.5K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
424New |
$9.93K - $11.3K
|
424
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
421+ 1.07% |
$9.86K - $11.2K
|
39.7K
$980K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
420New |
$9.84K - $11.1K
|
420
$10.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
416New |
$9.75K - $11K
|
416
$10.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
382+ 1.29% |
$8.95K - $10.1K
|
30.1K
$742K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
348+ 4.43% |
$8.15K - $9.24K
|
8.2K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
322+ 1.41% |
$7.54K - $8.55K
|
23.2K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
309+ 0.16% |
$7.24K - $8.2K
|
192K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
305+ 2.88% |
$7.15K - $8.09K
|
10.9K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
282+ 8.55% |
$6.61K - $7.48K
|
3.58K
$88.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
268New |
$6.28K - $7.11K
|
268
$6.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
267New |
$6.26K - $7.09K
|
267
$6.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
214+ 0.13% |
$5.01K - $5.68K
|
160K
$3.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
181+ 0.93% |
$4.24K - $4.8K
|
19.6K
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
169New |
$3.96K - $4.49K
|
169
$4.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
155+ 0.47% |
$3.63K - $4.11K
|
33.3K
$822K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
152+ 1.54% |
$3.56K - $4.03K
|
10K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
132+ 2.94% |
$3.09K - $3.5K
|
4.63K
$114K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
118+ 1.36% |
$2.76K - $3.13K
|
8.8K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
110New |
$2.58K - $2.92K
|
110
$2.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
107+ 3.93% |
$2.51K - $2.84K
|
2.83K
$69.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
91+ 0.42% |
$2.13K - $2.42K
|
21.8K
$539K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
91+ 0.5% |
$2.13K - $2.42K
|
18.5K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78+ 2.68% |
$1.83K - $2.07K
|
2.99K
$73.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
59+ 1.75% |
$1.38K - $1.57K
|
3.43K
$84.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52+ 60.47% |
$1.22K - $1.38K
|
138
$3.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
50+ 0.43% |
$1.17K - $1.33K
|
11.8K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
37+ 0.19% |
$867 - $982
|
19.4K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
35+ 0.41% |
$820 - $929
|
8.55K
$211K
|