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 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
12+ 6.52% |
$281 - $318
|
196
$4.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 1.84% |
$281 - $318
|
663
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11+ 0.05% |
$258 - $292
|
20.3K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10+ 0.1% |
$234 - $265
|
10.4K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 1.68% |
$211 - $239
|
544
$13.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 2.22% |
$46.9 - $53.1
|
92
$2.27K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2+ 0.01% |
$46.9 - $53.1
|
17.6K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$23.4 - $26.5
|
39.1K
$964K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$23.4 - $26.5
|
750K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 5.26% |
$23.4 - $26.5
|
20
$494
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 50.0% |
$70.3 - $79.6
|
3
$74.1
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.05% |
$305 - $345
|
27.6K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28- -0.0% |
$656 - $743
|
2.85M
$70.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-35- 2.9% |
$820 - $929
|
1.17K
$28.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-36- 0.11% |
$843 - $955
|
32.3K
$798K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-37- 0.28% |
$867 - $982
|
13K
$321K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-54- 0.25% |
$1.27K - $1.43K
|
21.9K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-56- 0.16% |
$1.31K - $1.49K
|
33.9K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-65- 0.63% |
$1.52K - $1.73K
|
10.3K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-86- 0.67% |
$2.01K - $2.28K
|
12.7K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-87- 0.23% |
$2.04K - $2.31K
|
37K
$913K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-101- 44.49% |
$2.37K - $2.68K
|
126
$3.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-155- 0.7% |
$3.63K - $4.11K
|
22K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-204- 72.08% |
$4.78K - $5.41K
|
79
$1.95K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-224- 50.0% |
$5.25K - $5.94K
|
224
$5.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-230- 1.58% |
$5.39K - $6.1K
|
14.3K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-269- 1.98% |
$6.3K - $7.14K
|
13.3K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-341- 1.96% |
$7.99K - $9.05K
|
17K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-379- 3.05% |
$8.88K - $10.1K
|
12K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-422- 0.14% |
$9.89K - $11.2K
|
303K
$7.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-514- 0.71% |
$12K - $13.6K
|
72K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-710- 2.65% |
$16.6K - $18.8K
|
26.1K
$644K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-782- 1.9% |
$18.3K - $20.8K
|
40.4K
$998K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-853- 3.27% |
$20K - $22.6K
|
25.2K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-917- 1.77% |
$21.5K - $24.3K
|
51K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.05K- 1.31% |
$24.7K - $27.9K
|
79.5K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.09K- 6.79% |
$25.6K - $29K
|
15K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.25K- 0.83% |
$29.2K - $33K
|
149K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.57K- 7.98% |
$36.7K - $41.5K
|
18K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1.58K- 1.18% |
$36.9K - $41.8K
|
132K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.68K- 73.62% |
$39.4K - $44.6K
|
602
$14.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.99K- 4.77% |
$46.7K - $52.9K
|
39.8K
$982K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.1K- 9.77% |
$49.2K - $55.7K
|
19.4K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.82K- 20.3% |
$66.1K - $74.9K
|
11.1K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 1.76% |
$75.5K - $85.5K
|
180K
$4.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-3.32K- 6.32% |
$77.8K - $88.2K
|
49.2K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.41K- 7.14% |
$80K - $90.6K
|
44.4K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.5K- 10.37% |
$82K - $92.9K
|
30.3K
$747K
|