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 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.03K- 17.79% |
$94.5K - $107K
|
18.6K
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.18K- 12.02% |
$98K - $111K
|
30.6K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.51K- 4.81% |
$106K - $120K
|
89.2K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.71K- 0.94% |
$110K - $125K
|
499K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5.47K- 9.84% |
$128K - $145K
|
50.2K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5.95K- 21.95% |
$139K - $158K
|
21.2K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.04K- 1.36% |
$142K - $160K
|
437K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.08K- 0.25% |
$142K - $161K
|
2.38M
$58.8M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-7.32K- 1.71% |
$171K - $194K
|
420K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-7.98K- 10.15% |
$187K - $212K
|
70.6K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-8.32K- 18.02% |
$195K - $221K
|
37.8K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.74K- 35.79% |
$205K - $232K
|
15.7K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.77K- 6.39% |
$229K - $259K
|
143K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10K- 3.74% |
$234K - $265K
|
258K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-10.4K- 1.23% |
$244K - $277K
|
838K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 29.4% |
$283K - $321K
|
29K
$717K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12.7K- 1.31% |
$297K - $336K
|
955K
$23.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-12.8K- 3.9% |
$301K - $341K
|
317K
$7.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-12.9K- 25.08% |
$302K - $342K
|
38.5K
$951K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.9K- 48.92% |
$303K - $344K
|
13.5K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13.4K- 49.47% |
$315K - $356K
|
13.7K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.7K- 5.3% |
$392K - $444K
|
299K
$7.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-20.1K- 42.79% |
$472K - $535K
|
26.9K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21K- 30.46% |
$491K - $556K
|
47.9K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.1K- 3.55% |
$495K - $561K
|
574K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-21.7K- 17.88% |
$509K - $577K
|
99.8K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-22.9K- 8.15% |
$538K - $609K
|
258K
$6.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-23.8K- 49.43% |
$557K - $631K
|
24.3K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-27.6K- 67.37% |
$646K - $731K
|
13.3K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-30.2K- 5.16% |
$708K - $802K
|
555K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-33K- 8.8% |
$773K - $876K
|
342K
$8.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-42.6K- 75.96% |
$998K - $1.13M
|
13.5K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-43K- 45.85% |
$1.01M - $1.14M
|
50.7K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48K- 5.65% |
$1.12M - $1.27M
|
802K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-54.6K- 28.47% |
$1.28M - $1.45M
|
137K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-59.8K- 78.11% |
$1.4M - $1.59M
|
16.8K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-151K- 4.26% |
$3.53M - $4M
|
3.38M
$83.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-234K- 15.38% |
$5.49M - $6.22M
|
1.29M
$31.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-236K- 4.91% |
$5.53M - $6.27M
|
4.57M
$113M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-341K- 14.87% |
$7.98M - $9.04M
|
1.95M
$48.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.49M- 97.81% |
$58.3M - $66M
|
55.6K
$1.37M
|