Latest Institutional Transactions on Ishares Global Reit ETF (REET)
This table provides information on the latest institutional transactions involving Ishares Global Reit ETF (REET) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
421+ 1.07% |
$9.86K - $11.2K
|
39.7K
$965K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
348+ 4.43% |
$8.15K - $9.24K
|
8.2K
$199K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
60KNew |
$1.41M - $1.59M
|
60K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.57K- 7.98% |
$36.7K - $41.5K
|
18K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
69.9K+ 60.02% |
$1.64M - $1.86M
|
186K
$4.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-341K- 14.87% |
$7.98M - $9.04M
|
1.95M
$47.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19.5K+ 5.23% |
$456K - $516K
|
391K
$9.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
319KNew |
$7.48M - $8.48M
|
319K
$7.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-33K- 8.8% |
$773K - $876K
|
342K
$8.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-853- 3.27% |
$20K - $22.6K
|
25.2K
$613K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$23.4 - $26.5
|
39.1K
$950K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.79K+ 57930.0% |
$136K - $154K
|
5.8K
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52+ 60.47% |
$1.22K - $1.38K
|
138
$3.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
294K+ 5.49% |
$6.89M - $7.8M
|
5.65M
$137M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 2.45% |
$55K - $62.3K
|
98K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 10.87% |
$23.4K - $26.5K
|
10.2K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.64KNew |
$202K - $229K
|
8.64K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
938+ 0.19% |
$22K - $24.9K
|
489K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-22.9K- 8.15% |
$538K - $609K
|
258K
$6.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
55.5K+ 7.74% |
$1.3M - $1.47M
|
772K
$18.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13.8K+ 5.85% |
$323K - $366K
|
250K
$6.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5.47K- 9.84% |
$128K - $145K
|
50.2K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12.7K- 1.31% |
$297K - $336K
|
955K
$23.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
59+ 1.75% |
$1.38K - $1.57K
|
3.43K
$83.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.22K+ 0.35% |
$122K - $138K
|
1.52M
$36.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
268New |
$6.28K - $7.11K
|
268
$6.52K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.67K+ 1.31% |
$39.1K - $44.3K
|
129K
$3.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
92KNew |
$2.16M - $2.44M
|
92K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
169New |
$3.96K - $4.49K
|
169
$4.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.08K- 0.25% |
$142K - $161K
|
2.38M
$57.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
214+ 0.13% |
$5.01K - $5.68K
|
160K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.38K+ 2.04% |
$55.8K - $63.2K
|
119K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5.95K- 21.95% |
$139K - $158K
|
21.2K
$515K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.3K+ 2.8% |
$381K - $432K
|
597K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-8.32K- 18.02% |
$195K - $221K
|
37.8K
$920K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.5KNew |
$316K - $358K
|
13.5K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11.1K+ 1.92% |
$261K - $295K
|
589K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
181+ 0.93% |
$4.24K - $4.8K
|
19.6K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-12.8K- 3.9% |
$301K - $341K
|
317K
$7.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.5K+ 7.14% |
$410K - $465K
|
263K
$6.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 2.22% |
$46.9 - $53.1
|
92
$2.24K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.25K- 0.83% |
$29.2K - $33K
|
149K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.59KNew |
$60.8K - $68.8K
|
2.59K
$63.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.71K- 0.94% |
$110K - $125K
|
499K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
322+ 1.41% |
$7.54K - $8.55K
|
23.2K
$564K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
664New |
$15.6K - $17.6K
|
664
$16.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2+ 0.01% |
$46.9 - $53.1
|
17.6K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
91+ 0.42% |
$2.13K - $2.42K
|
21.8K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-917- 1.77% |
$21.5K - $24.3K
|
51K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
200K+ 64.24% |
$4.69M - $5.31M
|
511K
$12.4M
|