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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
974+ 4.29% |
$21.4K - $22.7K
|
23.7K
$595K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
54.5KNew |
$1.2M - $1.27M
|
54.5K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.77K- 17.68% |
$82.7K - $87.9K
|
17.6K
$441K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.12K- 7.56% |
$24.7K - $26.2K
|
13.7K
$345K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.71KNew |
$213K - $226K
|
9.71K
$244K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.97KNew |
$197K - $209K
|
8.97K
$225K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.1K- 16.96% |
$90K - $95.6K
|
20.1K
$504K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
48+ 50.53% |
$1.05K - $1.12K
|
143
$3.59K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
765New |
$16.8K - $17.8K
|
765
$19.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
551New |
$12.1K - $12.8K
|
551
$13.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 4.32% |
$176 - $186
|
177
$4.45K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$920K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-153- 48.57% |
$3.28K - $3.91K
|
162
$4.07K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.96K- 12.02% |
$42.1K - $50.2K
|
14.4K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-83.4K- 61.99% |
$1.79M - $2.13M
|
51.1K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
621+ 0.22% |
$13.3K - $15.9K
|
277K
$6.96M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$920K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
29.1KNew |
$624K - $743K
|
29.1K
$731K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
429New |
$9.2K - $11K
|
429
$10.8K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
12.2K+ 4.38% |
$261K - $311K
|
290K
$7.28M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.64K- 94.51% |
$35.1K - $41.8K
|
95
$2.39K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.46KNew |
$181K - $216K
|
8.46K
$213K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
22.6KNew |
$485K - $578K
|
22.6K
$568K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.99K- 33.57% |
$150K - $178K
|
13.8K
$347K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-84- 10.37% |
$1.8K - $2.15K
|
726
$18.2K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.43KNew |
$52K - $62K
|
2.43K
$60.9K
|
|
| Q4 2022 | |||||||
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30New |
$612 - $709
|
30
$754
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-23.1KClosed |
$470K - $545K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-975- 11.05% |
$19.9K - $23K
|
7.85K
$197K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
11.2KNew |
$228K - $264K
|
11.2K
$281K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
399New |
$8.14K - $9.43K
|
399
$10K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
20KNew |
$408K - $473K
|
20K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450New |
$9.18K - $10.6K
|
450
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-14.8KClosed |
$303K - $351K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 0.8% |
$61.2 - $70.9
|
370
$9.29K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
129+ 100.0% |
$2.63K - $3.05K
|
258
$6.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.74K- 28.71% |
$76.3K - $88.4K
|
9.29K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.6KNew |
$236K - $273K
|
11.6K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.91KNew |
$182K - $210K
|
8.91K
$224K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
171New |
$3.49K - $4.04K
|
171
$4.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-14.4K- 85.87% |
$295K - $341K
|
2.38K
$59.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
53.9KNew |
$1.1M - $1.27M
|
53.9K
$1.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
9KNew |
$184K - $213K
|
9K
$226K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4KNew |
$81.6K - $94.5K
|
4K
$100K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
147New |
$3K - $3.47K
|
147
$3.69K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
34.2K+ 29.79% |
$716K - $916K
|
149K
$3.75M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$10.5K - $13.4K
|
500
$12.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-65- 1.99% |
$1.36K - $1.74K
|
3.2K
$80.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.21K+ 24.59% |
$46.3K - $59.2K
|
11.2K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
15.1KNew |
$316K - $404K
|
15.1K
$379K
|
|