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 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 1.1% |
$59.1K - $68.9K
|
245K
$6.16M
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.25K- 16.5% |
$91.6K - $107K
|
21.5K
$540K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.18K- 27.34% |
$112K - $130K
|
13.8K
$346K
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
SELL
|
- |
-84K- 26.31% |
$1.81M - $2.11M
|
235K
$5.91M
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
287+ 1.08% |
$6.2K - $7.22K
|
26.8K
$673K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
210+ 3.63% |
$4.53K - $5.28K
|
6K
$151K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81K+ 21.72% |
$1.75M - $2.04M
|
454K
$11.4M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
125K+ 11.8% |
$2.69M - $3.14M
|
1.18M
$29.7M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
222K+ 9.22% |
$4.78M - $5.57M
|
2.62M
$65.9M
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-706- 2.69% |
$15.2K - $17.8K
|
25.5K
$641K
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.5K- 5.82% |
$421K - $490K
|
316K
$7.93M
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
43New |
$928 - $1.08K
|
43
$1.08K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.75K- 5.42% |
$37.8K - $44K
|
30.6K
$767K
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-28.8K- 27.5% |
$622K - $725K
|
76K
$1.91M
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
481+ 4.59% |
$10.4K - $12.1K
|
11K
$275K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.08K- 6.43% |
$23.4K - $27.3K
|
15.8K
$396K
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8.89KNew |
$192K - $224K
|
8.89K
$223K
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13New |
$281 - $327
|
13
$327
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-756K- 27.95% |
$16.3M - $19M
|
1.95M
$49M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.7K+ 470200.0% |
$102K - $118K
|
4.7K
$118K
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.3K- 25.57% |
$71.2K - $83K
|
9.61K
$241K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.73% |
$64.8 - $75.5
|
415
$10.4K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.24K- 2.54% |
$178K - $207K
|
316K
$7.94M
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
109KNew |
$2.35M - $2.74M
|
109K
$2.73M
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.05K+ 4.07% |
$22.8K - $26.5K
|
27K
$678K
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12+ 0.03% |
$259 - $302
|
41K
$1.03M
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-465- 32.91% |
$10K - $11.7K
|
948
$23.8K
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8.1KNew |
$175K - $204K
|
8.1K
$203K
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.35K- 0.74% |
$72.3K - $84.3K
|
448K
$11.3M
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-12K- 3.74% |
$259K - $302K
|
309K
$7.76M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.69K+ 11.91% |
$58K - $67.6K
|
25.3K
$634K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
37.5K+ 80.69% |
$811K - $945K
|
84.1K
$2.11M
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.5K- 2.17% |
$183K - $214K
|
383K
$9.62M
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9+ 0.17% |
$194 - $226
|
5.46K
$137K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 0.25% |
$42.4K - $49.4K
|
792K
$19.9M
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.14KNew |
$24.6K - $28.6K
|
1.14K
$28.6K
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.12K+ 10.43% |
$132K - $154K
|
64.8K
$1.63M
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.58K- 8.36% |
$142K - $166K
|
72.2K
$1.81M
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.84K- 30.89% |
$82.9K - $96.6K
|
8.59K
$216K
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
650+ 2.05% |
$14K - $16.4K
|
32.4K
$815K
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-175K- 26.26% |
$3.79M - $4.41M
|
492K
$12.4M
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
91.3K+ 26.94% |
$1.97M - $2.3M
|
430K
$10.8M
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-8.09K- 28.6% |
$175K - $204K
|
20.2K
$508K
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.39K- 7.44% |
$30.1K - $35.1K
|
17.3K
$436K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
142+ 0.61% |
$3.07K - $3.57K
|
23.4K
$589K
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
24.3K+ 9.8% |
$524K - $611K
|
272K
$6.84M
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$10.8K - $12.6K
|
500
$12.6K
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-100- 0.42% |
$2.16K - $2.52K
|
23.7K
$595K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-148- 94.27% |
$3.2K - $3.72K
|
9
$226
|