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 |
---|---|---|---|---|---|---|---|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-19- 0.99% |
$410 - $478
|
1.9K
$47.8K
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-161- 1.22% |
$3.48K - $4.05K
|
13K
$326K
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-670- 1.31% |
$14.5K - $16.9K
|
50.5K
$1.27M
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
307+ 1.28% |
$6.63K - $7.72K
|
24.3K
$610K
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
510+ 4.07% |
$11K - $12.8K
|
13.1K
$328K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.89K- 27.67% |
$106K - $123K
|
12.8K
$321K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.78K- 22.14% |
$59.9K - $69.8K
|
9.76K
$245K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.4K+ 2.03% |
$268K - $313K
|
625K
$15.7M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-16.7K- 14.43% |
$361K - $421K
|
99.2K
$2.49M
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
24.8K+ 6.09% |
$534K - $623K
|
431K
$10.8M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.71K- 59.22% |
$210K - $244K
|
6.68K
$168K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
63.1K+ 4.64% |
$1.36M - $1.59M
|
1.42M
$35.7M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11K- 11.39% |
$237K - $276K
|
85.5K
$2.15M
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.73K- 5.54% |
$37.2K - $43.4K
|
29.4K
$738K
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-7.1K- 4.02% |
$153K - $179K
|
169K
$4.26M
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
202+ 99.02% |
$4.36K - $5.08K
|
406
$10.2K
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-788- 1.59% |
$17K - $19.8K
|
48.8K
$1.23M
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-2.35K- 13.37% |
$50.8K - $59.2K
|
15.2K
$383K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
103K+ 1.8% |
$2.21M - $2.58M
|
5.82M
$146M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
399+ 2.07% |
$8.61K - $10K
|
19.7K
$495K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 11.13% |
$31.5K - $36.7K
|
11.7K
$293K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.53K+ 19.92% |
$119K - $139K
|
33.3K
$836K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.17K- 49.33% |
$25.3K - $29.5K
|
1.2K
$30.2K
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.02% |
$648 - $755
|
151K
$3.78M
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
13.9KNew |
$301K - $351K
|
13.9K
$350K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.1K- 7.94% |
$175K - $204K
|
93.9K
$2.36M
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
19.3K+ 3.94% |
$416K - $485K
|
508K
$12.8M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11K- 58.81% |
$237K - $277K
|
7.7K
$193K
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
20.7K+ 7.75% |
$446K - $520K
|
287K
$7.22M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
6.02K+ 150.74% |
$130K - $151K
|
10K
$251K
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.14K- 3.9% |
$24.7K - $28.8K
|
28.1K
$707K
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
16.3K+ 1.05% |
$352K - $410K
|
1.58M
$39.6M
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-659- 0.16% |
$14.2K - $16.6K
|
412K
$10.4M
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 0.78% |
$108 - $126
|
649
$16.3K
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.17K+ 2.4% |
$46.8K - $54.5K
|
92.5K
$2.32M
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.07K+ 5.57% |
$23.1K - $26.9K
|
20.2K
$508K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.46% |
$86.4 - $101
|
876
$22K
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-782- 0.61% |
$16.9K - $19.7K
|
126K
$3.18M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
58.7KNew |
$1.27M - $1.48M
|
58.7K
$1.47M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5.9KNew |
$127K - $148K
|
5.9K
$148K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9KNew |
$194K - $226K
|
9K
$226K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-531- 4.72% |
$11.5K - $13.4K
|
10.7K
$269K
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-231- 0.13% |
$4.99K - $5.81K
|
173K
$4.34M
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-7.65K- 15.46% |
$165K - $193K
|
41.8K
$1.05M
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-511- 2.45% |
$11K - $12.9K
|
20.4K
$512K
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-9.26K- 2.91% |
$200K - $233K
|
310K
$7.78M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.9KNew |
$343K - $400K
|
15.9K
$399K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-3.77K- 7.82% |
$81.4K - $94.9K
|
44.4K
$1.12M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
573+ 15.86% |
$12.4K - $14.4K
|
4.19K
$105K
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-375- 1.39% |
$8.1K - $9.44K
|
26.6K
$668K
|