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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
321+ 77.16% |
$7.46K - $8.08K
|
737
$18.3K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-31- 11.61% |
$720 - $780
|
236
$5.87K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.45K+ 27.84% |
$56.9K - $61.6K
|
11.2K
$280K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 6.53% |
$28.7K - $31.1K
|
17.7K
$439K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1New |
$23.2 - $25.2
|
1
$24.9
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
328+ 60.29% |
$7.62K - $8.25K
|
872
$21.7K
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8.86KNew |
$206K - $223K
|
8.86K
$220K
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
521+ 2.79% |
$12.1K - $13.1K
|
19.2K
$476K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-461- 3.08% |
$10.7K - $11.6K
|
14.5K
$361K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.79K- 99.83% |
$135K - $146K
|
10
$249
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
424New |
$9.85K - $10.7K
|
424
$10.5K
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-347- 2.57% |
$8.06K - $8.73K
|
13.2K
$327K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
436K+ 9.72% |
$10.1M - $11M
|
4.92M
$122M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
998+ 1.99% |
$23.2K - $25.1K
|
51.2K
$1.27M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-19- 2.87% |
$442 - $478
|
644
$16K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 1.43% |
$267K - $289K
|
790K
$19.6M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
33.5K+ 11.51% |
$778K - $842K
|
324K
$8.06M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-428- 2.21% |
$9.95K - $10.8K
|
19K
$471K
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
61.3K+ 6.41% |
$1.42M - $1.54M
|
1.02M
$25.3M
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
156K+ 30.55% |
$3.63M - $3.93M
|
668K
$16.6M
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
18New |
$418 - $453
|
18
$447
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
76.2K+ 28.98% |
$1.77M - $1.92M
|
339K
$8.43M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.39K+ 10.12% |
$125K - $136K
|
58.7K
$1.46M
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15.1K+ 3.85% |
$350K - $379K
|
406K
$10.1M
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.37KNew |
$55.2K - $59.7K
|
2.37K
$59K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-124- 0.66% |
$2.88K - $3.12K
|
18.7K
$465K
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
43.3K+ 2.86% |
$1.01M - $1.09M
|
1.56M
$38.8M
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
10.8K+ 13.55% |
$250K - $271K
|
90.3K
$2.25M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-268- 50.0% |
$6.23K - $6.74K
|
268
$6.66K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17K- 14.25% |
$394K - $427K
|
102K
$2.54M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
109+ 2.81% |
$2.53K - $2.74K
|
3.99K
$99.2K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-395- 1.81% |
$9.18K - $9.94K
|
21.5K
$534K
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-21K- 6.14% |
$488K - $528K
|
321K
$7.98M
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-850- 51.52% |
$19.8K - $21.4K
|
800
$19.9K
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.23K- 4.02% |
$28.5K - $30.9K
|
29.3K
$728K
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.02K+ 0.64% |
$46.9K - $50.8K
|
319K
$7.93M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.54K+ 1.03% |
$35.8K - $38.7K
|
151K
$3.74M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
39K+ 2.95% |
$906K - $981K
|
1.36M
$33.8M
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.07K+ 5.08% |
$118K - $128K
|
105K
$2.61M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-75- 4.87% |
$1.74K - $1.89K
|
1.47K
$36.4K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 1.57% |
$35.8K - $38.7K
|
96.5K
$2.4M
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16.4K- 10.28% |
$382K - $414K
|
144K
$3.57M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
557+ 2.53% |
$12.9K - $14K
|
22.6K
$561K
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.75K- 1.36% |
$40.6K - $44K
|
127K
$3.16M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
69K+ 1.22% |
$1.6M - $1.74M
|
5.71M
$142M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
43.6K+ 5.65% |
$1.01M - $1.1M
|
816K
$20.3M
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-2.24K- 6.72% |
$52.1K - $56.4K
|
31.1K
$773K
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-24- 10.71% |
$558 - $604
|
200
$4.97K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-981- 7.26% |
$22.8K - $24.7K
|
12.5K
$312K
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-7.11K- 1.69% |
$165K - $179K
|
413K
$10.3M
|