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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
356+ 0.72% |
$8.27K - $8.96K
|
49.6K
$1.23M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-10.2K- 26.51% |
$237K - $257K
|
28.3K
$703K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.39K- 4.58% |
$32.2K - $34.9K
|
28.9K
$718K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-201- 1.18% |
$4.67K - $5.06K
|
16.8K
$419K
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-500- 0.38% |
$11.6K - $12.6K
|
131K
$3.26M
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-28.6K- 70.71% |
$664K - $719K
|
11.8K
$294K
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.84K- 16.59% |
$42.7K - $46.2K
|
9.24K
$230K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-316K- 51.67% |
$7.35M - $7.96M
|
296K
$7.36M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
574New |
$13.3K - $14.4K
|
574
$14.3K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.54K- 6.85% |
$35.7K - $38.6K
|
20.9K
$519K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.95K+ 2.33% |
$91.7K - $99.3K
|
173K
$4.3M
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.05K- 1.07% |
$47.6K - $51.5K
|
190K
$4.71M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
320+ 347.83% |
$7.44K - $8.05K
|
412
$10.2K
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.4K+ 16.16% |
$32.4K - $35.1K
|
10K
$249K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.96K+ 55.96% |
$232K - $251K
|
27.8K
$690K
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.32K+ 21.99% |
$193K - $209K
|
46.1K
$1.15M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.86K- 22.59% |
$66.5K - $72K
|
9.81K
$244K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.28K- 9.33% |
$29.7K - $32.2K
|
12.4K
$309K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.02K+ 9.25% |
$46.8K - $50.7K
|
23.8K
$592K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 231.68% |
$78.3K - $84.8K
|
4.83K
$120K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-155- 1.49% |
$3.6K - $3.9K
|
10.2K
$254K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.54K- 5.0% |
$59K - $63.9K
|
48.2K
$1.2M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
17K+ 6.82% |
$396K - $428K
|
267K
$6.63M
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
18.7K+ 49.23% |
$435K - $471K
|
56.7K
$1.41M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.47K- 2.88% |
$34.2K - $37K
|
49.5K
$1.23M
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
45+ 0.17% |
$1.05K - $1.13K
|
27K
$671K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 6.74% |
$46.6K - $50.5K
|
31.8K
$790K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.95% |
$790 - $855
|
3.61K
$89.8K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
189+ 0.04% |
$4.39K - $4.76K
|
489K
$12.2M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 77.05% |
$2.68M - $3.04M
|
34.1K
$847K
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
15KNew |
$352K - $399K
|
15K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 5.37% |
$23.4K - $26.5K
|
19.6K
$488K
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-7.98K- 10.15% |
$187K - $212K
|
70.6K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.48M+ 35.23% |
$34.7M - $39.3M
|
5.68M
$141M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.74K- 35.79% |
$205K - $232K
|
15.7K
$390K
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21K- 30.46% |
$491K - $556K
|
47.9K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.99K- 4.77% |
$46.7K - $52.9K
|
39.8K
$989K
|
|
Feb 14, 2025
Q4 2024
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
60KNew |
$1.41M - $1.59M
|
60K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
424New |
$9.93K - $11.3K
|
424
$10.5K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10.3KNew |
$242K - $275K
|
10.3K
$257K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
953+ 11.0% |
$22.3K - $25.3K
|
9.61K
$239K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 50.0% |
$70.3 - $79.6
|
3
$74.6
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 5.26% |
$23.4 - $26.5
|
20
$497
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
51.4KNew |
$1.2M - $1.36M
|
51.4K
$1.28M
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
18.3KNew |
$429K - $486K
|
18.3K
$455K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
43.2K+ 52.17% |
$1.01M - $1.15M
|
126K
$3.13M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.5KNew |
$456K - $517K
|
19.5K
$484K
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78+ 2.68% |
$1.83K - $2.07K
|
2.99K
$74.4K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.49M- 97.81% |
$58.3M - $66M
|
55.6K
$1.38M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
35+ 0.41% |
$820 - $929
|
8.55K
$213K
|