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 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
401+ 4.0% |
$8.66K - $10.1K
|
10.4K
$262K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.84K- 28.97% |
$61.3K - $71.5K
|
6.97K
$175K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.2K+ 708.52% |
$738K - $860K
|
39K
$980K
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
510+ 0.9% |
$11K - $12.8K
|
57.3K
$1.44M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-806- 8.72% |
$17.4K - $20.3K
|
8.43K
$212K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-100K- 33.78% |
$2.16M - $2.52M
|
196K
$4.92M
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
21.4K+ 2.1% |
$461K - $537K
|
1.04M
$26.1M
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
11.2KNew |
$242K - $282K
|
11.2K
$281K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-216- 4.24% |
$4.66K - $5.43K
|
4.88K
$123K
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.94K+ 4.26% |
$85K - $99.1K
|
96.4K
$2.42M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
842+ 4.55% |
$18.2K - $21.2K
|
19.3K
$486K
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
132+ 1.13% |
$2.85K - $3.32K
|
11.8K
$296K
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
42.6K+ 15.92% |
$919K - $1.07M
|
310K
$7.79M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.29K+ 1383.19% |
$71.1K - $82.8K
|
3.53K
$88.7K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-25.1K- 21.86% |
$542K - $632K
|
89.8K
$2.26M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.46% |
$345 - $403
|
3.46K
$86.9K
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
47.4KNew |
$1.02M - $1.19M
|
47.4K
$1.19M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-663- 38.55% |
$14.3K - $16.7K
|
1.06K
$26.6K
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.33KNew |
$180K - $210K
|
8.33K
$209K
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.49K+ 3.86% |
$32.2K - $37.6K
|
40.2K
$1.01M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
20.1K+ 24.21% |
$434K - $506K
|
103K
$2.59M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-188- 0.85% |
$4.06K - $4.73K
|
22K
$554K
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
61.3K+ 11.11% |
$1.32M - $1.54M
|
612K
$15.4M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.54K+ 4.3% |
$141K - $164K
|
159K
$3.98M
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
15.2KNew |
$352K - $381K
|
15.2K
$381K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.5K+ 51.5% |
$360K - $390K
|
45.6K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 1.86% |
$30.6K - $33.1K
|
69.5K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-7.34K- 43.79% |
$171K - $185K
|
9.43K
$237K
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.07K- 5.93% |
$24.9K - $27K
|
17K
$427K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-17- 0.87% |
$395 - $428
|
1.94K
$48.8K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.09K- 89.87% |
$118K - $128K
|
574
$14.4K
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
109K+ 16.25% |
$2.54M - $2.75M
|
782K
$19.6M
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
318K+ 83.29% |
$7.39M - $8M
|
700K
$17.6M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
206New |
$4.79K - $5.18K
|
206
$5.17K
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.03K- 45.41% |
$93.7K - $101K
|
4.85K
$122K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-578- 5.3% |
$13.4K - $14.5K
|
10.3K
$259K
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-10.4KClosed |
$242K - $263K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.6K+ 34.5% |
$364K - $394K
|
61K
$1.53M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-7.19K- 12.67% |
$167K - $181K
|
49.6K
$1.25M
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.24K+ 41.13% |
$28.9K - $31.2K
|
4.26K
$107K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.7K+ 6.53% |
$109K - $118K
|
76.7K
$1.93M
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.13K- 1.95% |
$26.2K - $28.4K
|
56.6K
$1.42M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
191New |
$4.44K - $4.81K
|
191
$4.8K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.1K+ 25.47% |
$281K - $304K
|
59.6K
$1.5M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
35KNew |
$813K - $881K
|
35K
$879K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
8New |
$186 - $201
|
8
$201
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.3KNew |
$379K - $410K
|
16.3K
$409K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.37K- 99.35% |
$31.9K - $34.5K
|
9
$226
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.11K+ 4.01% |
$49.1K - $53.1K
|
54.8K
$1.38M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.09KNew |
$71.8K - $77.7K
|
3.09K
$77.6K
|