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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-390- 9.81% |
$9K - $10.6K
|
3.58K
$86.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26+ 1.37% |
$600 - $706
|
1.92K
$46.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.67KNew |
$200K - $236K
|
8.67K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-7.08K- 19.34% |
$163K - $192K
|
29.5K
$714K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.7K+ 2592.68% |
$1.72M - $2.03M
|
77.6K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.33K- 6.36% |
$99.8K - $118K
|
63.7K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-412- 8.84% |
$9.5K - $11.2K
|
4.25K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28+ 0.09% |
$646 - $761
|
30.2K
$732K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-206- 74.64% |
$4.75K - $5.6K
|
70
$1.69K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.24K+ 13.76% |
$28.7K - $33.8K
|
10.3K
$249K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.05KNew |
$117K - $137K
|
5.05K
$122K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-4.89K- 35.11% |
$113K - $133K
|
9.05K
$219K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
186New |
$4.07K - $4.39K
|
186
$4.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12New |
$262 - $283
|
12
$290
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
104K+ 93.18% |
$2.27M - $2.45M
|
215K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
40.5K+ 0.76% |
$885K - $954K
|
5.38M
$130M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.97K- 47.7% |
$43.1K - $46.5K
|
2.16K
$52.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.2K+ 12.77% |
$91.7K - $98.9K
|
37.1K
$896K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$21.9 - $23.6
|
1
$24.2
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
214New |
$4.68K - $5.05K
|
214
$5.18K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44New |
$962 - $1.04K
|
44
$1.06K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
955+ 3.72% |
$20.9K - $22.5K
|
26.7K
$645K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-3.26K- 69.73% |
$71.2K - $76.8K
|
1.41K
$34.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
850New |
$18.6K - $20K
|
850
$20.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
569New |
$12.4K - $13.4K
|
569
$13.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.45KNew |
$97.4K - $105K
|
4.45K
$108K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24New |
$525 - $566
|
24
$581
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
315New |
$6.89K - $7.43K
|
315
$7.62K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.71K- 16.21% |
$37.3K - $40.3K
|
8.83K
$214K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
629New |
$13.7K - $14.8K
|
629
$15.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-220- 12.94% |
$4.81K - $5.19K
|
1.48K
$35.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
93.8KNew |
$2.05M - $2.21M
|
93.8K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
11.6KNew |
$253K - $273K
|
11.6K
$280K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
3.71KNew |
$81K - $87.4K
|
3.71K
$89.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.05KNew |
$110K - $119K
|
5.05K
$122K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.12% |
$21.9 - $23.6
|
812
$19.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 7.69% |
$87.4 - $94.3
|
56
$1.35K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45New |
$984 - $1.06K
|
45
$1.09K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-198- 1.82% |
$4.5K - $4.82K
|
10.7K
$259K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-69K- 58.76% |
$1.57M - $1.68M
|
48.5K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-279K- 94.89% |
$6.34M - $6.79M
|
15K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
88.7K+ 43.42% |
$2.01M - $2.16M
|
293K
$7.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.89K+ 16.34% |
$65.7K - $70.3K
|
20.6K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
48.3KNew |
$1.1M - $1.17M
|
48.3K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.4K- 18.56% |
$236K - $253K
|
45.6K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.94K+ 3.97% |
$89.5K - $95.8K
|
103K
$2.49M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83+ 0.53% |
$1.89K - $2.02K
|
15.6K
$378K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-234- 2.47% |
$5.32K - $5.69K
|
9.25K
$224K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-305- 1.43% |
$6.93K - $7.42K
|
21K
$507K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-559- 5.46% |
$12.7K - $13.6K
|
9.68K
$234K
|
|