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 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-234- 2.47% |
$5.32K - $5.69K
|
9.25K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83+ 0.53% |
$1.89K - $2.02K
|
15.6K
$389K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-305- 1.43% |
$6.93K - $7.42K
|
21K
$521K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-559- 5.46% |
$12.7K - $13.6K
|
9.68K
$241K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-236- 2.14% |
$5.36K - $5.74K
|
10.8K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.1KNew |
$275K - $294K
|
12.1K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
142New |
$3.23K - $3.45K
|
142
$3.53K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.06K+ 12.3% |
$46.8K - $50.1K
|
18.8K
$468K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-141K- 93.48% |
$3.2M - $3.42M
|
9.82K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
313New |
$7.11K - $7.61K
|
313
$7.78K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2KNew |
$45.4K - $48.6K
|
2K
$49.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-9.83K- 50.79% |
$223K - $239K
|
9.53K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.77KNew |
$199K - $213K
|
8.77K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-103- 2.18% |
$2.34K - $2.5K
|
4.62K
$115K
|
|
|
Apr 23, 2024
Q1 2024
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
167K+ 58.5% |
$3.8M - $4.07M
|
453K
$11.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$4.54K - $4.86K
|
200
$4.97K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
37New |
$841 - $900
|
37
$920
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.57% |
$1.2K - $1.29K
|
9.36K
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
795+ 8.84% |
$18.1K - $19.3K
|
9.79K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Gp Brinson Investments LLC
|
BUY
|
- |
29.5K+ 18.84% |
$671K - $719K
|
186K
$4.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-24.2K- 11.62% |
$550K - $589K
|
184K
$4.58M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1- 50.0% |
$22.7 - $24.3
|
1
$24.9
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
5.79K+ 100.35% |
$115K - $142K
|
11.6K
$287K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10KNew |
$198K - $246K
|
10K
$249K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
20New |
$396 - $491
|
20
$497
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13KNew |
$258K - $319K
|
13K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-53.9K- 76.74% |
$1.07M - $1.32M
|
16.3K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-555- 16.75% |
$11K - $13.6K
|
2.76K
$68.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.1KNew |
$220K - $273K
|
11.1K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
97New |
$1.92K - $2.38K
|
97
$2.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.11MNew |
$21.9M - $27.2M
|
1.11M
$27.5M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8New |
$158 - $196
|
8
$199
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.24K- 12.27% |
$24.5K - $30.4K
|
8.84K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.16KNew |
$181K - $225K
|
9.16K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.9KNew |
$117K - $145K
|
5.9K
$147K
|
|
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
10.1KNew |
$201K - $249K
|
10.1K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
664KNew |
$13.2M - $16.3M
|
664K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$229K - $283K
|
11.5K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
323+ 0.82% |
$6.4K - $7.93K
|
39.6K
$984K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.8K- 43.67% |
$234K - $290K
|
15.2K
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
581+ 4.85% |
$11.5K - $14.3K
|
12.6K
$312K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
581New |
$11.5K - $14.3K
|
581
$14.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
12KNew |
$238K - $295K
|
12K
$298K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
204New |
$4.04K - $5.01K
|
204
$5.07K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$1.98K - $2.46K
|
100
$2.49K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
314New |
$6.22K - $7.71K
|
314
$7.81K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-296- 1.38% |
$5.86K - $7.27K
|
21.2K
$527K
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-210K- 58.33% |
$4.16M - $5.16M
|
150K
$3.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$1.23K - $1.52K
|
62
$1.54K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
752+ 2.3% |
$14.9K - $18.5K
|
33.4K
$831K
|
|