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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.1KNew |
$220K - $273K
|
11.1K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-555- 16.75% |
$11K - $13.6K
|
2.76K
$69.3K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8New |
$158 - $196
|
8
$201
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.11MNew |
$21.9M - $27.2M
|
1.11M
$27.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.16KNew |
$181K - $225K
|
9.16K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.24K- 12.27% |
$24.5K - $30.4K
|
8.84K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.9KNew |
$117K - $145K
|
5.9K
$148K
|
|
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
10.1KNew |
$201K - $249K
|
10.1K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
664KNew |
$13.2M - $16.3M
|
664K
$16.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$229K - $283K
|
11.5K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.8K- 43.67% |
$234K - $290K
|
15.2K
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
323+ 0.82% |
$6.4K - $7.93K
|
39.6K
$994K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
581+ 4.85% |
$11.5K - $14.3K
|
12.6K
$315K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
581New |
$11.5K - $14.3K
|
581
$14.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
12KNew |
$238K - $295K
|
12K
$301K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$1.98K - $2.46K
|
100
$2.51K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
314New |
$6.22K - $7.71K
|
314
$7.89K
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-210K- 58.33% |
$4.16M - $5.16M
|
150K
$3.77M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
752+ 2.3% |
$14.9K - $18.5K
|
33.4K
$839K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.53KNew |
$169K - $210K
|
8.53K
$214K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 32.5% |
$22.2K - $25.7K
|
2.21K
$55.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$489K - $564K
|
23.4K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
399New |
$8.34K - $9.62K
|
399
$10K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$20.9 - $24.1
|
1
$25.1
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
835New |
$17.4K - $20.1K
|
835
$21K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
617+ 6.3% |
$12.9K - $14.9K
|
10.4K
$262K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-275- 2.47% |
$5.74K - $6.63K
|
10.9K
$273K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 6.78% |
$83.6 - $96.5
|
63
$1.58K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.7KNew |
$412K - $475K
|
19.7K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$8.36K - $9.65K
|
400
$10K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
161New |
$3.36K - $3.88K
|
161
$4.04K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
259+ 51.8% |
$5.41K - $6.25K
|
759
$19.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.55KNew |
$200K - $230K
|
9.55K
$240K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.2KNew |
$255K - $295K
|
12.2K
$307K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
157New |
$3.28K - $3.79K
|
157
$3.94K
|
|
| Q2 2023 | |||||||
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14.7KNew |
$322K - $342K
|
14.7K
$368K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.66K- 32.08% |
$124K - $132K
|
12K
$301K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-4.95K- 28.26% |
$109K - $115K
|
12.6K
$316K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.1K+ 14.21% |
$200K - $212K
|
73.1K
$1.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
315+ 1.04% |
$6.91K - $7.34K
|
30.5K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.2K- 91.24% |
$2M - $2.13M
|
8.76K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$288K - $306K
|
13.1K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.93KNew |
$152K - $162K
|
6.93K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 56.37% |
$283K - $301K
|
10K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
258+ 2.52% |
$5.66K - $6.01K
|
10.5K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.43K+ 60.84% |
$141K - $150K
|
17K
$427K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
800New |
$17.6K - $18.6K
|
800
$20.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
146New |
$3.2K - $3.4K
|
146
$3.67K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-55.3K- 83.76% |
$1.21M - $1.29M
|
10.7K
$269K
|
|