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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.53KNew |
$169K - $210K
|
8.53K
$212K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
399New |
$8.34K - $9.62K
|
399
$9.92K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 32.5% |
$22.2K - $25.7K
|
2.21K
$55K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$489K - $564K
|
23.4K
$582K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$20.9 - $24.1
|
1
$24.9
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
617+ 6.3% |
$12.9K - $14.9K
|
10.4K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
835New |
$17.4K - $20.1K
|
835
$20.8K
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-275- 2.47% |
$5.74K - $6.63K
|
10.9K
$271K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 6.78% |
$83.6 - $96.5
|
63
$1.57K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$8.36K - $9.65K
|
400
$9.94K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.7KNew |
$412K - $475K
|
19.7K
$490K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
161New |
$3.36K - $3.88K
|
161
$4K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.55KNew |
$200K - $230K
|
9.55K
$237K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
259+ 51.8% |
$5.41K - $6.25K
|
759
$18.9K
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.2KNew |
$255K - $295K
|
12.2K
$304K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
157New |
$3.28K - $3.79K
|
157
$3.9K
|
|
Q2 2023 | |||||||
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14.7KNew |
$322K - $342K
|
14.7K
$365K
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.66K- 32.08% |
$124K - $132K
|
12K
$298K
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-4.95K- 28.26% |
$109K - $115K
|
12.6K
$313K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.1K+ 14.21% |
$200K - $212K
|
73.1K
$1.82M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
315+ 1.04% |
$6.91K - $7.34K
|
30.5K
$759K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.2K- 91.24% |
$2M - $2.13M
|
8.76K
$218K
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$288K - $306K
|
13.1K
$327K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.93KNew |
$152K - $162K
|
6.93K
$172K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 56.37% |
$283K - $301K
|
10K
$249K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
258+ 2.52% |
$5.66K - $6.01K
|
10.5K
$260K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.43K+ 60.84% |
$141K - $150K
|
17K
$422K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-55.3K- 83.76% |
$1.21M - $1.29M
|
10.7K
$266K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
146New |
$3.2K - $3.4K
|
146
$3.63K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
800New |
$17.6K - $18.6K
|
800
$19.9K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
974+ 4.29% |
$21.4K - $22.7K
|
23.7K
$589K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
54.5KNew |
$1.2M - $1.27M
|
54.5K
$1.36M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.77K- 17.68% |
$82.7K - $87.9K
|
17.6K
$437K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.12K- 7.56% |
$24.7K - $26.2K
|
13.7K
$342K
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.71KNew |
$213K - $226K
|
9.71K
$241K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.97KNew |
$197K - $209K
|
8.97K
$223K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.1K- 16.96% |
$90K - $95.6K
|
20.1K
$499K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
48+ 50.53% |
$1.05K - $1.12K
|
143
$3.55K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
765New |
$16.8K - $17.8K
|
765
$19K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 4.32% |
$176 - $186
|
177
$4.4K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
551New |
$12.1K - $12.8K
|
551
$13.7K
|
|
Q1 2023 | |||||||
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$910K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
489+ 4445.45% |
$10.5K - $12.5K
|
500
$12.4K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.96K- 12.02% |
$42.1K - $50.2K
|
14.4K
$357K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-153- 48.57% |
$3.28K - $3.91K
|
162
$4.03K
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-83.4K- 61.99% |
$1.79M - $2.13M
|
51.1K
$1.27M
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
621+ 0.22% |
$13.3K - $15.9K
|
277K
$6.89M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
29.1KNew |
$624K - $743K
|
29.1K
$723K
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$910K
|