Latest Institutional Purchases of Ishares Global Reit ETF (REET)
This list provides information on the latest institutional transactions involving Ishares Global Reit ETF (REET) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
259+ 51.8% |
$5.41K - $6.25K
|
759
$18.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
161New |
$3.36K - $3.88K
|
161
$3.83K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
157New |
$3.28K - $3.79K
|
157
$3.74K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 6.78% |
$83.6 - $96.5
|
63
$1.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$20.9 - $24.1
|
1
$23.8
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
100KNew |
$2.19M - $2.33M
|
100K
$2.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
54.5KNew |
$1.2M - $1.27M
|
54.5K
$1.3M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14.7KNew |
$322K - $342K
|
14.7K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$288K - $306K
|
13.1K
$313K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.71KNew |
$213K - $226K
|
9.71K
$231K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.1K+ 14.21% |
$200K - $212K
|
73.1K
$1.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.97KNew |
$197K - $209K
|
8.97K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.93KNew |
$152K - $162K
|
6.93K
$165K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.43K+ 60.84% |
$141K - $150K
|
17K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
974+ 4.29% |
$21.4K - $22.7K
|
23.7K
$564K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
800New |
$17.6K - $18.6K
|
800
$19K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
765New |
$16.8K - $17.8K
|
765
$18.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
551New |
$12.1K - $12.8K
|
551
$13.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
315+ 1.04% |
$6.91K - $7.34K
|
30.5K
$727K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
258+ 2.52% |
$5.66K - $6.01K
|
10.5K
$249K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
146New |
$3.2K - $3.4K
|
146
$3.47K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
48+ 50.53% |
$1.05K - $1.12K
|
143
$3.4K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
29.1KNew |
$624K - $743K
|
29.1K
$692K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
22.6KNew |
$485K - $578K
|
22.6K
$538K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
12.2K+ 4.38% |
$261K - $311K
|
290K
$6.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.46KNew |
$181K - $216K
|
8.46K
$201K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.43KNew |
$52K - $62K
|
2.43K
$57.7K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$871K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$871K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
621+ 0.22% |
$13.3K - $15.9K
|
277K
$6.59M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
489+ 4445.45% |
$10.5K - $12.5K
|
500
$11.9K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
429New |
$9.2K - $11K
|
429
$10.2K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
53.9KNew |
$1.1M - $1.27M
|
53.9K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
20KNew |
$408K - $473K
|
20K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.6KNew |
$236K - $273K
|
11.6K
$275K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
11.2KNew |
$228K - $264K
|
11.2K
$266K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
9KNew |
$184K - $213K
|
9K
$214K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.91KNew |
$182K - $210K
|
8.91K
$212K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4KNew |
$81.6K - $94.5K
|
4K
$95.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
515+ 2.53% |
$10.5K - $12.2K
|
20.8K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450New |
$9.18K - $10.6K
|
450
$10.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
399New |
$8.14K - $9.43K
|
399
$9.49K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
171New |
$3.49K - $4.04K
|
171
$4.07K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
147New |
$3K - $3.47K
|
147
$3.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
129+ 100.0% |
$2.63K - $3.05K
|
258
$6.14K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30New |
$612 - $709
|
30
$714
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
294KNew |
$6.15M - $7.86M
|
294K
$6.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
275K+ 94.32% |
$5.77M - $7.38M
|
568K
$13.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
82.7KNew |
$1.73M - $2.21M
|
82.7K
$1.97M
|
|