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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
765New |
$16.8K - $17.8K
|
765
$19.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
551New |
$12.1K - $12.8K
|
551
$13.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
315+ 1.04% |
$6.91K - $7.34K
|
30.5K
$770K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
146New |
$3.2K - $3.4K
|
146
$3.68K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
48+ 50.53% |
$1.05K - $1.12K
|
143
$3.6K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
29.1KNew |
$624K - $743K
|
29.1K
$733K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
22.6KNew |
$485K - $578K
|
22.6K
$570K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
12.2K+ 4.38% |
$261K - $311K
|
290K
$7.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.46KNew |
$181K - $216K
|
8.46K
$213K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.43KNew |
$52K - $62K
|
2.43K
$61.1K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$923K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$923K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
621+ 0.22% |
$13.3K - $15.9K
|
277K
$6.98M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
429New |
$9.2K - $11K
|
429
$10.8K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
53.9KNew |
$1.1M - $1.27M
|
53.9K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
20KNew |
$408K - $473K
|
20K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.6KNew |
$236K - $273K
|
11.6K
$291K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
11.2KNew |
$228K - $264K
|
11.2K
$281K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
9KNew |
$184K - $213K
|
9K
$227K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.91KNew |
$182K - $210K
|
8.91K
$224K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4KNew |
$81.6K - $94.5K
|
4K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450New |
$9.18K - $10.6K
|
450
$11.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
399New |
$8.14K - $9.43K
|
399
$10.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
171New |
$3.49K - $4.04K
|
171
$4.31K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
147New |
$3K - $3.47K
|
147
$3.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
129+ 100.0% |
$2.63K - $3.05K
|
258
$6.5K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30New |
$612 - $709
|
30
$756
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
294KNew |
$6.15M - $7.86M
|
294K
$7.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
275K+ 94.32% |
$5.77M - $7.38M
|
568K
$14.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
82.7KNew |
$1.73M - $2.21M
|
82.7K
$2.08M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
72.5KNew |
$1.52M - $1.94M
|
72.5K
$1.83M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
34.2K+ 29.79% |
$716K - $916K
|
149K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
15.1KNew |
$316K - $404K
|
15.1K
$381K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14.3KNew |
$300K - $383K
|
14.3K
$361K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
12.7KNew |
$266K - $340K
|
12.7K
$320K
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.3K+ 5.23% |
$258K - $330K
|
248K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.97K+ 14.76% |
$62.2K - $79.5K
|
23.1K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.21K+ 24.59% |
$46.3K - $59.2K
|
11.2K
$282K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
846+ 2.04% |
$17.7K - $22.7K
|
42.3K
$1.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
798+ 3.64% |
$16.7K - $21.4K
|
22.7K
$573K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$10.5K - $13.4K
|
500
$12.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
96New |
$2.01K - $2.57K
|
96
$2.42K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
54New |
$1.13K - $1.45K
|
54
$1.36K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
52.2KNew |
$1.22M - $1.56M
|
52.2K
$1.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.44KNew |
$80.4K - $102K
|
3.44K
$86.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 23.46% |
$57.6K - $73.5K
|
13K
$327K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.93KNew |
$45.1K - $57.5K
|
1.93K
$48.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
500New |
$11.7K - $14.9K
|
500
$12.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
396New |
$9.26K - $11.8K
|
396
$9.98K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25New |
$585 - $745
|
25
$630
|
|