Purchases and Sales Made in Q1 2022 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL REIT ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.5K- 20.04% |
$68.4K - $76K
|
9.95K
$238K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.51KClosed |
$68.7K - $76.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.65K- 70.11% |
$72.7K - $80.8K
|
1.13K
$27K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.67K- 3.06% |
$73.1K - $81.2K
|
84.4K
$2.02M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.7K- 19.05% |
$74.1K - $82.4K
|
11.5K
$274K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.81K- 1.13% |
$77K - $85.5K
|
246K
$5.89M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.04K- 0.06% |
$83.4K - $92.7K
|
4.88M
$117M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.19K- 13.48% |
$87.5K - $97.2K
|
20.5K
$489K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.34K- 82.44% |
$91.5K - $102K
|
711
$17K
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.59K- 33.51% |
$98.4K - $109K
|
7.11K
$170K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.7K- 34.32% |
$102K - $113K
|
7.09K
$169K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.75K- 16.94% |
$103K - $114K
|
18.4K
$439K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.76K- 13.0% |
$103K - $115K
|
25.2K
$601K
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.8K- 6.06% |
$132K - $146K
|
74.4K
$1.78M
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-4.84K- 7.29% |
$133K - $148K
|
61.6K
$1.47M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.95K- 16.75% |
$136K - $151K
|
24.6K
$588K
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.23K- 28.0% |
$143K - $159K
|
13.4K
$321K
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6K- 70.59% |
$165K - $183K
|
2.5K
$59.7K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.31K- 13.68% |
$173K - $192K
|
39.8K
$951K
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-7.67K- 0.83% |
$210K - $234K
|
920K
$22M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-8.61K- 97.73% |
$236K - $262K
|
200
$4.78K
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-8.88KClosed |
$243K - $271K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-9.01K- 20.43% |
$247K - $275K
|
35.1K
$838K
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-10.3K- 8.28% |
$282K - $313K
|
114K
$2.72M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-10.8K- 11.13% |
$295K - $328K
|
85.8K
$2.05M
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-10.8K- 7.23% |
$296K - $329K
|
138K
$3.31M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.9K- 3.21% |
$300K - $333K
|
329K
$7.86M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.6KClosed |
$319K - $355K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-12.2KClosed |
$333K - $370K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13.6K- 29.99% |
$373K - $414K
|
31.7K
$758K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-13.7KClosed |
$376K - $418K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16.2KClosed |
$445K - $494K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-16.8K- 11.84% |
$461K - $512K
|
125K
$2.99M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.9K- 6.11% |
$464K - $516K
|
260K
$6.21M
|
|
May 16, 2022
Q1 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-17.4K- 3.2% |
$478K - $531K
|
526K
$12.6M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-19K- 29.35% |
$521K - $579K
|
45.7K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-21.2K- 4.08% |
$581K - $645K
|
498K
$11.9M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.5K- 57.84% |
$617K - $686K
|
16.4K
$392K
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-30.2K- 37.14% |
$829K - $921K
|
51.2K
$1.22M
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-30.6KClosed |
$839K - $932K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-32.7K- 10.48% |
$897K - $997K
|
279K
$6.67M
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-35.7K- 11.13% |
$979K - $1.09M
|
285K
$6.81M
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-36K- 8.8% |
$987K - $1.1M
|
373K
$8.91M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-39.1KClosed |
$1.07M - $1.19M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-45.6KClosed |
$1.25M - $1.39M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48.7K- 26.94% |
$1.34M - $1.48M
|
132K
$3.15M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-49.8KClosed |
$1.37M - $1.52M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-71.7K- 97.07% |
$1.97M - $2.18M
|
2.16K
$51.6K
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-137K- 70.16% |
$3.75M - $4.17M
|
58.2K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-158K- 70.76% |
$4.33M - $4.81M
|
65.2K
$1.56M
|