Purchases and Sales Made in Q1 2023 in Ishares Global Reit ETF (REET)

REET Quotes by TradingView

This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q1 2023. 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 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
944K
+ 18.24%
$20.2M - $24.1M
6.12M $146M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
619K
New
$13.3M - $15.8M
619K $14.8M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
389K
+ 59.37%
$8.35M - $9.95M
1.05M $25M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
348K
+ 112.41%
$7.47M - $8.9M
658K $15.7M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
221K
+ 52.62%
$4.73M - $5.64M
640K $15.3M
Apr 27, 2023 Q1 2023
Money Design Co.,Ltd.

BUY
 -
205K
New
$4.4M - $5.25M
205K $4.91M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
200K
+ 18.88%
$4.29M - $5.12M
1.26M $30.1M
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
177K
+ 4.43%
$3.79M - $4.52M
4.17M $99.6M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
158K
+ 18.92%
$3.38M - $4.03M
991K $23.7M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
151K
+ 15.33%
$3.23M - $3.85M
1.13M $27.1M
May 04, 2023 Q1 2023
Viewpoint Investment Partners Corp

BUY
 -
138K
+ 69.98%
$2.95M - $3.52M
335K $8M
May 02, 2023 Q1 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
137K
+ 21.12%
$2.94M - $3.5M
786K $18.8M
Apr 28, 2023 Q1 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
109K
New
$2.34M - $2.78M
109K $2.6M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
105K
+ 1.39%
$2.24M - $2.67M
7.66M $183M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
75.3K
+ 40.33%
$1.61M - $1.92M
262K $6.26M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
69.4K
+ 3353.26%
$1.49M - $1.77M
71.5K $1.71M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
68.5K
+ 9.84%
$1.47M - $1.75M
766K $18.3M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
68.5K
+ 9.84%
$1.47M - $1.75M
766K $18.3M
May 10, 2023 Q1 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
64.9K
+ 281.97%
$1.39M - $1.66M
88K $2.1M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
64.1K
+ 8.85%
$1.37M - $1.64M
788K $18.8M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
63.1K
+ 2.46%
$1.35M - $1.61M
2.63M $62.8M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
51.5K
+ 10.76%
$1.1M - $1.31M
530K $12.7M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
43.9K
+ 16.83%
$941K - $1.12M
305K $7.28M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
43.4K
+ 14.22%
$931K - $1.11M
349K $8.33M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
39.6K
+ 36.53%
$849K - $1.01M
148K $3.53M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
33.5K
+ 8.66%
$719K - $857K
421K $10M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
33K
+ 43.18%
$708K - $844K
110K $2.62M
May 15, 2023 Q1 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
31.1K
+ 1.84%
$666K - $794K
1.72M $41M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
29.1K
New
$624K - $743K
29.1K $695K
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
28.9K
+ 64.24%
$621K - $740K
74K $1.77M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
26.2K
+ 126.7%
$563K - $671K
47K $1.12M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
24.7K
New
$529K - $630K
24.7K $589K
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
22.6K
New
$485K - $578K
22.6K $540K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
20.9K
+ 36.57%
$449K - $535K
78.2K $1.87M
Apr 24, 2023 Q1 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
19.6K
+ 3.29%
$421K - $502K
616K $14.7M
Apr 24, 2023 Q1 2023
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
19.4K
New
$415K - $495K
19.4K $463K
Apr 18, 2023 Q1 2023
Alhambra Investment Partners LLC

BUY
 -
18.9K
+ 11.74%
$406K - $484K
180K $4.31M
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
17.5K
+ 37.6%
$376K - $448K
64.1K $1.53M
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
17.2K
New
$368K - $439K
17.2K $410K
Jan 12, 2024 Q1 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
16.3K
New
$349K - $416K
16.3K $389K
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
16.3K
+ 14.1%
$349K - $416K
132K $3.15M
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
16.3K
+ 41.74%
$348K - $415K
55.2K $1.32M
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
15.7K
+ 854.68%
$336K - $401K
17.5K $419K
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
14.3K
New
$307K - $366K
14.3K $342K
May 10, 2023 Q1 2023
E Rn Financial, LLC

BUY
 -
12.6K
+ 6.08%
$271K - $323K
220K $5.26M
May 04, 2023 Q1 2023
Oakwell Private Wealth Management, LLC

BUY
 -
12.2K
+ 4.38%
$261K - $311K
290K $6.93M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
12.1K
New
$259K - $309K
12.1K $289K
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
11.5K
+ 4.34%
$247K - $295K
277K $6.62M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
11.1K
+ 1.09%
$239K - $284K
1.03M $24.7M

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