Purchases and Sales Made in Q1 2023 in Ishares Global Reit ETF (REET)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10.6K+ 8.12% |
$227K - $271K
|
141K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.96KNew |
$214K - $254K
|
9.96K
$238K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9.65K+ 3.58% |
$207K - $247K
|
280K
$6.68M
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.55K+ 5.43% |
$205K - $244K
|
186K
$4.43M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.83K+ 6.82% |
$189K - $226K
|
138K
$3.3M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.74K+ 54.07% |
$187K - $223K
|
24.9K
$595K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.46KNew |
$181K - $216K
|
8.46K
$202K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
8.46K+ 23.8% |
$181K - $216K
|
44K
$1.05M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.68K+ 336.42% |
$165K - $196K
|
9.96K
$238K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.6K+ 6.18% |
$163K - $194K
|
131K
$3.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.25K+ 5.21% |
$155K - $185K
|
146K
$3.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.07K+ 1.89% |
$152K - $181K
|
382K
$9.11M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.81K+ 28.69% |
$146K - $174K
|
30.6K
$730K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6.58K+ 4.21% |
$141K - $168K
|
163K
$3.9M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.52K+ 3.32% |
$140K - $166K
|
203K
$4.84M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
6.35K+ 1.54% |
$136K - $162K
|
417K
$9.97M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.91K+ 21.33% |
$127K - $151K
|
33.6K
$803K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.8K+ 1.68% |
$124K - $148K
|
351K
$8.39M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.67K+ 409.66% |
$100K - $119K
|
5.81K
$139K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.62K+ 0.17% |
$99.1K - $118K
|
2.74M
$65.4M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.53K+ 11.31% |
$97K - $116K
|
44.6K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
4.43K+ 2.13% |
$95K - $113K
|
212K
$5.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.9K+ 1.56% |
$83.5K - $99.5K
|
253K
$6.05M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.63K+ 2.48% |
$77.8K - $92.7K
|
150K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.6K+ 9.56% |
$77.1K - $91.9K
|
41.2K
$984K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.24KNew |
$69.4K - $82.8K
|
3.24K
$77.4K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.78K+ 13.32% |
$59.7K - $71.1K
|
23.7K
$566K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.49K+ 13.73% |
$53.3K - $63.5K
|
20.6K
$492K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.43KNew |
$52K - $62K
|
2.43K
$58K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.31K+ 18.61% |
$49.6K - $59.1K
|
14.7K
$352K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.08K+ 22.22% |
$44.6K - $53.1K
|
11.4K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.98K+ 58.96% |
$42.3K - $50.5K
|
5.33K
$127K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 55.16% |
$40.6K - $48.4K
|
5.33K
$127K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.7K+ 13.83% |
$36.4K - $43.4K
|
14K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.7K+ 4.1% |
$36.4K - $43.4K
|
43.1K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.53K+ 6.91% |
$32.8K - $39K
|
23.6K
$565K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.53K+ 11.17% |
$32.7K - $39K
|
15.2K
$363K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.41K+ 7.75% |
$30.2K - $36K
|
19.6K
$468K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.24K+ 3.87% |
$26.6K - $31.7K
|
33.3K
$796K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.17K+ 9.17% |
$25K - $29.8K
|
13.9K
$331K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.08K+ 9.35% |
$23.1K - $27.6K
|
12.6K
$301K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
1K+ 4.64% |
$21.5K - $25.6K
|
22.6K
$540K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
948+ 5.39% |
$20.3K - $24.2K
|
18.6K
$443K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
927+ 662.14% |
$19.9K - $23.7K
|
1.07K
$25.5K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
916+ 4.49% |
$19.6K - $23.4K
|
21.3K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
898+ 2.0% |
$19.3K - $22.9K
|
45.8K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
776+ 3.6% |
$16.6K - $19.8K
|
22.3K
$533K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$875K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
750+ 2.94% |
$16.1K - $19.2K
|
26.3K
$627K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
750+ 2.09% |
$16.1K - $19.2K
|
36.6K
$875K
|