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 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
715+ 0.93% |
$15.3K - $18.3K
|
77.8K
$1.86M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
682+ 6.49% |
$14.6K - $17.4K
|
11.2K
$267K
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
643+ 6.87% |
$13.8K - $16.4K
|
10K
$239K
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
621+ 0.22% |
$13.3K - $15.9K
|
277K
$6.62M
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$10.7K - $12.8K
|
500
$11.9K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
489+ 4445.45% |
$10.5K - $12.5K
|
500
$11.9K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
485+ 1.63% |
$10.4K - $12.4K
|
30.2K
$722K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
443+ 1.65% |
$9.5K - $11.3K
|
27.4K
$654K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
429New |
$9.2K - $11K
|
429
$10.2K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
386+ 1.82% |
$8.28K - $9.86K
|
21.6K
$515K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
353+ 2.33% |
$7.57K - $9.02K
|
15.5K
$371K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
350+ 3.13% |
$7.5K - $8.94K
|
11.5K
$276K
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
320+ 0.73% |
$6.86K - $8.18K
|
44.3K
$1.06M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
261+ 2.9% |
$5.6K - $6.67K
|
9.26K
$221K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
239+ 1.65% |
$5.12K - $6.11K
|
14.8K
$353K
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
217+ 0.67% |
$4.65K - $5.54K
|
32.5K
$776K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
170+ 0.71% |
$3.64K - $4.34K
|
24K
$574K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 0.78% |
$2.53K - $3.01K
|
15.3K
$365K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
111+ 4.31% |
$2.38K - $2.84K
|
2.69K
$64.2K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
95New |
$2.04K - $2.43K
|
95
$2.27K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.04% |
$1.93K - $2.3K
|
236K
$5.65M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 1.98% |
$879 - $1.05K
|
2.12K
$50.6K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29New |
$622 - $741
|
29
$693
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26New |
$557 - $664
|
26
$621
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$107 - $128
|
5
$119
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 5.45% |
$64.3 - $76.7
|
58
$1.39K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2- 0.01% |
$42.9 - $51.1
|
17.6K
$421K
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2- 0.01% |
$42.9 - $51.1
|
17.6K
$421K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15- 0.1% |
$322 - $383
|
14.6K
$348K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 0.16% |
$343 - $409
|
9.95K
$238K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-32- 2.16% |
$686 - $818
|
1.45K
$34.6K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-84- 10.37% |
$1.8K - $2.15K
|
726
$17.3K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-123- 1.15% |
$2.64K - $3.14K
|
10.6K
$252K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-148- 1.43% |
$3.17K - $3.78K
|
10.2K
$244K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-153- 48.57% |
$3.28K - $3.91K
|
162
$3.87K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-200- 1.03% |
$4.29K - $5.11K
|
19.3K
$460K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-217- 3.12% |
$4.65K - $5.54K
|
6.73K
$161K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-299- 24.0% |
$6.41K - $7.64K
|
947
$22.6K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-307- 23.01% |
$6.58K - $7.84K
|
1.03K
$24.5K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-317- 1.32% |
$6.8K - $8.1K
|
23.7K
$566K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-348- 1.5% |
$7.46K - $8.89K
|
22.9K
$547K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-364- 0.2% |
$7.8K - $9.3K
|
181K
$4.33M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-399Closed |
$8.55K - $10.2K
|
0
$0
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-420- 4.18% |
$9K - $10.7K
|
9.62K
$230K
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-456- 0.47% |
$9.78K - $11.7K
|
96.9K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-489- 97.8% |
$10.5K - $12.5K
|
11
$263
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-523- 0.04% |
$11.2K - $13.4K
|
1.32M
$31.5M
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-580- 0.32% |
$12.4K - $14.8K
|
182K
$4.35M
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-580- 0.32% |
$12.4K - $14.8K
|
182K
$4.35M
|