Purchases and Sales Made in Q1 2025 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q1 2025. 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 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
419+ 0.46% |
$9.74K - $10.5K
|
92.4K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
399+ 1.83% |
$9.27K - $10K
|
22.2K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
398+ 1.53% |
$9.25K - $10K
|
26.5K
$658K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
389+ 0.05% |
$9.04K - $9.79K
|
838K
$20.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
356+ 0.72% |
$8.27K - $8.96K
|
49.6K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
328+ 60.29% |
$7.62K - $8.25K
|
872
$21.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
321+ 77.16% |
$7.46K - $8.08K
|
737
$18.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
320+ 347.83% |
$7.44K - $8.05K
|
412
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
298+ 0.05% |
$6.93K - $7.5K
|
574K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
298+ 0.91% |
$6.93K - $7.5K
|
33.1K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
296+ 1.07% |
$6.88K - $7.45K
|
27.9K
$694K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
268+ 100.0% |
$6.23K - $6.74K
|
536
$13.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
238New |
$5.53K - $5.99K
|
238
$5.92K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
220+ 0.68% |
$5.11K - $5.54K
|
32.6K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
206New |
$4.79K - $5.18K
|
206
$5.12K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
192+ 1.44% |
$4.46K - $4.83K
|
13.5K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
191New |
$4.44K - $4.81K
|
191
$4.75K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
189+ 0.04% |
$4.39K - $4.76K
|
489K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
127New |
$2.95K - $3.2K
|
127
$3.16K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
109+ 2.81% |
$2.53K - $2.74K
|
3.99K
$99.2K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
99+ 0.43% |
$2.3K - $2.49K
|
23.3K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
90+ 0.69% |
$2.09K - $2.26K
|
13.1K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
45+ 0.17% |
$1.05K - $1.13K
|
27K
$671K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
38+ 0.21% |
$883 - $956
|
18.5K
$460K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.95% |
$790 - $855
|
3.61K
$89.8K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21+ 0.17% |
$488 - $528
|
12.1K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
18New |
$418 - $453
|
18
$447
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.32% |
$256 - $277
|
3.44K
$85.6K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
8New |
$186 - $201
|
8
$199
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$23.2 - $25.2
|
1
$24.9
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1New |
$23.2 - $25.2
|
1
$24.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 4.27% |
$163 - $176
|
157
$3.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-17- 0.87% |
$395 - $428
|
1.94K
$48.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-19- 2.87% |
$442 - $478
|
644
$16K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-24- 10.71% |
$558 - $604
|
200
$4.97K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-31- 11.61% |
$720 - $780
|
236
$5.87K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-44- 0.8% |
$1.02K - $1.11K
|
5.45K
$135K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-75- 4.87% |
$1.74K - $1.89K
|
1.47K
$36.4K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-88- 0.75% |
$2.05K - $2.21K
|
11.7K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-90- 0.17% |
$2.09K - $2.26K
|
52.2K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-97- 0.37% |
$2.25K - $2.44K
|
25.9K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-123- 0.36% |
$2.86K - $3.09K
|
33.8K
$840K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-124- 0.66% |
$2.88K - $3.12K
|
18.7K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-155- 1.49% |
$3.6K - $3.9K
|
10.2K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-201- 1.18% |
$4.67K - $5.06K
|
16.8K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-222- 2.22% |
$5.16K - $5.59K
|
9.8K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-264- 1.35% |
$6.14K - $6.64K
|
19.3K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-268- 50.0% |
$6.23K - $6.74K
|
268
$6.66K
|