Purchases and Sales Made in Q2 2022 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.5K+ 107.68% |
$385K - $491K
|
31.8K
$753K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.4KNew |
$384K - $490K
|
16.4K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.3K+ 348.93% |
$382K - $487K
|
21K
$498K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 1.91% |
$363K - $463K
|
829K
$19.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 5.57% |
$361K - $460K
|
292K
$6.93M
|
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
14.9K+ 37.08% |
$348K - $444K
|
55.1K
$1.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
14.6K+ 2.98% |
$340K - $434K
|
502K
$11.9M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
12.5KNew |
$292K - $373K
|
12.5K
$296K
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11.2K+ 4.28% |
$261K - $333K
|
272K
$6.44M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
9.66K+ 5.59% |
$226K - $288K
|
183K
$4.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.99KNew |
$210K - $268K
|
8.99K
$213K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8.88KNew |
$207K - $265K
|
8.88K
$210K
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.41KNew |
$197K - $251K
|
8.41K
$199K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.14K+ 114.8% |
$190K - $243K
|
15.2K
$361K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.96K+ 99.86% |
$163K - $208K
|
13.9K
$330K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.37K+ 26.81% |
$149K - $190K
|
30.1K
$715K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.63K+ 0.67% |
$132K - $168K
|
851K
$20.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.35K+ 41.09% |
$125K - $160K
|
18.4K
$436K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
5.19K+ 2.11% |
$121K - $155K
|
252K
$5.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.94K+ 129.17% |
$116K - $147K
|
8.77K
$208K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.56K+ 5.32% |
$107K - $136K
|
90.4K
$2.14M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.43K+ 1.5% |
$103K - $132K
|
300K
$7.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.33K+ 53.27% |
$101K - $129K
|
12.5K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.88K+ 36.12% |
$90.8K - $116K
|
14.6K
$347K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.84K+ 9.07% |
$89.8K - $115K
|
46.2K
$1.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
3.63K+ 9.59% |
$84.8K - $108K
|
41.4K
$982K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.56K+ 6.71% |
$83.3K - $106K
|
56.7K
$1.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.44KNew |
$80.4K - $102K
|
3.44K
$81.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.31K+ 83.35% |
$77.5K - $98.8K
|
7.29K
$173K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.04K+ 0.06% |
$71.1K - $90.7K
|
4.88M
$116M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.04K+ 0.06% |
$71.1K - $90.7K
|
4.88M
$116M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.86K+ 6.51% |
$66.8K - $85.2K
|
46.8K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.81K+ 7.03% |
$65.7K - $83.8K
|
42.8K
$1.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
2.76K+ 4.24% |
$64.6K - $82.4K
|
68K
$1.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.73K+ 19.19% |
$63.9K - $81.4K
|
17K
$402K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 23.46% |
$57.6K - $73.5K
|
13K
$307K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.21K+ 3.53% |
$51.7K - $65.9K
|
64.8K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.13K+ 9.21% |
$49.8K - $63.5K
|
25.3K
$598K
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.98K+ 27.79% |
$46.2K - $58.9K
|
9.09K
$215K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.93KNew |
$45.1K - $57.5K
|
1.93K
$45.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 7.65% |
$34.8K - $44.4K
|
20.9K
$496K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 60.95% |
$33.4K - $42.6K
|
3.77K
$89.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
1.31K+ 5.48% |
$30.7K - $39.2K
|
25.3K
$599K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.26K+ 3.29% |
$29.6K - $37.7K
|
39.7K
$941K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.25K+ 4.95% |
$29.1K - $37.1K
|
26.4K
$626K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 164.74% |
$26.7K - $34K
|
1.83K
$43.4K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.08K+ 1.1% |
$25.2K - $32.1K
|
99.3K
$2.35M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.07KNew |
$24.9K - $31.7K
|
1.07K
$25.2K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 5.48% |
$24.9K - $31.7K
|
20.5K
$486K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
848+ 3.45% |
$19.8K - $25.3K
|
25.5K
$603K
|