Purchases and Sales Made in Q2 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 Q2 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
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
4.93M
New
$108M - $115M
4.93M $118M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
900K
New
$19.7M - $21M
900K $21.5M
Aug 14, 2023 Q2 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
689K
+ 40.16%
$15.1M - $16.1M
2.41M $57.5M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
417K
+ 46.66%
$9.15M - $9.72M
1.31M $31.3M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
265K
+ 34.57%
$5.81M - $6.17M
1.03M $24.6M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
265K
+ 34.57%
$5.81M - $6.17M
1.03M $24.6M
Aug 11, 2023 Q2 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
256K
+ 175.24%
$5.61M - $5.96M
402K $9.6M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
212K
+ 33.11%
$4.65M - $4.94M
852K $20.4M
Aug 09, 2023 Q2 2023
Rs Crum Inc.

BUY
 -
188K
+ 296.41%
$4.13M - $4.39M
252K $6.01M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
173K
+ 49.2%
$3.79M - $4.03M
524K $12.5M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
146K
+ 3.49%
$3.19M - $3.39M
4.32M $103M
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
139K
+ 11.0%
$3.04M - $3.23M
1.4M $33.4M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
118K
+ 14.92%
$2.58M - $2.74M
906K $21.6M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
108K
+ 9.5%
$2.36M - $2.51M
1.24M $29.7M
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
101K
+ 29.04%
$2.22M - $2.36M
450K $10.8M
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
100K
New
$2.19M - $2.33M
100K $2.39M
Aug 10, 2023 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
100K
New
$2.19M - $2.33M
100K $2.39M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
78.3K
+ 7.49%
$1.72M - $1.82M
1.12M $26.8M
Jul 31, 2023 Q2 2023
Asset Management One Co., Ltd.

BUY
 -
56K
+ 13.21%
$1.23M - $1.31M
480K $11.5M
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
54.5K
New
$1.2M - $1.27M
54.5K $1.3M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
54K
+ 259.31%
$1.19M - $1.26M
74.8K $1.79M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
52.7K
+ 9.95%
$1.16M - $1.23M
582K $13.9M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
49.2K
+ 7.83%
$1.08M - $1.15M
678K $16.2M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
44.3K
+ 3.36%
$972K - $1.03M
1.36M $32.5M
Jul 31, 2023 Q2 2023
Courier Capital LLC

BUY
 -
43.2K
New
$947K - $1.01M
43.2K $1.03M
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
42.5K
New
$932K - $990K
42.5K $1.01M
Jul 06, 2023 Q2 2023
Boston Standard Wealth Management, LLC

BUY
 -
40.4K
+ 9.13%
$886K - $941K
483K $11.5M
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
39.5K
+ 44.91%
$867K - $921K
127K $3.05M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
39.2K
+ 34.56%
$861K - $915K
153K $3.65M
Aug 11, 2023 Q2 2023
Cooper/Haims Advisors, LLC

BUY
 -
39.1K
+ 10.28%
$859K - $913K
420K $10M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
33.2K
+ 0.43%
$727K - $773K
7.69M $184M
Jul 26, 2023 Q2 2023
Destiny Wealth Partners, LLC

BUY
 -
29.7K
+ 20.28%
$651K - $692K
176K $4.2M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
26.3K
New
$577K - $613K
26.3K $628K
Nov 13, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
23.9K
+ 81.1%
$525K - $558K
53.5K $1.28M
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
23.9K
+ 81.1%
$525K - $558K
53.5K $1.28M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
22.7K
+ 17.41%
$499K - $530K
153K $3.66M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
20.7K
+ 14.68%
$455K - $483K
162K $3.87M
Aug 14, 2023 Q2 2023
Merriman Wealth Management, LLC

BUY
 -
19.5K
+ 57.94%
$427K - $454K
53.1K $1.27M
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
18.2K
+ 24.53%
$398K - $423K
92.2K $2.2M
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
17.6K
+ 7.98%
$386K - $410K
238K $5.68M
Jul 25, 2023 Q2 2023
Morton Brown Family Wealth, LLC

BUY
 -
17.4K
+ 6.24%
$383K - $407K
297K $7.09M
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
17.2K
+ 22.0%
$377K - $401K
95.4K $2.28M
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
17.1K
+ 4.07%
$376K - $399K
438K $10.5M
Aug 07, 2023 Q2 2023
Waldron Private Wealth LLC

BUY
 -
15.8K
+ 2.4%
$347K - $369K
674K $16.1M
Aug 29, 2024 Q2 2023
Waldron Private Wealth LLC

BUY
 -
15.8K
+ 2.4%
$347K - $369K
674K $16.1M
Aug 14, 2023 Q2 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
14.7K
+ 23.22%
$322K - $342K
77.9K $1.86M
Dec 04, 2024 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
14.7K
New
$322K - $342K
14.7K $350K
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
13.1K
New
$288K - $306K
13.1K $314K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
13.1K
+ 0.48%
$288K - $306K
2.73M $65.2M

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