Purchases and Sales Made in Q2 2023 in Ishares Global Reit ETF (REET)
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 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$281K - $298K
|
12.8K
$306K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$275K - $292K
|
12.5K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.3K+ 1.19% |
$270K - $287K
|
1.05M
$25M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12K+ 1.95% |
$264K - $280K
|
628K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5K+ 3.16% |
$231K - $245K
|
344K
$8.21M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
10.1K+ 5.57% |
$222K - $236K
|
191K
$4.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.99K+ 7.58% |
$219K - $233K
|
142K
$3.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.71KNew |
$213K - $226K
|
9.71K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.47KNew |
$208K - $221K
|
9.47K
$226K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
9.31K+ 4.38% |
$204K - $217K
|
222K
$5.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.17K+ 6.63% |
$201K - $214K
|
147K
$3.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.15KNew |
$201K - $213K
|
9.15K
$219K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.1K+ 14.21% |
$200K - $212K
|
73.1K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.97KNew |
$197K - $209K
|
8.97K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8.88KNew |
$195K - $207K
|
8.88K
$212K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
8.64K+ 19.63% |
$190K - $201K
|
52.6K
$1.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.59KNew |
$189K - $200K
|
8.59K
$205K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.78K+ 4.77% |
$171K - $181K
|
171K
$4.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.71K+ 17.86% |
$169K - $180K
|
50.8K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.59K+ 19.99% |
$166K - $177K
|
45.5K
$1.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
7.08KNew |
$155K - $165K
|
7.08K
$169K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.03K+ 8.27% |
$154K - $164K
|
92K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.93KNew |
$152K - $162K
|
6.93K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.63K+ 9.27% |
$146K - $155K
|
78.2K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.46K+ 32.97% |
$142K - $150K
|
26K
$622K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.43K+ 60.84% |
$141K - $150K
|
17K
$406K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.27K+ 9.55% |
$116K - $123K
|
60.5K
$1.44M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.08KNew |
$111K - $118K
|
5.08K
$121K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.04K+ 4.6% |
$110K - $117K
|
115K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
5K+ 1.1% |
$110K - $117K
|
460K
$11M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.89K+ 2.71% |
$107K - $114K
|
185K
$4.42M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.67K+ 204.78% |
$103K - $109K
|
6.96K
$166K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.39K+ 2.41% |
$96.2K - $102K
|
186K
$4.45M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.39K+ 2.41% |
$96.2K - $102K
|
186K
$4.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.3K+ 37.59% |
$94.3K - $100K
|
15.7K
$376K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.2K+ 41.94% |
$92.1K - $97.8K
|
14.2K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.14K+ 12.19% |
$90.7K - $96.4K
|
38.1K
$909K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.08K+ 1.61% |
$89.5K - $95.1K
|
257K
$6.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.08K+ 1.61% |
$89.5K - $95.1K
|
257K
$6.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.49K+ 14.0% |
$76.5K - $81.3K
|
28.4K
$678K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.78K+ 6.76% |
$61.1K - $64.9K
|
44K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.69K+ 19.39% |
$59K - $62.7K
|
16.6K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.32K+ 15.53% |
$50.9K - $54.1K
|
17.3K
$412K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.31K+ 3.86% |
$50.6K - $53.8K
|
62.1K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.1K+ 39.44% |
$46.1K - $49K
|
7.43K
$177K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.05K+ 4.63% |
$45K - $47.8K
|
46.3K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.02K+ 37.84% |
$44.2K - $47K
|
7.34K
$175K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.74K+ 2.24% |
$38.2K - $40.6K
|
79.6K
$1.9M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 5.65% |
$29.8K - $31.7K
|
25.4K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.08K+ 4.55% |
$23.6K - $25.1K
|
24.7K
$590K
|