Purchases and Sales Made in Q2 2024 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.29K+ 98.5% |
$138K - $148K
|
12.7K
$303K
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.58K+ 1.13% |
$122K - $132K
|
498K
$11.9M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.05KNew |
$110K - $119K
|
5.05K
$121K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.91K+ 2.61% |
$107K - $116K
|
193K
$4.61M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.61K+ 0.17% |
$101K - $109K
|
2.74M
$65.4M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.45KNew |
$97.4K - $105K
|
4.45K
$106K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.2K+ 12.77% |
$91.7K - $98.9K
|
37.1K
$885K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.18K+ 1.2% |
$91.3K - $98.5K
|
353K
$8.44M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.97KNew |
$86.9K - $93.7K
|
3.97K
$94.9K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
3.71KNew |
$81K - $87.4K
|
3.71K
$88.5K
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.41K+ 298.95% |
$74.4K - $80.3K
|
4.54K
$109K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.19K+ 5.82% |
$69.8K - $75.3K
|
58.1K
$1.39M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.15K+ 2.58% |
$68.8K - $74.2K
|
125K
$2.98M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.88KNew |
$63K - $68K
|
2.88K
$68.9K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.29K+ 13.19% |
$50K - $54K
|
19.6K
$469K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.21K+ 5.0% |
$48.3K - $52.1K
|
46.4K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 1.84% |
$45.1K - $48.6K
|
114K
$2.73M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.85K+ 12.5% |
$40.5K - $43.7K
|
16.7K
$398K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.78K+ 0.36% |
$39K - $42K
|
499K
$11.9M
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.65K+ 9.96% |
$36K - $38.8K
|
18.2K
$434K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.62K+ 0.54% |
$35.5K - $38.3K
|
301K
$7.2M
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.59K+ 15.55% |
$34.7K - $37.4K
|
11.8K
$282K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.35K+ 10.76% |
$29.5K - $31.8K
|
13.9K
$332K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.27K+ 5.7% |
$27.8K - $29.9K
|
23.6K
$563K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 9.63% |
$26.7K - $28.8K
|
13.9K
$332K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.09K+ 2.46% |
$23.8K - $25.7K
|
45.4K
$1.08M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
955+ 3.72% |
$20.9K - $22.5K
|
26.7K
$637K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
911+ 1.63% |
$19.9K - $21.5K
|
56.8K
$1.36M
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
850New |
$18.6K - $20K
|
850
$20.3K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
825+ 3.94% |
$18K - $19.5K
|
21.7K
$520K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
821+ 2.16% |
$17.9K - $19.4K
|
38.8K
$928K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
629New |
$13.7K - $14.8K
|
629
$15K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
569New |
$12.4K - $13.4K
|
569
$13.6K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
557+ 13.05% |
$12.2K - $13.1K
|
4.82K
$115K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
547+ 0.67% |
$12K - $12.9K
|
81.6K
$1.95M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
538+ 1.58% |
$11.8K - $12.7K
|
34.6K
$828K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
509+ 19.29% |
$11.1K - $12K
|
3.15K
$75.2K
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
493+ 4.6% |
$10.8K - $11.6K
|
11.2K
$268K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
360+ 1.35% |
$7.87K - $8.49K
|
27K
$645K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
315New |
$6.89K - $7.43K
|
315
$7.53K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
310+ 0.38% |
$6.78K - $7.31K
|
81.1K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
302+ 158.95% |
$6.6K - $7.12K
|
492
$11.8K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
232+ 0.78% |
$5.07K - $5.47K
|
30.2K
$721K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
214New |
$4.68K - $5.05K
|
214
$5.11K
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
211+ 0.49% |
$4.61K - $4.98K
|
43.3K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
207+ 7.65% |
$4.53K - $4.88K
|
2.91K
$69.6K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
186New |
$4.07K - $4.39K
|
186
$4.44K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
183+ 0.42% |
$4K - $4.32K
|
43.5K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
138+ 0.25% |
$3.02K - $3.25K
|
56K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
128+ 0.31% |
$2.8K - $3.02K
|
41.4K
$989K
|