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 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.36% |
$2.3K - $2.48K
|
29.2K
$698K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
89New |
$1.95K - $2.1K
|
89
$2.13K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45New |
$984 - $1.06K
|
45
$1.08K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44New |
$962 - $1.04K
|
44
$1.05K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 0.31% |
$809 - $872
|
11.9K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
30+ 0.29% |
$656 - $707
|
10.3K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24New |
$525 - $566
|
24
$573
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
18New |
$393 - $424
|
18
$430
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 3.21% |
$393 - $424
|
579
$13.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12New |
$262 - $283
|
12
$287
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.33% |
$240 - $259
|
3.34K
$79.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$197 - $212
|
9
$215
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 7.69% |
$87.4 - $94.3
|
56
$1.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$65.6 - $70.7
|
27.6K
$660K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.32% |
$43.7 - $47.2
|
624
$14.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.12% |
$21.9 - $23.6
|
812
$19.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$21.9 - $23.6
|
1
$23.9
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.46% |
$21.9 - $23.6
|
219
$5.23K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.56% |
$21.9 - $23.6
|
178
$4.25K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1Closed |
$21.9 - $23.6
|
0
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-20- 1.28% |
$437 - $472
|
1.55K
$36.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-22Closed |
$481 - $519
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24- 0.25% |
$525 - $566
|
9.54K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-29- 0.13% |
$634 - $684
|
22.7K
$542K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-32- 8.86% |
$700 - $755
|
329
$7.86K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-50- 0.4% |
$1.09K - $1.18K
|
12.3K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-67- 0.28% |
$1.46K - $1.58K
|
24.3K
$580K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-68- 2.15% |
$1.49K - $1.6K
|
3.09K
$73.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-142- 0.73% |
$3.1K - $3.35K
|
19.3K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-149- 8.8% |
$3.26K - $3.51K
|
1.55K
$36.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-150- 35.21% |
$3.28K - $3.54K
|
276
$6.59K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-220- 12.94% |
$4.81K - $5.19K
|
1.48K
$35.4K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-284- 5.74% |
$6.21K - $6.7K
|
4.66K
$111K
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-370- 2.59% |
$8.09K - $8.72K
|
13.9K
$332K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-522- 18.62% |
$11.4K - $12.3K
|
2.28K
$54.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-530- 8.8% |
$11.6K - $12.5K
|
5.49K
$131K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-566- 23.0% |
$12.4K - $13.3K
|
1.9K
$45.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-583- 3.07% |
$12.7K - $13.7K
|
18.4K
$440K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-600- 5.49% |
$13.1K - $14.1K
|
10.3K
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-652- 26.6% |
$14.3K - $15.4K
|
1.8K
$43K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-763- 3.71% |
$16.7K - $18K
|
19.8K
$473K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-840- 0.02% |
$18.4K - $19.8K
|
4.2M
$100M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-848- 3.7% |
$18.5K - $20K
|
22.1K
$527K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-911- 2.71% |
$19.9K - $21.5K
|
32.7K
$782K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-926- 1.19% |
$20.2K - $21.8K
|
76.6K
$1.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-968- 4.78% |
$21.2K - $22.8K
|
19.3K
$461K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.05K- 0.55% |
$22.9K - $24.7K
|
189K
$4.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.11K- 3.53% |
$24.2K - $26.1K
|
30.2K
$722K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 11.54% |
$25.8K - $27.8K
|
9.03K
$216K
|