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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.23K- 3.46% |
$26.8K - $28.9K
|
34.2K
$817K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 5.15% |
$30.9K - $33.3K
|
26K
$622K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.53K- 13.75% |
$33.4K - $36K
|
9.57K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.54K- 1.5% |
$33.6K - $36.3K
|
101K
$2.41M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.66K- 4.27% |
$36.2K - $39.1K
|
37.2K
$888K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.71K- 16.21% |
$37.3K - $40.3K
|
8.83K
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.75K- 3.27% |
$38.3K - $41.3K
|
51.8K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.8K- 8.3% |
$39.4K - $42.5K
|
19.9K
$476K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.95K- 13.5% |
$42.6K - $45.9K
|
12.5K
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.97K- 47.7% |
$43.1K - $46.5K
|
2.16K
$51.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.12K- 13.88% |
$46.3K - $49.9K
|
13.1K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.2K- 3.29% |
$48.1K - $51.9K
|
64.7K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.22K- 7.48% |
$48.6K - $52.4K
|
27.5K
$656K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.28K- 9.25% |
$49.8K - $53.7K
|
22.4K
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.52K- 13.55% |
$55.1K - $59.4K
|
16.1K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.62K- 7.22% |
$57.2K - $61.7K
|
33.6K
$803K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-2.71K- 13.28% |
$59.3K - $63.9K
|
17.7K
$423K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.07K- 40.41% |
$67.2K - $72.4K
|
4.53K
$108K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-3.26K- 69.73% |
$71.2K - $76.8K
|
1.41K
$33.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.82K- 12.59% |
$83.4K - $90K
|
26.5K
$633K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.88K- 2.0% |
$84.8K - $91.5K
|
190K
$4.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.24K- 6.92% |
$92.7K - $100K
|
57K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 7.51% |
$94K - $101K
|
53K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-4.75K- 5.13% |
$104K - $112K
|
87.8K
$2.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.2K- 9.12% |
$114K - $123K
|
51.8K
$1.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-5.37K- 12.43% |
$117K - $127K
|
37.8K
$903K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.09K- 36.6% |
$133K - $144K
|
10.5K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.12K- 32.56% |
$134K - $144K
|
12.7K
$303K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.47K- 10.68% |
$141K - $152K
|
54.1K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-6.81K- 32.81% |
$149K - $160K
|
13.9K
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-7.17K- 4.32% |
$157K - $169K
|
159K
$3.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-7.72K- 5.35% |
$169K - $182K
|
136K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7.98K- 20.05% |
$175K - $188K
|
31.8K
$761K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-8.05K- 26.75% |
$176K - $190K
|
22.1K
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.68K- 5.24% |
$190K - $205K
|
157K
$3.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.91K- 1.16% |
$195K - $210K
|
758K
$18.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.45K- 51.67% |
$206K - $223K
|
8.83K
$211K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-9.74K- 9.34% |
$213K - $230K
|
94.5K
$2.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.2K- 3.44% |
$222K - $240K
|
286K
$6.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-10.7K- 3.44% |
$234K - $252K
|
300K
$7.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-10.7K- 3.03% |
$235K - $253K
|
344K
$8.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-10.9K- 1.65% |
$238K - $256K
|
650K
$15.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-12.3K- 20.18% |
$268K - $290K
|
48.6K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 21.31% |
$289K - $311K
|
48.8K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 47.46% |
$300K - $323K
|
15.2K
$363K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-14.1K- 8.34% |
$308K - $332K
|
155K
$3.69M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-14.6K- 44.16% |
$319K - $344K
|
18.5K
$441K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-14.7K- 24.53% |
$320K - $346K
|
45.1K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15.3K- 2.86% |
$334K - $360K
|
518K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-17K- 19.22% |
$372K - $401K
|
71.5K
$1.71M
|