Purchases and Sales Made in Q2 2025 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q2 2025. 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 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
61.3K+ 11.11% |
$1.32M - $1.54M
|
612K
$15.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
47.4KNew |
$1.02M - $1.19M
|
47.4K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
42.6K+ 15.92% |
$919K - $1.07M
|
310K
$7.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
21.4K+ 2.1% |
$461K - $537K
|
1.04M
$25.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
20.1K+ 24.21% |
$434K - $506K
|
103K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
11.2KNew |
$242K - $282K
|
11.2K
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.33KNew |
$180K - $210K
|
8.33K
$207K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.54K+ 4.3% |
$141K - $164K
|
159K
$3.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.94K+ 4.26% |
$85K - $99.1K
|
96.4K
$2.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.29K+ 1383.19% |
$71.1K - $82.8K
|
3.53K
$87.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.49K+ 3.86% |
$32.2K - $37.6K
|
40.2K
$999K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
842+ 4.55% |
$18.2K - $21.2K
|
19.3K
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
132+ 1.13% |
$2.85K - $3.32K
|
11.8K
$293K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.46% |
$345 - $403
|
3.46K
$86K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-188- 0.85% |
$4.06K - $4.73K
|
22K
$548K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-216- 4.24% |
$4.66K - $5.43K
|
4.88K
$121K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-663- 38.55% |
$14.3K - $16.7K
|
1.06K
$26.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-806- 8.72% |
$17.4K - $20.3K
|
8.43K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-25.1K- 21.86% |
$542K - $632K
|
89.8K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-100K- 33.78% |
$2.16M - $2.52M
|
196K
$4.87M
|