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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
379+ 1.05% |
$8.18K - $9.54K
|
36.4K
$941K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
364+ 3.22% |
$7.86K - $9.16K
|
11.7K
$301K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
334New |
$7.21K - $8.4K
|
334
$8.64K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
322+ 0.24% |
$6.95K - $8.1K
|
135K
$3.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
311+ 5.96% |
$6.71K - $7.82K
|
5.53K
$143K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
307+ 1.28% |
$6.63K - $7.72K
|
24.3K
$628K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
287+ 1.08% |
$6.2K - $7.22K
|
26.8K
$692K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
210+ 3.63% |
$4.53K - $5.28K
|
6K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
204+ 0.6% |
$4.4K - $5.13K
|
34K
$879K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
202+ 99.02% |
$4.36K - $5.08K
|
406
$10.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
142+ 0.61% |
$3.07K - $3.57K
|
23.4K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
132+ 1.13% |
$2.85K - $3.32K
|
11.8K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
105+ 1.05% |
$2.27K - $2.64K
|
10.1K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
84+ 30.77% |
$1.81K - $2.11K
|
357
$9.23K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
43New |
$928 - $1.08K
|
43
$1.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28+ 0.21% |
$605 - $704
|
13.5K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
27+ 3.66% |
$583 - $679
|
764
$19.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22+ 0.13% |
$475 - $554
|
16.4K
$423K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
20+ 0.77% |
$432 - $503
|
2.61K
$67.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.46% |
$345 - $403
|
3.46K
$89.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13New |
$281 - $327
|
13
$336
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12+ 0.03% |
$259 - $302
|
41K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9+ 0.17% |
$194 - $226
|
5.46K
$141K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 0.78% |
$108 - $126
|
649
$16.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.46% |
$86.4 - $101
|
876
$22.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.73% |
$64.8 - $75.5
|
415
$10.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.01% |
$43.2 - $50.3
|
20K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.79% |
$21.6 - $25.2
|
128
$3.31K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-11- 0.03% |
$237 - $277
|
43K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-19- 0.99% |
$410 - $478
|
1.9K
$49.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.02% |
$648 - $755
|
151K
$3.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-56- 40.58% |
$1.21K - $1.41K
|
82
$2.12K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-100- 0.42% |
$2.16K - $2.52K
|
23.7K
$613K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-148- 94.27% |
$3.2K - $3.72K
|
9
$233
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-161- 1.22% |
$3.48K - $4.05K
|
13K
$336K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-188- 0.85% |
$4.06K - $4.73K
|
22K
$570K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-200- 40.0% |
$4.32K - $5.03K
|
300
$7.76K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-216- 4.24% |
$4.66K - $5.43K
|
4.88K
$126K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-231- 0.13% |
$4.99K - $5.81K
|
173K
$4.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-375- 1.39% |
$8.1K - $9.44K
|
26.6K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-387- 3.21% |
$8.36K - $9.74K
|
11.7K
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-465- 32.91% |
$10K - $11.7K
|
948
$24.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-511- 2.45% |
$11K - $12.9K
|
20.4K
$527K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-531- 4.72% |
$11.5K - $13.4K
|
10.7K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-651- 3.32% |
$14.1K - $16.4K
|
19K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-659- 1.4% |
$14.2K - $16.6K
|
46.4K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-659- 0.16% |
$14.2K - $16.6K
|
412K
$10.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-663- 38.55% |
$14.3K - $16.7K
|
1.06K
$27.3K
|