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 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-670- 1.31% |
$14.5K - $16.9K
|
50.5K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-706- 2.69% |
$15.2K - $17.8K
|
25.5K
$660K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-782- 0.61% |
$16.9K - $19.7K
|
126K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-788- 1.59% |
$17K - $19.8K
|
48.8K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-806- 8.72% |
$17.4K - $20.3K
|
8.43K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-848- 4.0% |
$18.3K - $21.3K
|
20.4K
$527K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 10.98% |
$23.2K - $27.1K
|
8.72K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.08K- 6.43% |
$23.4K - $27.3K
|
15.8K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.14K- 3.9% |
$24.7K - $28.8K
|
28.1K
$728K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.17K- 49.33% |
$25.3K - $29.5K
|
1.2K
$31.1K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.26K- 40.91% |
$27.2K - $31.8K
|
1.82K
$47.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.39K- 7.44% |
$30.1K - $35.1K
|
17.3K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 11.13% |
$31.5K - $36.7K
|
11.7K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.73K- 5.54% |
$37.2K - $43.4K
|
29.4K
$760K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.75K- 5.42% |
$37.8K - $44K
|
30.6K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.89K- 4.99% |
$40.7K - $47.5K
|
35.9K
$928K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.12K- 0.06% |
$45.7K - $53.3K
|
3.39M
$87.7M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.24K- 12.56% |
$48.3K - $56.2K
|
15.6K
$402K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-2.35K- 13.37% |
$50.8K - $59.2K
|
15.2K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.52K- 0.35% |
$54.3K - $63.3K
|
717K
$18.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.63K- 32.06% |
$56.7K - $66.1K
|
5.57K
$144K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 1.1% |
$59.1K - $68.9K
|
245K
$6.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.78K- 22.14% |
$59.9K - $69.8K
|
9.76K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.84K- 28.97% |
$61.3K - $71.5K
|
6.97K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.93K- 7.36% |
$63.2K - $73.6K
|
36.8K
$953K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.06K- 6.7% |
$66K - $76.9K
|
42.6K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.1K- 2.16% |
$66.9K - $77.9K
|
140K
$3.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.3K- 25.57% |
$71.2K - $83K
|
9.61K
$248K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.35K- 0.74% |
$72.3K - $84.3K
|
448K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-3.77K- 7.82% |
$81.4K - $94.9K
|
44.4K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.84K- 30.89% |
$82.9K - $96.6K
|
8.59K
$222K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.25K- 16.5% |
$91.6K - $107K
|
21.5K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.47K- 0.09% |
$96.4K - $112K
|
4.91M
$127M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.89K- 27.67% |
$106K - $123K
|
12.8K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.18K- 27.34% |
$112K - $130K
|
13.8K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.5K- 63.12% |
$119K - $138K
|
3.22K
$83.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.58K- 8.36% |
$142K - $166K
|
72.2K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.88K- 23.83% |
$149K - $173K
|
22K
$569K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-7.1K- 4.02% |
$153K - $179K
|
169K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7.17K- 5.24% |
$155K - $180K
|
130K
$3.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.55K- 2.42% |
$163K - $190K
|
305K
$7.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.61K- 3.79% |
$164K - $191K
|
193K
$4.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-7.65K- 15.46% |
$165K - $193K
|
41.8K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-8.09K- 28.6% |
$175K - $204K
|
20.2K
$522K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.1K- 7.94% |
$175K - $204K
|
93.9K
$2.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.24K- 2.54% |
$178K - $207K
|
316K
$8.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-8.48K- 20.27% |
$183K - $213K
|
33.3K
$862K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.5K- 2.17% |
$183K - $214K
|
383K
$9.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-9.26K- 2.91% |
$200K - $233K
|
310K
$8.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.71K- 59.22% |
$210K - $244K
|
6.68K
$173K
|