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 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 0.9% |
$227K - $265K
|
1.16M
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-10.8K- 21.4% |
$234K - $272K
|
39.7K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11K- 11.39% |
$237K - $276K
|
85.5K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11K- 58.81% |
$237K - $277K
|
7.7K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.4K- 10.86% |
$246K - $287K
|
93.6K
$2.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-12K- 3.74% |
$259K - $302K
|
309K
$7.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-12.6K- 24.08% |
$271K - $316K
|
39.6K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 9.03% |
$289K - $337K
|
135K
$3.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.8K- 45.25% |
$298K - $348K
|
16.7K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-16.7K- 14.43% |
$361K - $421K
|
99.2K
$2.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.5K- 5.82% |
$421K - $490K
|
316K
$8.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21K- 75.38% |
$454K - $529K
|
6.87K
$178K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-25.1K- 21.86% |
$542K - $632K
|
89.8K
$2.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-28.8K- 27.5% |
$622K - $725K
|
76K
$1.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33.6K- 8.47% |
$725K - $845K
|
363K
$9.38M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-41.5K- 83.26% |
$897K - $1.05M
|
8.35K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-76.4K- 54.5% |
$1.65M - $1.92M
|
63.8K
$1.65M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-77.2K- 63.82% |
$1.67M - $1.94M
|
43.8K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
SELL
|
- |
-84K- 26.31% |
$1.81M - $2.11M
|
235K
$6.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-100K- 33.78% |
$2.16M - $2.52M
|
196K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-170K- 30.68% |
$3.66M - $4.27M
|
383K
$9.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-175K- 26.26% |
$3.79M - $4.41M
|
492K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-225K- 19.94% |
$4.86M - $5.66M
|
903K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-265K- 88.51% |
$5.72M - $6.67M
|
34.4K
$890K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-756K- 27.95% |
$16.3M - $19M
|
1.95M
$50.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.83M- 57.8% |
$39.6M - $46.1M
|
1.34M
$34.6M
|