Purchases and Sales Made in Q3 2021 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.93KNew |
$217K - $236K
|
7.93K
$190K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.23KNew |
$198K - $215K
|
7.23K
$173K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.66K+ 2.26% |
$155K - $168K
|
256K
$6.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.91K+ 12.38% |
$135K - $146K
|
44.6K
$1.06M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.8K+ 133.33% |
$132K - $143K
|
8.4K
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.82K+ 36.17% |
$105K - $114K
|
14.4K
$344K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 5.86% |
$104K - $113K
|
68.5K
$1.64M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
3.78K+ 4.71% |
$104K - $112K
|
84K
$2.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.64K+ 5.97% |
$99.7K - $108K
|
64.5K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.61K+ 2.69% |
$99K - $108K
|
138K
$3.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.38K+ 1.0% |
$92.6K - $101K
|
340K
$8.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
3.21K+ 1.29% |
$87.8K - $95.4K
|
252K
$6.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.05K+ 10.39% |
$83.6K - $90.8K
|
32.4K
$774K
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.91K+ 164.24% |
$79.8K - $86.7K
|
4.69K
$112K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.79K+ 2.81% |
$76.5K - $83.1K
|
102K
$2.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2.6K+ 13.48% |
$71.2K - $77.3K
|
21.8K
$522K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
2.56K+ 2.11% |
$70.1K - $76.2K
|
124K
$2.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.52K+ 2.75% |
$69.1K - $75.1K
|
94.1K
$2.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.35K+ 4.89% |
$64.3K - $69.9K
|
50.4K
$1.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 0.92% |
$51.8K - $56.2K
|
206K
$4.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.88K+ 13.72% |
$51.4K - $55.9K
|
15.6K
$372K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.72KNew |
$47K - $51.1K
|
1.72K
$41K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.58K+ 2.71% |
$43.3K - $47.1K
|
60K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.58K+ 14.59% |
$43.3K - $47K
|
12.4K
$296K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.3K+ 4.91% |
$35.7K - $38.8K
|
27.9K
$666K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25K+ 6.69% |
$34.2K - $37.1K
|
19.9K
$475K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.19K+ 502.12% |
$32.5K - $35.3K
|
1.42K
$33.9K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.19K+ 502.12% |
$32.5K - $35.3K
|
1.42K
$33.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.13K+ 11.04% |
$31.1K - $33.7K
|
11.4K
$272K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1K+ 1.11% |
$30.1K - $32.7K
|
99.7K
$2.38M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.05K+ 4.06% |
$28.8K - $31.3K
|
26.9K
$644K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.05K+ 0.35% |
$28.7K - $31.1K
|
299K
$7.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
871New |
$23.9K - $25.9K
|
871
$20.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
800+ 26.54% |
$21.9K - $23.8K
|
3.81K
$91.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
780+ 4.73% |
$21.4K - $23.2K
|
17.3K
$413K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
719+ 8.42% |
$19.7K - $21.4K
|
9.26K
$221K
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
700+ 0.33% |
$19.2K - $20.8K
|
212K
$5.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
691+ 0.75% |
$18.9K - $20.6K
|
93.1K
$2.22M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
590New |
$16.2K - $17.6K
|
590
$14.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
574+ 2.51% |
$15.7K - $17.1K
|
23.5K
$561K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
500+ 8.93% |
$13.7K - $14.9K
|
6.1K
$146K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
366+ 3.36% |
$10K - $10.9K
|
11.2K
$269K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
347New |
$9.51K - $10.3K
|
347
$8.29K
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
318+ 0.8% |
$8.72K - $9.47K
|
40.3K
$962K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
230+ 0.89% |
$6.3K - $6.85K
|
26K
$621K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
220New |
$6.03K - $6.55K
|
220
$5.26K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
215+ 27.18% |
$5.89K - $6.4K
|
1.01K
$24K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
215+ 1.57% |
$5.89K - $6.4K
|
13.9K
$333K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
201+ 5.54% |
$5.51K - $5.99K
|
3.83K
$91.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
149New |
$4.08K - $4.44K
|
149
$3.56K
|