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 09, 2021
Q3 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.19K- 2.87% |
$32.5K - $35.3K
|
40.1K
$957K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.46K- 17.11% |
$40K - $43.5K
|
7.07K
$169K
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.48KClosed |
$40.7K - $44.2K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.54K- 15.51% |
$42.2K - $45.9K
|
8.39K
$201K
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-1.69KClosed |
$46.3K - $50.3K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-2.41K- 1.55% |
$65.9K - $71.6K
|
153K
$3.66M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.52K- 6.68% |
$69.2K - $75.2K
|
35.3K
$842K
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.54K- 9.37% |
$69.7K - $75.8K
|
24.6K
$588K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.04K- 9.4% |
$83.3K - $90.5K
|
29.3K
$700K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.26K- 11.07% |
$89.5K - $97.2K
|
26.2K
$626K
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.27K- 3.89% |
$89.6K - $97.4K
|
80.7K
$1.93M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.45K- 6.44% |
$94.5K - $103K
|
50.1K
$1.2M
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.55KClosed |
$125K - $135K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.84K- 1.84% |
$133K - $144K
|
258K
$6.16M
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.49K- 57.55% |
$150K - $163K
|
4.05K
$96.7K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.29K- 2.22% |
$172K - $187K
|
278K
$6.63M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.85K- 9.36% |
$188K - $204K
|
66.4K
$1.59M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.29KClosed |
$200K - $217K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-7.4KClosed |
$203K - $220K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.1K- 36.84% |
$249K - $271K
|
15.6K
$373K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.14K- 5.49% |
$251K - $272K
|
157K
$3.76M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 8.5% |
$292K - $317K
|
115K
$2.74M
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-12.2KClosed |
$336K - $365K
|
0
$0
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-15.3KClosed |
$419K - $455K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-16.9K- 11.52% |
$463K - $503K
|
130K
$3.1M
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-17.9K- 3.37% |
$490K - $532K
|
512K
$12.2M
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-18.5K- 2.02% |
$506K - $550K
|
894K
$21.4M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.6K- 47.55% |
$538K - $585K
|
21.7K
$517K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-20.5KClosed |
$563K - $611K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21.8KClosed |
$598K - $649K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-22.8K- 4.95% |
$625K - $679K
|
438K
$10.5M
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-30.2K- 3.04% |
$828K - $900K
|
964K
$23M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.3K- 7.1% |
$1.16M - $1.26M
|
554K
$13.2M
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-55K- 12.67% |
$1.51M - $1.64M
|
379K
$9.05M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-90.4K- 2.36% |
$2.48M - $2.69M
|
3.74M
$89.4M
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-103K- 44.17% |
$2.81M - $3.05M
|
130K
$3.1M
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-111K- 95.75% |
$3.03M - $3.29M
|
4.91K
$117K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-113KClosed |
$3.09M - $3.35M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-142K- 66.47% |
$3.89M - $4.22M
|
71.5K
$1.71M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-155K- 41.6% |
$4.26M - $4.63M
|
218K
$5.21M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-206K- 20.81% |
$5.65M - $6.14M
|
784K
$18.7M
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-273K- 74.05% |
$7.47M - $8.12M
|
95.6K
$2.28M
|