Purchases and Sales Made in Q3 2022 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q3 2022. 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, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
390K+ 63.94% |
$8.17M - $10.4M
|
1M
$25.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
351K+ 6.68% |
$7.34M - $9.4M
|
5.61M
$143M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
294KNew |
$6.15M - $7.86M
|
294K
$7.47M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
275K+ 94.32% |
$5.77M - $7.38M
|
568K
$14.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
272KNew |
$5.69M - $7.29M
|
272K
$6.92M
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
190K+ 41.5% |
$3.98M - $5.1M
|
649K
$16.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
175K+ 230.7% |
$3.66M - $4.68M
|
250K
$6.37M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
149KNew |
$3.11M - $3.99M
|
149K
$3.78M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
144K+ 45.05% |
$3.02M - $3.87M
|
465K
$11.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
139K+ 8.89% |
$2.91M - $3.72M
|
1.7M
$43.3M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127K+ 16.05% |
$2.65M - $3.4M
|
917K
$23.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
103K+ 313.9% |
$2.16M - $2.77M
|
136K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102K+ 8.24% |
$2.13M - $2.73M
|
1.34M
$34.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
101K+ 17.13% |
$2.12M - $2.71M
|
691K
$17.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
97K+ 147.6% |
$2.03M - $2.6M
|
163K
$4.14M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
92K+ 4032.52% |
$1.93M - $2.46M
|
94.3K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
88K+ 34.85% |
$1.84M - $2.36M
|
340K
$8.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
87.3K+ 512.99% |
$1.83M - $2.34M
|
104K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
87.2K+ 5.87% |
$1.83M - $2.34M
|
1.57M
$40M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
84K+ 1.72% |
$1.76M - $2.25M
|
4.97M
$126M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
82.7KNew |
$1.73M - $2.21M
|
82.7K
$2.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
72.5KNew |
$1.52M - $1.94M
|
72.5K
$1.84M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64K+ 6.72% |
$1.34M - $1.72M
|
1.02M
$25.9M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
61.2K+ 49.62% |
$1.28M - $1.64M
|
185K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
54.6K+ 1.43% |
$1.14M - $1.46M
|
3.87M
$98.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
45.5K+ 32.93% |
$953K - $1.22M
|
184K
$4.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
40.8K+ 12.57% |
$855K - $1.09M
|
366K
$9.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
37.5K+ 7.47% |
$786K - $1.01M
|
540K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.3K+ 3.74% |
$781K - $1M
|
1.04M
$26.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
35.2K+ 12.01% |
$737K - $944K
|
329K
$8.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.1KNew |
$734K - $940K
|
35.1K
$892K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
35K+ 60.28% |
$732K - $937K
|
93K
$2.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
34.8K+ 25.93% |
$729K - $932K
|
169K
$4.3M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
34.2K+ 29.79% |
$716K - $916K
|
149K
$3.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
32.3K+ 78.7% |
$676K - $865K
|
73.4K
$1.87M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31K+ 9.57% |
$649K - $831K
|
355K
$9.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.8K+ 9.86% |
$603K - $772K
|
321K
$8.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
28.2K+ 61.12% |
$591K - $756K
|
74.5K
$1.89M
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
26.6KNew |
$556K - $712K
|
26.6K
$676K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
25.1KNew |
$525K - $672K
|
25.1K
$638K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
23.1KNew |
$483K - $617K
|
23.1K
$586K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22KNew |
$460K - $589K
|
22K
$559K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
21.3K+ 4.1% |
$446K - $571K
|
542K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
20.2K+ 77.48% |
$423K - $541K
|
46.3K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
19.2K+ 4.75% |
$403K - $515K
|
424K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
19.2K+ 3.99% |
$403K - $515K
|
501K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.4K+ 19.96% |
$384K - $492K
|
110K
$2.81M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
15.8K+ 13.56% |
$330K - $422K
|
132K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
15.1KNew |
$316K - $404K
|
15.1K
$384K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
14.9K+ 5.94% |
$313K - $400K
|
266K
$6.78M
|