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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-585- 0.42% |
$12.2K - $15.7K
|
139K
$3.53M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-673- 2.67% |
$14.1K - $18K
|
24.6K
$625K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-763- 3.26% |
$16K - $20.4K
|
22.6K
$575K
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-848- 3.33% |
$17.7K - $22.7K
|
24.6K
$626K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-901- 2.27% |
$18.9K - $24.1K
|
38.8K
$986K
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-920- 1.97% |
$19.3K - $24.6K
|
45.9K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-995- 2.13% |
$20.8K - $26.6K
|
45.6K
$1.16M
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.06K- 0.35% |
$22.3K - $28.5K
|
299K
$7.61M
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-1.09K- 10.19% |
$22.9K - $29.2K
|
9.63K
$245K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 1.89% |
$26.9K - $34.4K
|
66.9K
$1.7M
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
SELL
|
- |
-1.38K- 5.46% |
$28.9K - $37K
|
23.9K
$608K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.58K- 0.4% |
$33.1K - $42.3K
|
392K
$9.98M
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.61K- 0.52% |
$33.7K - $43.1K
|
310K
$7.88M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.84K- 17.21% |
$38.5K - $49.2K
|
8.84K
$225K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.98K- 15.88% |
$41.4K - $52.9K
|
10.5K
$266K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.2K- 3.08% |
$46.1K - $58.9K
|
69.2K
$1.76M
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.38K- 2.17% |
$49.9K - $63.8K
|
107K
$2.73M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.39K- 5.78% |
$50.1K - $64.1K
|
39K
$992K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.47K- 11.13% |
$51.6K - $66K
|
19.7K
$500K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.55K- 1.41% |
$53.4K - $68.3K
|
178K
$4.53M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.57K- 4.86% |
$53.7K - $68.7K
|
50.2K
$1.28M
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-3.67K- 8.14% |
$76.8K - $98.3K
|
41.4K
$1.05M
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-4.92K- 23.97% |
$103K - $132K
|
15.6K
$397K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.33K- 24.52% |
$112K - $143K
|
16.4K
$417K
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.34K- 16.02% |
$133K - $170K
|
33.2K
$845K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.52K- 2.55% |
$136K - $175K
|
249K
$6.33M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.61K- 15.83% |
$138K - $177K
|
35.1K
$893K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.13K- 17.9% |
$149K - $191K
|
32.7K
$831K
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.4K- 17.3% |
$155K - $198K
|
35.4K
$900K
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-9.49K- 0.87% |
$199K - $254K
|
1.09M
$27.6M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.58K- 37.09% |
$200K - $256K
|
16.2K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.3K- 0.84% |
$236K - $302K
|
1.33M
$33.9M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-12.8K- 14.11% |
$267K - $342K
|
77.6K
$1.97M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-13.2K- 30.75% |
$276K - $353K
|
29.7K
$755K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-13.7K- 90.0% |
$287K - $367K
|
1.53K
$38.8K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.8K- 27.72% |
$310K - $396K
|
38.6K
$982K
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-16.6K- 6.09% |
$347K - $444K
|
255K
$6.49M
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-21.1K- 4.05% |
$443K - $566K
|
501K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.6K- 2.65% |
$472K - $604K
|
828K
$21.1M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25.9K- 64.27% |
$542K - $694K
|
14.4K
$366K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-29.3K- 69.31% |
$612K - $783K
|
13K
$329K
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-30.8K- 67.6% |
$645K - $825K
|
14.8K
$375K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-31.1K- 95.45% |
$651K - $833K
|
1.48K
$37.7K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-43.4K- 13.46% |
$908K - $1.16M
|
279K
$7.09M
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-62K- 18.08% |
$1.3M - $1.66M
|
281K
$7.15M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-66.1K- 98.31% |
$1.38M - $1.77M
|
1.14K
$29K
|
|
Oct 28, 2022
Q3 2022
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-74.1K- 33.26% |
$1.55M - $1.98M
|
149K
$3.78M
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-143K- 88.14% |
$3M - $3.84M
|
19.3K
$490K
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-180K- 58.64% |
$3.77M - $4.82M
|
127K
$3.23M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-227K- 29.29% |
$4.75M - $6.07M
|
548K
$13.9M
|