Purchases and Sales Made in Q3 2024 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q3 2024. 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 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
714KNew |
$16.5M - $19.4M
|
714K
$17.1M
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
403K+ 71.47% |
$9.31M - $11M
|
968K
$23.1M
|
|
Nov 06, 2024
Q3 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
316K+ 102.83% |
$7.29M - $8.59M
|
623K
$14.9M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
245KNew |
$5.66M - $6.67M
|
245K
$5.86M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
195KNew |
$4.5M - $5.3M
|
195K
$4.66M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
191K+ 4.15% |
$4.41M - $5.2M
|
4.81M
$115M
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
158K+ 81.86% |
$3.65M - $4.3M
|
352K
$8.41M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
108K+ 3.95% |
$2.5M - $2.94M
|
2.85M
$68M
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
106K+ 123.78% |
$2.45M - $2.88M
|
192K
$4.58M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
105K+ 938.17% |
$2.43M - $2.86M
|
116K
$2.78M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
105K+ 8.87% |
$2.41M - $2.84M
|
1.28M
$30.7M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
81.2K+ 35.26% |
$1.87M - $2.21M
|
311K
$7.44M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
76.6KNew |
$1.77M - $2.08M
|
76.6K
$1.83M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.7K+ 2592.68% |
$1.72M - $2.03M
|
77.6K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
68.8KNew |
$1.59M - $1.87M
|
68.8K
$1.64M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
45.1K+ 6.72% |
$1.04M - $1.23M
|
717K
$17.1M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
43.5K+ 421.01% |
$1M - $1.18M
|
53.8K
$1.29M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
34.3KNew |
$792K - $933K
|
34.3K
$820K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.6K+ 149.12% |
$775K - $912K
|
56.1K
$1.34M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
30.3K+ 8.88% |
$700K - $824K
|
372K
$8.89M
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
27.1K+ 4.92% |
$625K - $736K
|
578K
$13.8M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26.1KNew |
$601K - $708K
|
26.1K
$622K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 170.81% |
$598K - $705K
|
41.1K
$982K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21.9KNew |
$505K - $595K
|
21.9K
$523K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.8KNew |
$480K - $565K
|
20.8K
$497K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
19.6K+ 71.41% |
$452K - $533K
|
47.1K
$1.12M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.6KNew |
$452K - $533K
|
19.6K
$468K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18.8K+ 5.32% |
$433K - $510K
|
372K
$8.89M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
17.8K+ 2.14% |
$410K - $482K
|
848K
$20.3M
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
16.1K+ 1.08% |
$371K - $438K
|
1.51M
$36.1M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16KNew |
$369K - $434K
|
16K
$382K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$364K - $428K
|
15.8K
$377K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
15.2K+ 6.89% |
$351K - $413K
|
236K
$5.64M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 18.05% |
$337K - $397K
|
95.7K
$2.29M
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
13.8KNew |
$319K - $375K
|
13.8K
$330K
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
13.4K+ 6.29% |
$308K - $363K
|
226K
$5.39M
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
10.3K+ 3.96% |
$237K - $279K
|
270K
$6.44M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.72KNew |
$201K - $237K
|
8.72K
$208K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.72KNew |
$201K - $237K
|
8.72K
$208K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.68KNew |
$200K - $236K
|
8.68K
$207K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.67KNew |
$200K - $236K
|
8.67K
$207K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.66KNew |
$200K - $235K
|
8.66K
$207K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.51KNew |
$196K - $231K
|
8.51K
$203K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.41K+ 26.13% |
$194K - $229K
|
40.6K
$970K
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.32K+ 21.99% |
$192K - $226K
|
46.1K
$1.1M
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
8.25K+ 3.8% |
$190K - $224K
|
225K
$5.38M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
8.14KNew |
$188K - $221K
|
8.14K
$195K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.7KNew |
$178K - $209K
|
7.7K
$184K
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
7.63K+ 1.65% |
$176K - $207K
|
470K
$11.2M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
7.51KNew |
$173K - $204K
|
7.51K
$179K
|