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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.6K- 11.76% |
$59.9K - $70.5K
|
19.5K
$465K
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.85K- 24.52% |
$65.7K - $77.3K
|
8.76K
$209K
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
SELL
|
- |
-3.01K- 2.2% |
$69.3K - $81.6K
|
133K
$3.19M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.06K- 97.27% |
$70.6K - $83.2K
|
86
$2.05K
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-3.49K- 6.23% |
$80.6K - $94.9K
|
52.5K
$1.26M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.77K- 20.61% |
$87K - $102K
|
14.5K
$347K
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-3.9K- 8.64% |
$89.9K - $106K
|
41.2K
$984K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.96K- 7.65% |
$91.4K - $108K
|
47.8K
$1.14M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.01K- 33.84% |
$92.6K - $109K
|
7.85K
$187K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.01K- 9.27% |
$92.6K - $109K
|
39.3K
$938K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.11K- 2.62% |
$94.9K - $112K
|
153K
$3.65M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.3K- 2.78% |
$99.2K - $117K
|
150K
$3.59M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.33K- 6.36% |
$99.8K - $118K
|
63.7K
$1.52M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.44K- 12.99% |
$103K - $121K
|
29.8K
$711K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4.72K- 14.84% |
$109K - $128K
|
27.1K
$648K
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-4.89K- 35.11% |
$113K - $133K
|
9.05K
$216K
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.58K- 1.12% |
$129K - $152K
|
492K
$11.8M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.61K- 9.85% |
$130K - $153K
|
51.4K
$1.23M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.86K- 7.19% |
$135K - $159K
|
75.6K
$1.81M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-6.24K- 1.44% |
$144K - $170K
|
427K
$10.2M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.49K- 22.27% |
$150K - $176K
|
22.7K
$541K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.5K- 4.8% |
$150K - $177K
|
129K
$3.08M
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-7.08K- 19.34% |
$163K - $192K
|
29.5K
$706K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.4K- 28.43% |
$171K - $201K
|
18.6K
$445K
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-7.67K- 15.79% |
$177K - $208K
|
40.9K
$977K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.43K- 1.11% |
$194K - $229K
|
750K
$17.9M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.05K- 0.59% |
$209K - $246K
|
1.52M
$36.4M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.84K- 5.1% |
$227K - $267K
|
183K
$4.38M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-10.1K- 11.35% |
$232K - $273K
|
78.6K
$1.88M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-10.4K- 6.37% |
$239K - $281K
|
152K
$3.64M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.4K- 39.39% |
$241K - $284K
|
16.1K
$384K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-11.4K- 2.28% |
$262K - $309K
|
488K
$11.7M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14K- 28.61% |
$322K - $379K
|
34.8K
$831K
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-14.1K- 4.11% |
$326K - $384K
|
330K
$7.88M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.6K- 2.82% |
$338K - $397K
|
504K
$12M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-15.8K- 17.93% |
$363K - $428K
|
72.1K
$1.72M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.1K- 6.34% |
$418K - $493K
|
268K
$6.4M
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-18.9K- 6.29% |
$436K - $513K
|
281K
$6.72M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.6K- 2.99% |
$451K - $532K
|
636K
$15.2M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.3K- 3.05% |
$493K - $580K
|
678K
$16.2M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.6K- 2.3% |
$569K - $670K
|
1.05M
$25.1M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-26.3K- 2.7% |
$606K - $713K
|
946K
$22.6M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.5K- 50.03% |
$611K - $720K
|
26.5K
$632K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-26.9K- 49.81% |
$621K - $732K
|
27.1K
$648K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28K- 63.18% |
$647K - $761K
|
16.3K
$390K
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-28.6K- 5.87% |
$661K - $778K
|
460K
$11M
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-31K- 7.64% |
$715K - $842K
|
375K
$8.96M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.4K- 27.52% |
$725K - $854K
|
82.8K
$1.98M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.1K- 3.64% |
$740K - $872K
|
850K
$20.3M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.4K- 23.06% |
$886K - $1.04M
|
128K
$3.06M
|