Purchases and Sales Made in Q4 2021 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.51M+ 147.6% |
$69.5M - $76.9M
|
4.22M
$101M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.29MNew |
$63.3M - $70.2M
|
2.29M
$54.8M
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
701K+ 72.66% |
$19.4M - $21.5M
|
1.67M
$39.8M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
686K+ 650.96% |
$19M - $21M
|
791K
$18.9M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
545KNew |
$15.1M - $16.7M
|
545K
$13M
|
|
Feb 14, 2022
Q4 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
543KNew |
$15M - $16.6M
|
543K
$13M
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
439K+ 287.26% |
$12.1M - $13.4M
|
591K
$14.1M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
405KNew |
$11.2M - $12.4M
|
405K
$9.66M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
306K+ 6.7% |
$8.45M - $9.36M
|
4.87M
$116M
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
294KNew |
$8.13M - $9M
|
294K
$7.02M
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
195KNew |
$5.39M - $5.97M
|
195K
$4.66M
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
167KNew |
$4.62M - $5.11M
|
167K
$3.99M
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
161KNew |
$4.44M - $4.92M
|
161K
$3.84M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
159K+ 7.37% |
$4.39M - $4.86M
|
2.31M
$55.3M
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
135K+ 6.67% |
$3.74M - $4.14M
|
2.16M
$51.7M
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
130KNew |
$3.6M - $3.98M
|
130K
$3.11M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
124K+ 83.25% |
$3.42M - $3.79M
|
273K
$6.52M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
118KNew |
$3.26M - $3.61M
|
118K
$2.82M
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
110KNew |
$3.04M - $3.36M
|
110K
$2.62M
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
108KNew |
$2.97M - $3.29M
|
108K
$2.57M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
107KNew |
$2.97M - $3.29M
|
107K
$2.57M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
79.3KNew |
$2.19M - $2.43M
|
79.3K
$1.89M
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
76.6K+ 82.61% |
$2.12M - $2.34M
|
169K
$4.04M
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
73.8K+ 18.01% |
$2.04M - $2.26M
|
484K
$11.6M
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
73.8KNew |
$2.04M - $2.26M
|
73.8K
$1.76M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.2K+ 10.38% |
$1.94M - $2.15M
|
747K
$17.8M
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
64.1KNew |
$1.77M - $1.96M
|
64.1K
$1.53M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51.3K+ 24.15% |
$1.42M - $1.57M
|
264K
$6.3M
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
49.4K+ 4.73% |
$1.37M - $1.51M
|
1.1M
$26.2M
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
47.7KNew |
$1.32M - $1.46M
|
47.7K
$1.14M
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
45.9KNew |
$1.27M - $1.41M
|
45.9K
$1.1M
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
44.1KNew |
$1.22M - $1.35M
|
44.1K
$1.05M
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
41.3K+ 103.17% |
$1.14M - $1.27M
|
81.4K
$1.94M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
39.2K+ 3.14% |
$1.08M - $1.2M
|
1.29M
$30.8M
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.1KNew |
$1.08M - $1.2M
|
39.1K
$933K
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
38KNew |
$1.05M - $1.16M
|
38K
$908K
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
37.4KNew |
$1.03M - $1.14M
|
37.4K
$893K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
35.8K+ 8.71% |
$990K - $1.1M
|
447K
$10.7M
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
35.8KNew |
$989K - $1.1M
|
35.8K
$855K
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
34.2KNew |
$947K - $1.05M
|
34.2K
$818K
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
33.7K+ 3.77% |
$930K - $1.03M
|
928K
$22.2M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$904K - $1M
|
32.7K
$781K
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
30.6KNew |
$845K - $936K
|
30.6K
$731K
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
30K+ 7.92% |
$829K - $918K
|
409K
$9.77M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
29.5KNew |
$816K - $904K
|
29.5K
$706K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.6K+ 44.4% |
$792K - $877K
|
93.2K
$2.23M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25.4KNew |
$702K - $777K
|
25.4K
$607K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.3K+ 149.36% |
$644K - $713K
|
38.9K
$929K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 2.85% |
$618K - $684K
|
807K
$19.3M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
21.8K+ 7.31% |
$604K - $669K
|
321K
$7.66M
|