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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.21K+ 605.0% |
$33.4K - $37K
|
1.41K
$33.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.14K+ 7.54% |
$31.5K - $34.8K
|
16.2K
$388K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 0.8% |
$28.6K - $31.7K
|
131K
$3.12M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.03K+ 2.14% |
$28.4K - $31.4K
|
49.1K
$1.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
1.01K+ 6.22% |
$27.9K - $30.9K
|
17.2K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1K+ 149.03% |
$27.7K - $30.7K
|
1.68K
$40K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
995+ 7.32% |
$27.5K - $30.5K
|
14.6K
$349K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
865+ 4.39% |
$23.9K - $26.5K
|
20.6K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
805+ 0.86% |
$22.3K - $24.6K
|
94.9K
$2.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
772+ 5.97% |
$21.3K - $23.6K
|
13.7K
$328K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
700New |
$19.3K - $21.4K
|
700
$16.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
686+ 1.67% |
$19K - $21K
|
41.7K
$997K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
603+ 7.03% |
$16.7K - $18.5K
|
9.19K
$219K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
563+ 5.69% |
$15.6K - $17.2K
|
10.5K
$250K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
561New |
$15.5K - $17.2K
|
561
$13.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
487New |
$13.5K - $14.9K
|
487
$11.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
445New |
$12.3K - $13.6K
|
445
$10.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
422+ 1.57% |
$11.7K - $12.9K
|
27.4K
$654K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
420+ 5.09% |
$11.6K - $12.9K
|
8.67K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
378New |
$10.4K - $11.6K
|
378
$9.03K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
368New |
$10.2K - $11.3K
|
368
$8.79K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
364+ 1.48% |
$10.1K - $11.1K
|
24.9K
$595K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
325New |
$8.98K - $9.95K
|
325
$7.76K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
291New |
$8.04K - $8.91K
|
291
$6.95K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
239+ 13.93% |
$6.61K - $7.32K
|
1.96K
$46.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
230+ 1.25% |
$6.36K - $7.04K
|
18.7K
$446K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
220+ 0.37% |
$6.08K - $6.73K
|
60.2K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
188+ 1.92% |
$5.2K - $5.75K
|
10K
$239K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
180+ 0.04% |
$4.98K - $5.51K
|
408K
$9.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
179New |
$4.95K - $5.48K
|
179
$4.28K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
168+ 1.81% |
$4.64K - $5.14K
|
9.44K
$225K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
168+ 25.81% |
$4.64K - $5.14K
|
819
$19.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
137+ 0.79% |
$3.79K - $4.19K
|
17.4K
$416K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
119+ 1.27% |
$3.29K - $3.64K
|
9.52K
$227K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
109New |
$3.01K - $3.34K
|
109
$2.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
84New |
$2.32K - $2.57K
|
84
$2.01K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
79New |
$2.18K - $2.42K
|
79
$1.89K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
59New |
$1.63K - $1.81K
|
59
$1.41K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
46+ 0.37% |
$1.27K - $1.41K
|
12.4K
$297K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 19.09% |
$1.16K - $1.29K
|
262
$6.26K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
38+ 0.17% |
$1.05K - $1.16K
|
22.1K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34+ 0.04% |
$940 - $1.04K
|
93.1K
$2.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
30New |
$829 - $918
|
30
$717
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
29New |
$802 - $888
|
29
$693
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
28+ 0.36% |
$774 - $857
|
7.85K
$188K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 0.13% |
$691 - $765
|
19.9K
$475K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
22+ 0.58% |
$608 - $673
|
3.84K
$91.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.38% |
$276 - $306
|
2.64K
$63.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.22% |
$193 - $214
|
3.2K
$76.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
6New |
$166 - $184
|
6
$143
|