Purchases and Sales Made in Q4 2022 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.94M+ 34.67% |
$39.6M - $45.9M
|
7.55M
$192M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17M+ 702.08% |
$23.9M - $27.7M
|
1.34M
$34M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
866K+ 50.9% |
$17.7M - $20.5M
|
2.57M
$65.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
861K+ 529.02% |
$17.6M - $20.3M
|
1.02M
$26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
538K+ 4888.47% |
$11M - $12.7M
|
549K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
419KNew |
$8.55M - $9.91M
|
419K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
331K+ 260.7% |
$6.75M - $7.82M
|
458K
$11.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
298K+ 27.43% |
$6.07M - $7.04M
|
1.38M
$35.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
265K+ 232.56% |
$5.4M - $6.25M
|
378K
$9.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
220K+ 78.29% |
$4.49M - $5.2M
|
501K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
208KNew |
$4.24M - $4.92M
|
208K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
208K+ 4.18% |
$4.24M - $4.91M
|
5.18M
$132M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
201K+ 192.64% |
$4.1M - $4.75M
|
305K
$7.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
187KNew |
$3.81M - $4.41M
|
187K
$4.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
184K+ 238.02% |
$3.75M - $4.34M
|
261K
$6.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
183KNew |
$3.72M - $4.31M
|
183K
$4.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
176K+ 98.67% |
$3.59M - $4.16M
|
354K
$9.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163K+ 265.25% |
$3.32M - $3.85M
|
224K
$5.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
161KNew |
$3.29M - $3.81M
|
161K
$4.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
156KNew |
$3.19M - $3.7M
|
156K
$3.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
146KNew |
$2.98M - $3.45M
|
146K
$3.71M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
144K+ 15.73% |
$2.94M - $3.41M
|
1.06M
$27M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
136K+ 3.52% |
$2.77M - $3.22M
|
4M
$102M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
135K+ 133.7% |
$2.76M - $3.19M
|
236K
$6.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
134KNew |
$2.74M - $3.18M
|
134K
$3.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
134K+ 5.18% |
$2.73M - $3.16M
|
2.72M
$69.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
116KNew |
$2.37M - $2.75M
|
116K
$2.96M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
116KNew |
$2.36M - $2.73M
|
116K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
112K+ 7.15% |
$2.29M - $2.66M
|
1.68M
$42.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 19.78% |
$2.21M - $2.56M
|
656K
$16.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
104KNew |
$2.11M - $2.45M
|
104K
$2.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
101K+ 30.74% |
$2.06M - $2.39M
|
430K
$10.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
85.9KNew |
$1.75M - $2.03M
|
85.9K
$2.19M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
78.4K+ 8837.32% |
$1.6M - $1.85M
|
79.3K
$2.02M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
77.1KNew |
$1.57M - $1.82M
|
77.1K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
73.3K+ 108.55% |
$1.49M - $1.73M
|
141K
$3.58M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
63.9KNew |
$1.3M - $1.51M
|
63.9K
$1.62M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
63K+ 117.83% |
$1.28M - $1.49M
|
116K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
55.4K+ 110.3% |
$1.13M - $1.31M
|
106K
$2.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
54.8K+ 10.11% |
$1.12M - $1.29M
|
597K
$15.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
53.9KNew |
$1.1M - $1.27M
|
53.9K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
48.5K+ 65.17% |
$989K - $1.15M
|
123K
$3.13M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48.3KNew |
$984K - $1.14M
|
48.3K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
48.2K+ 32.41% |
$983K - $1.14M
|
197K
$5.01M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
46.1K+ 18.3% |
$939K - $1.09M
|
298K
$7.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
45.1KNew |
$919K - $1.06M
|
45.1K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43KNew |
$876K - $1.02M
|
43K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
42.4K+ 4.24% |
$864K - $1M
|
1.04M
$26.5M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
35.9KNew |
$731K - $848K
|
35.9K
$912K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
34.9K+ 131.29% |
$711K - $824K
|
61.5K
$1.56M
|