Purchases and Sales Made in Q4 2023 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q4 2023. 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 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.3M+ 874.8% |
$45.5M - $56.4M
|
2.56M
$61.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.3M+ 1484.15% |
$25.7M - $31.8M
|
1.38M
$33.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.11MNew |
$21.9M - $27.2M
|
1.11M
$26.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
773KNew |
$15.3M - $19M
|
773K
$18.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
717K+ 43.14% |
$14.2M - $17.6M
|
2.38M
$56.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
709K+ 19.83% |
$14M - $17.4M
|
4.28M
$102M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
664KNew |
$13.2M - $16.3M
|
664K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
585K+ 12.9% |
$11.6M - $14.4M
|
5.12M
$122M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
323KNew |
$6.41M - $7.94M
|
323K
$7.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
254K+ 148.55% |
$5.02M - $6.23M
|
424K
$10.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
226K+ 86.38% |
$4.48M - $5.56M
|
488K
$11.7M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
226K+ 86.38% |
$4.48M - $5.56M
|
488K
$11.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
153K+ 16.23% |
$3.03M - $3.76M
|
1.1M
$26.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
132K+ 703.83% |
$2.61M - $3.24M
|
151K
$3.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
131K+ 8.97% |
$2.6M - $3.23M
|
1.6M
$38.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
119KNew |
$2.35M - $2.92M
|
119K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
96.9K+ 51.14% |
$1.92M - $2.38M
|
286K
$6.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
91.9K+ 111.43% |
$1.82M - $2.26M
|
174K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
91.3K+ 349.28% |
$1.81M - $2.24M
|
117K
$2.81M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
90K+ 35.71% |
$1.78M - $2.21M
|
342K
$8.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
87KNew |
$1.72M - $2.14M
|
87K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
84.6K+ 281.71% |
$1.68M - $2.08M
|
115K
$2.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
81K+ 20.82% |
$1.6M - $1.99M
|
470K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.1KNew |
$1.37M - $1.7M
|
69.1K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
63.8K+ 59.37% |
$1.26M - $1.57M
|
171K
$4.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
59.8KNew |
$1.18M - $1.47M
|
59.8K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
58.8KNew |
$1.16M - $1.44M
|
58.8K
$1.4M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
57.8KNew |
$1.15M - $1.42M
|
57.8K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
55.4KNew |
$1.1M - $1.36M
|
55.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
47.6KNew |
$943K - $1.17M
|
47.6K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
43.2KNew |
$855K - $1.06M
|
43.2K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42.1KNew |
$834K - $1.03M
|
42.1K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
41.1K+ 24.42% |
$815K - $1.01M
|
210K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.3KNew |
$779K - $966K
|
39.3K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
32.3KNew |
$639K - $793K
|
32.3K
$771K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
27.7KNew |
$548K - $679K
|
27.7K
$661K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.1K+ 113.09% |
$537K - $666K
|
51.1K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
25.8KNew |
$511K - $634K
|
25.8K
$616K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
22.2K+ 3.46% |
$440K - $545K
|
664K
$15.9M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
21.3KNew |
$421K - $522K
|
21.3K
$508K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
20.7KNew |
$411K - $510K
|
20.7K
$496K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
20.4KNew |
$403K - $500K
|
20.4K
$486K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.3KNew |
$401K - $498K
|
20.3K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20K+ 621.22% |
$396K - $491K
|
23.2K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
19.2K+ 0.83% |
$381K - $473K
|
2.33M
$55.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
19.1K+ 11.1% |
$379K - $470K
|
191K
$4.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17.8K+ 18.36% |
$353K - $438K
|
115K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
17.6K+ 3.74% |
$348K - $432K
|
487K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17.3KNew |
$343K - $425K
|
17.3K
$414K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17.3K+ 9.03% |
$342K - $424K
|
208K
$4.98M
|