Latest Institutional Transactions on Ishares Global Reit ETF (REET)
This table provides information on the latest institutional transactions involving Ishares Global Reit ETF (REET) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.9K- 48.92% |
$303K - $344K
|
13.5K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
37.2K+ 2.89% |
$871K - $986K
|
1.32M
$30.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 1.68% |
$211 - $239
|
544
$12.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.18K- 12.02% |
$98K - $111K
|
30.6K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
30K+ 8.53% |
$703K - $796K
|
382K
$8.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.41K- 7.14% |
$80K - $90.6K
|
44.4K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
435+ 2.66% |
$10.2K - $11.5K
|
16.8K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-204- 72.08% |
$4.78K - $5.41K
|
79
$1.84K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
12+ 6.52% |
$281 - $318
|
196
$4.56K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-234K- 15.38% |
$5.49M - $6.22M
|
1.29M
$30M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.05% |
$305 - $345
|
27.6K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 1.76% |
$75.5K - $85.5K
|
180K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-21.7K- 17.88% |
$509K - $577K
|
99.8K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
35.1KNew |
$822K - $932K
|
35.1K
$817K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-710- 2.65% |
$16.6K - $18.8K
|
26.1K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.91K+ 1800.0% |
$115K - $130K
|
5.19K
$121K
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
355K+ 56.95% |
$8.32M - $9.42M
|
978K
$22.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11K+ 17.11% |
$258K - $293K
|
75.5K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.1K- 3.55% |
$495K - $561K
|
574K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
89.9KNew |
$2.11M - $2.39M
|
89.9K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-3.32K- 6.32% |
$77.8K - $88.2K
|
49.2K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.6K+ 12.9% |
$319K - $361K
|
119K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
520K+ 13.13% |
$12.2M - $13.8M
|
4.48M
$104M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-35- 2.9% |
$820 - $929
|
1.17K
$27.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
178KNew |
$4.16M - $4.71M
|
178K
$4.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.68K- 73.62% |
$39.4K - $44.6K
|
602
$14K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.62K+ 7.16% |
$38K - $43.1K
|
24.3K
$565K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-422- 0.14% |
$9.89K - $11.2K
|
303K
$7.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.11KNew |
$49.4K - $55.9K
|
2.11K
$49.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50K+ 5.29% |
$1.17M - $1.33M
|
997K
$23.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.13K+ 20.96% |
$144K - $163K
|
35.4K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.24K+ 39.28% |
$123K - $139K
|
18.6K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.48K+ 22.56% |
$81.6K - $92.4K
|
18.9K
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.09K- 6.79% |
$25.6K - $29K
|
15K
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26.8KNew |
$629K - $712K
|
26.8K
$625K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-42.6K- 75.96% |
$998K - $1.13M
|
13.5K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
13.4KNew |
$313K - $355K
|
13.4K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.58K+ 4.0% |
$178K - $201K
|
197K
$4.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
9.84K+ 4.37% |
$231K - $261K
|
235K
$5.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
421+ 1.07% |
$9.86K - $11.2K
|
39.7K
$924K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
60KNew |
$1.41M - $1.59M
|
60K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.57K- 7.98% |
$36.7K - $41.5K
|
18K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
69.9K+ 60.02% |
$1.64M - $1.86M
|
186K
$4.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-341K- 14.87% |
$7.98M - $9.04M
|
1.95M
$45.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19.5K+ 5.23% |
$456K - $516K
|
391K
$9.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
319KNew |
$7.48M - $8.48M
|
319K
$7.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
348+ 4.43% |
$8.15K - $9.24K
|
8.2K
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
50+ 0.43% |
$1.17K - $1.33K
|
11.8K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.05K- 1.31% |
$24.7K - $27.9K
|
79.5K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-33K- 8.8% |
$773K - $876K
|
342K
$7.96M
|