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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 10.87% |
$23.4K - $26.5K
|
10.2K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-853- 3.27% |
$20K - $22.6K
|
25.2K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1+ 0.0% |
$23.4 - $26.5
|
39.1K
$909K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.79K+ 57930.0% |
$136K - $154K
|
5.8K
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52+ 60.47% |
$1.22K - $1.38K
|
138
$3.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
294K+ 5.49% |
$6.89M - $7.8M
|
5.65M
$131M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 2.45% |
$55K - $62.3K
|
98K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-22.9K- 8.15% |
$538K - $609K
|
258K
$6.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
55.5K+ 7.74% |
$1.3M - $1.47M
|
772K
$18M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5.47K- 9.84% |
$128K - $145K
|
50.2K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
214+ 0.13% |
$5.01K - $5.68K
|
160K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12.7K- 1.31% |
$297K - $336K
|
955K
$22.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.22K+ 0.35% |
$122K - $138K
|
1.52M
$35.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
268New |
$6.28K - $7.11K
|
268
$6.24K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.67K+ 1.31% |
$39.1K - $44.3K
|
129K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
92KNew |
$2.16M - $2.44M
|
92K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
169New |
$3.96K - $4.49K
|
169
$3.93K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.08K- 0.25% |
$142K - $161K
|
2.38M
$55.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
181+ 0.93% |
$4.24K - $4.8K
|
19.6K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.3K+ 2.8% |
$381K - $432K
|
597K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5.95K- 21.95% |
$139K - $158K
|
21.2K
$492K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.38K+ 2.04% |
$55.8K - $63.2K
|
119K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.5KNew |
$316K - $358K
|
13.5K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.5K+ 7.14% |
$410K - $465K
|
263K
$6.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-12.8K- 3.9% |
$301K - $341K
|
317K
$7.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
322+ 1.41% |
$7.54K - $8.55K
|
23.2K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.71K- 0.94% |
$110K - $125K
|
499K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.59KNew |
$60.8K - $68.8K
|
2.59K
$60.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.25K- 0.83% |
$29.2K - $33K
|
149K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2+ 0.01% |
$46.9 - $53.1
|
17.6K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
664New |
$15.6K - $17.6K
|
664
$15.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
200K+ 64.24% |
$4.69M - $5.31M
|
511K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.03K- 17.79% |
$94.5K - $107K
|
18.6K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.34K+ 7.63% |
$31.3K - $35.5K
|
18.9K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 1.84% |
$281 - $318
|
663
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
99.6KNew |
$2.33M - $2.64M
|
99.6K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
551+ 12.13% |
$12.9K - $14.6K
|
5.1K
$119K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
118+ 1.36% |
$2.76K - $3.13K
|
8.8K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-12.9K- 25.08% |
$302K - $342K
|
38.5K
$896K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76K+ 17.17% |
$64.6K - $73.2K
|
18.8K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.34K+ 151.1% |
$54.7K - $62K
|
3.88K
$90.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-224- 50.0% |
$5.25K - $5.94K
|
224
$5.21K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-7.32K- 1.71% |
$171K - $194K
|
420K
$9.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
91+ 0.5% |
$2.13K - $2.42K
|
18.5K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-27.6K- 67.37% |
$646K - $731K
|
13.3K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.28K+ 3.72% |
$29.9K - $33.9K
|
35.6K
$829K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
445+ 3.81% |
$10.4K - $11.8K
|
12.1K
$282K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.76K+ 19.95% |
$40.5K - $47.7K
|
10.6K
$246K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.58K- 1.12% |
$129K - $152K
|
492K
$11.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 0.26% |
$92.3 - $109
|
1.54K
$35.9K
|
|