Purchases and Sales Made in Q1 2024 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
13K+ 5.43% |
$296K - $317K
|
253K
$6.15M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.1KNew |
$275K - $294K
|
12.1K
$294K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11.5K+ 2.66% |
$261K - $280K
|
444K
$10.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
11.4K+ 328.23% |
$258K - $276K
|
14.8K
$360K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 18.63% |
$250K - $268K
|
70.2K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.7KNew |
$244K - $261K
|
10.7K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$232K - $248K
|
10.2K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.7K+ 5.07% |
$220K - $236K
|
201K
$4.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.62K+ 85.05% |
$218K - $234K
|
20.9K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.4K+ 27.7% |
$213K - $229K
|
43.3K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.33K+ 37.64% |
$212K - $227K
|
34.1K
$830K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.11K+ 1.37% |
$207K - $222K
|
673K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9KNew |
$204K - $219K
|
9K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.96K+ 1.83% |
$203K - $218K
|
497K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.77KNew |
$199K - $213K
|
8.77K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.06KNew |
$183K - $196K
|
8.06K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
6.71K+ 3.35% |
$152K - $163K
|
207K
$5.03M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
6.63K+ 2.26% |
$151K - $161K
|
300K
$7.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.49K+ 9.92% |
$125K - $134K
|
60.9K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.25K+ 3.26% |
$119K - $128K
|
166K
$4.04M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.16K+ 18.61% |
$117K - $125K
|
32.9K
$799K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.09K+ 26.42% |
$116K - $124K
|
24.3K
$592K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
4.67KNew |
$106K - $114K
|
4.67K
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.63K+ 27.09% |
$105K - $113K
|
21.7K
$528K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.94K+ 3.97% |
$89.5K - $95.8K
|
103K
$2.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.93K+ 159.63% |
$89.2K - $95.5K
|
6.39K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
3.02KNew |
$68.6K - $73.4K
|
3.02K
$73.4K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3K+ 11.63% |
$68.2K - $73K
|
28.8K
$700K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.89K+ 16.34% |
$65.7K - $70.3K
|
20.6K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.88K+ 6.97% |
$65.5K - $70.1K
|
44.2K
$1.08M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.8KNew |
$63.7K - $68.2K
|
2.8K
$68.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.59K+ 14.42% |
$58.9K - $63K
|
20.6K
$500K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.38K+ 1.24% |
$54K - $57.8K
|
194K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 22.92% |
$53.7K - $57.5K
|
12.7K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.24K+ 21.67% |
$50.8K - $54.4K
|
12.6K
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.19K+ 5.34% |
$49.6K - $53.1K
|
43.1K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.09K+ 1.9% |
$47.6K - $50.9K
|
112K
$2.73M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.06K+ 12.3% |
$46.8K - $50.1K
|
18.8K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2.02K+ 7.3% |
$45.9K - $49.1K
|
29.7K
$722K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2KNew |
$45.4K - $48.6K
|
2K
$48.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.99K+ 13.67% |
$45.1K - $48.3K
|
16.5K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.69KNew |
$38.5K - $41.2K
|
1.69K
$41.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.67K+ 213.43% |
$37.9K - $40.6K
|
2.45K
$59.6K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.6K+ 5.49% |
$36.3K - $38.8K
|
30.7K
$746K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.38K+ 5.48% |
$31.4K - $33.6K
|
26.6K
$647K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.27K+ 2.21% |
$28.9K - $30.9K
|
58.7K
$1.43M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.14KNew |
$25.9K - $27.7K
|
1.14K
$27.7K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.05K+ 4.46% |
$23.9K - $25.6K
|
24.6K
$599K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
811New |
$18.4K - $19.7K
|
811
$19.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
795+ 8.84% |
$18.1K - $19.3K
|
9.79K
$238K
|