Purchases and Sales Made in Q3 2023 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9.72K+ 5.69% |
$203K - $234K
|
181K
$4.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.55KNew |
$200K - $230K
|
9.55K
$234K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
9.2K+ 432.74% |
$192K - $222K
|
11.3K
$278K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.11K+ 17.92% |
$190K - $220K
|
59.9K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
9.03K+ 1.96% |
$189K - $218K
|
469K
$11.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.02K+ 83.29% |
$188K - $218K
|
19.8K
$487K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
8.5K+ 1.76% |
$178K - $205K
|
491K
$12.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
8.11K+ 18.78% |
$169K - $196K
|
51.3K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
7.38K+ 3.33% |
$154K - $178K
|
229K
$5.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.04K+ 7.81% |
$147K - $170K
|
97.2K
$2.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.8K+ 39.59% |
$142K - $164K
|
24K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.49K+ 57.97% |
$136K - $157K
|
17.7K
$434K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
6.19K+ 3.32% |
$129K - $149K
|
193K
$4.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.98K+ 6.27% |
$125K - $144K
|
101K
$2.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
5.84K+ 11.1% |
$122K - $141K
|
58.5K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.15K+ 8.06% |
$107K - $124K
|
69K
$1.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5.11KNew |
$107K - $123K
|
5.11K
$125K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.65K+ 1.81% |
$97.2K - $112K
|
262K
$6.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.65K+ 1.81% |
$97.2K - $112K
|
262K
$6.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.4K+ 2.99% |
$91.9K - $106K
|
152K
$3.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.11K+ 0.15% |
$85.9K - $99.2K
|
2.73M
$67.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.94K+ 6.52% |
$82.3K - $95.1K
|
64.4K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.47K+ 37.9% |
$72.4K - $83.6K
|
12.6K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.33K+ 11.83% |
$69.5K - $80.2K
|
31.4K
$771K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.08K+ 12.45% |
$64.3K - $74.2K
|
27.8K
$682K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.06K+ 8.02% |
$63.8K - $73.7K
|
41.1K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 19.08% |
$62.7K - $72.4K
|
18.7K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.74K+ 16.54% |
$57.2K - $66.1K
|
19.3K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.48K+ 5.65% |
$51.9K - $59.9K
|
46.5K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
2.07K+ 32.28% |
$43.2K - $49.9K
|
8.47K
$208K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.86K+ 1339.57% |
$38.9K - $44.9K
|
2K
$49.1K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.71K+ 10.5% |
$35.8K - $41.3K
|
18K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.4K+ 8.13% |
$29.3K - $33.8K
|
18.7K
$458K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.25KNew |
$26K - $30.1K
|
1.25K
$30.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.22K+ 5.65% |
$25.5K - $29.5K
|
22.9K
$562K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 0.94% |
$22.4K - $25.9K
|
116K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 5.67% |
$21.4K - $24.7K
|
19.1K
$469K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
870+ 2.41% |
$18.2K - $21K
|
37K
$908K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
841+ 5.72% |
$17.6K - $20.3K
|
15.6K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
835New |
$17.4K - $20.1K
|
835
$20.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
800+ 4.34% |
$16.7K - $19.3K
|
19.3K
$472K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
787New |
$16.4K - $19K
|
787
$19.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
738+ 3.22% |
$15.4K - $17.8K
|
23.6K
$580K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
712+ 2.71% |
$14.9K - $17.2K
|
27K
$663K
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
654+ 3.84% |
$13.7K - $15.8K
|
17.7K
$434K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
640New |
$13.4K - $15.4K
|
640
$15.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
617+ 6.3% |
$12.9K - $14.9K
|
10.4K
$255K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
546+ 5.29% |
$11.4K - $13.2K
|
10.9K
$267K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
477+ 5.04% |
$9.96K - $11.5K
|
9.95K
$244K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
469+ 1.21% |
$9.8K - $11.3K
|
39.3K
$963K
|