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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$8.36K - $9.65K
|
400
$9.73K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
399New |
$8.34K - $9.62K
|
399
$9.7K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
363+ 12.71% |
$7.58K - $8.76K
|
3.22K
$78.3K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
304+ 2.92% |
$6.35K - $7.33K
|
10.7K
$260K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
259+ 51.8% |
$5.41K - $6.25K
|
759
$18.5K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
220+ 12.36% |
$4.6K - $5.31K
|
2K
$48.6K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
215+ 0.96% |
$4.49K - $5.19K
|
22.6K
$550K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
178+ 1.86% |
$3.72K - $4.29K
|
9.74K
$237K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
161New |
$3.36K - $3.88K
|
161
$3.92K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
157New |
$3.28K - $3.79K
|
157
$3.82K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 1.29% |
$3.11K - $3.59K
|
11.7K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
145+ 0.31% |
$3.03K - $3.5K
|
46.3K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
117+ 69.64% |
$2.44K - $2.82K
|
285
$6.93K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 1.23% |
$1.04K - $1.21K
|
4.13K
$100K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
36+ 32.73% |
$752 - $868
|
146
$3.55K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 6.78% |
$83.6 - $96.5
|
63
$1.53K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3+ 0.09% |
$62.7 - $72.4
|
3.48K
$84.6K
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$20.9 - $24.1
|
1
$24.3
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-10- 0.04% |
$209 - $241
|
26.6K
$646K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-27- 0.78% |
$564 - $651
|
3.45K
$83.8K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-48- 0.98% |
$1K - $1.16K
|
4.86K
$118K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-50- 0.68% |
$1.04K - $1.21K
|
7.29K
$177K
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-52- 0.13% |
$1.09K - $1.25K
|
39K
$950K
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-65- 0.54% |
$1.36K - $1.57K
|
12K
$291K
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-102- 0.72% |
$2.13K - $2.46K
|
14.1K
$343K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-114- 0.91% |
$2.38K - $2.75K
|
12.4K
$302K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-125- 15.47% |
$2.61K - $3.02K
|
683
$16.6K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-130- 14.48% |
$2.72K - $3.14K
|
768
$18.7K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-130- 14.48% |
$2.72K - $3.14K
|
768
$18.7K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-135- 1.82% |
$2.82K - $3.26K
|
7.29K
$177K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-206- 6.95% |
$4.3K - $4.97K
|
2.76K
$67.1K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-208- 0.55% |
$4.35K - $5.02K
|
38K
$923K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-227- 1.13% |
$4.74K - $5.48K
|
19.8K
$481K
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-270- 1.07% |
$5.64K - $6.51K
|
24.9K
$605K
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-275- 2.47% |
$5.74K - $6.63K
|
10.9K
$265K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-292- 1.5% |
$6.1K - $7.04K
|
19.2K
$466K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-403- 5.03% |
$8.42K - $9.72K
|
7.6K
$185K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-605- 2.38% |
$12.6K - $14.6K
|
24.8K
$603K
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-715- 0.92% |
$14.9K - $17.2K
|
77.2K
$1.88M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-726- 3.67% |
$15.2K - $17.5K
|
19K
$463K
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-745- 0.82% |
$15.6K - $18K
|
90.6K
$2.2M
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-774- 0.4% |
$16.2K - $18.7K
|
191K
$4.63M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-841- 0.44% |
$17.6K - $20.3K
|
191K
$4.64M
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-848- 3.57% |
$17.7K - $20.5K
|
22.9K
$557K
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-891- 4.29% |
$18.6K - $21.5K
|
19.9K
$483K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-942- 8.4% |
$19.7K - $22.7K
|
10.3K
$250K
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-950- 4.76% |
$19.8K - $22.9K
|
19K
$462K
|