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 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-950- 4.76% |
$19.8K - $22.9K
|
19K
$466K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.01K- 5.2% |
$21.1K - $24.4K
|
18.4K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 32.5% |
$22.2K - $25.7K
|
2.21K
$54.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.16K- 7.53% |
$24.2K - $28K
|
14.2K
$349K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 1.83% |
$33.2K - $38.3K
|
85K
$2.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.62K- 0.85% |
$33.7K - $39K
|
189K
$4.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.9K- 15.63% |
$39.6K - $45.7K
|
10.2K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.92K- 7.04% |
$40.2K - $46.4K
|
25.4K
$623K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.99K- 0.04% |
$41.6K - $48K
|
4.93M
$121M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.04K- 29.33% |
$42.6K - $49.2K
|
4.92K
$121K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.43K- 10.56% |
$50.7K - $58.6K
|
20.6K
$505K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.61K- 5.46% |
$54.5K - $62.9K
|
45.1K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3K- 4.81% |
$62.7K - $72.4K
|
59.4K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.13K- 0.91% |
$65.4K - $75.5K
|
341K
$8.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.86K- 88.04% |
$80.7K - $93.2K
|
525
$12.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.05K- 14.27% |
$84.6K - $97.7K
|
24.3K
$597K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.42K- 9.53% |
$92.3K - $107K
|
41.9K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.54K- 17.42% |
$94.8K - $109K
|
21.5K
$528K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.4KClosed |
$113K - $130K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.81K- 3.83% |
$142K - $164K
|
171K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7.79K- 6.11% |
$163K - $188K
|
120K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.57K- 18.81% |
$179K - $207K
|
37K
$907K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-8.79K- 20.34% |
$184K - $212K
|
34.4K
$844K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.1K- 12.44% |
$190K - $219K
|
64K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-9.67K- 10.49% |
$202K - $233K
|
82.5K
$2.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-10.2K- 6.69% |
$213K - $246K
|
143K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-14K- 95.65% |
$293K - $338K
|
638
$15.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-15K- 27.51% |
$313K - $362K
|
39.5K
$970K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.8K- 4.43% |
$330K - $381K
|
340K
$8.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-16.2K- 16.43% |
$339K - $391K
|
82.5K
$2.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-17.2K- 40.45% |
$359K - $415K
|
25.3K
$621K
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-18.5K- 23.22% |
$386K - $446K
|
61.1K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.5K- 14.97% |
$408K - $471K
|
111K
$2.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22K- 29.37% |
$459K - $530K
|
52.9K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-23.1K- 43.44% |
$482K - $556K
|
30K
$737K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-27.3K- 51.09% |
$571K - $659K
|
26.1K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30.8K- 49.6% |
$643K - $742K
|
31.3K
$767K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.5K- 17.02% |
$722K - $833K
|
168K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-34.8K- 2.64% |
$726K - $838K
|
1.28M
$31.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.1K- 35.12% |
$795K - $918K
|
70.3K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-57.3K- 17.91% |
$1.2M - $1.38M
|
263K
$6.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-60K- 14.29% |
$1.25M - $1.45M
|
360K
$8.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-66.2K- 30.37% |
$1.38M - $1.6M
|
152K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.5K- 6.97% |
$1.39M - $1.6M
|
887K
$21.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-67.9K- 8.81% |
$1.42M - $1.64M
|
703K
$17.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-71.2K- 28.27% |
$1.49M - $1.72M
|
181K
$4.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-91K- 18.96% |
$1.9M - $2.19M
|
389K
$9.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-94.6K- 3.93% |
$1.98M - $2.28M
|
2.31M
$56.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-116K- 17.25% |
$2.43M - $2.8M
|
558K
$13.7M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-116K- 17.25% |
$2.43M - $2.8M
|
558K
$13.7M
|