Purchases and Sales Made in Q3 2023 in Ishares Core U.S. Reit ETF (USRT)
This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
545K+ 252.45% |
$25.4M - $29.4M
|
760K
$44.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
392K+ 27.82% |
$18.3M - $21.1M
|
1.8M
$105M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
350KNew |
$16.3M - $18.9M
|
350K
$20.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
334K+ 73.22% |
$15.6M - $18M
|
790K
$46M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
324KNew |
$15.1M - $17.5M
|
324K
$18.8M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101K+ 25.69% |
$4.69M - $5.43M
|
493K
$28.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
99.7KNew |
$4.65M - $5.38M
|
99.7K
$5.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
92.7K+ 55.12% |
$4.32M - $5M
|
261K
$15.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
69.7K+ 16.66% |
$3.25M - $3.76M
|
488K
$28.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
69.1K+ 29.34% |
$3.22M - $3.73M
|
305K
$17.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
67.6K+ 38.06% |
$3.15M - $3.65M
|
245K
$14.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
64.4K+ 371.0% |
$3M - $3.47M
|
81.7K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
60.1K+ 39.0% |
$2.8M - $3.24M
|
214K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
44.6KNew |
$2.08M - $2.41M
|
44.6K
$2.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
42.1K+ 9.13% |
$1.96M - $2.27M
|
503K
$29.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.6K+ 5.98% |
$1.8M - $2.08M
|
685K
$39.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
34.2K+ 20.92% |
$1.59M - $1.84M
|
197K
$11.5M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
32.6K+ 28.58% |
$1.52M - $1.76M
|
147K
$8.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.4K+ 38.65% |
$1.46M - $1.69M
|
113K
$6.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31K+ 58.32% |
$1.44M - $1.67M
|
84.2K
$4.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
30.9K+ 8.39% |
$1.44M - $1.67M
|
399K
$23.2M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
25.8K+ 7.99% |
$1.2M - $1.39M
|
349K
$20.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.5K+ 37.42% |
$1.19M - $1.37M
|
93.6K
$5.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
23.1K+ 11.68% |
$1.08M - $1.25M
|
221K
$12.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
22.6K+ 34.82% |
$1.05M - $1.22M
|
87.3K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.8K+ 3.55% |
$1.02M - $1.18M
|
638K
$37.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21.7KNew |
$1.01M - $1.17M
|
21.7K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21.5K+ 11.22% |
$1M - $1.16M
|
213K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
21.4K+ 43.25% |
$998K - $1.16M
|
71K
$4.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
21.2K+ 13.65% |
$988K - $1.14M
|
177K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
20.5K+ 14.09% |
$957K - $1.11M
|
166K
$9.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.2K+ 18.26% |
$894K - $1.04M
|
124K
$7.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
16.9K+ 23.65% |
$788K - $912K
|
88.4K
$5.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
15K+ 91.88% |
$699K - $809K
|
31.3K
$1.82M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.8KNew |
$644K - $746K
|
13.8K
$805K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13.5K+ 3.59% |
$629K - $728K
|
390K
$22.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
12.4K+ 7.12% |
$580K - $671K
|
187K
$10.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
12.2K+ 4.81% |
$567K - $656K
|
265K
$15.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10.8K+ 6.49% |
$503K - $583K
|
177K
$10.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.6K+ 9.35% |
$401K - $464K
|
101K
$5.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
8.45K+ 13.82% |
$394K - $456K
|
69.6K
$4.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
8.18KNew |
$381K - $441K
|
8.18K
$476K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.84KNew |
$365K - $423K
|
7.84K
$456K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.79K+ 7.56% |
$363K - $420K
|
111K
$6.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7.54K+ 9.72% |
$351K - $407K
|
85.1K
$4.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7KNew |
$326K - $378K
|
7K
$408K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.34K+ 35.79% |
$295K - $342K
|
24K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.28KNew |
$292K - $338K
|
6.28K
$365K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.9KNew |
$275K - $318K
|
5.9K
$343K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.26KNew |
$245K - $283K
|
5.26K
$306K
|