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
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
410+ 4.84% |
$19.1K - $22.1K
|
8.88K
$517K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
407New |
$19K - $22K
|
407
$23.7K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
371+ 274.81% |
$17.3K - $20K
|
506
$29.4K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
348New |
$16.2K - $18.8K
|
348
$20.3K
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
330+ 2.45% |
$15.4K - $17.8K
|
13.8K
$802K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
320+ 1454.55% |
$14.9K - $17.3K
|
342
$19.9K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
290+ 3.86% |
$13.5K - $15.6K
|
7.8K
$454K
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
286+ 0.8% |
$13.3K - $15.4K
|
35.8K
$2.09M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
239New |
$11.1K - $12.9K
|
239
$13.9K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
232+ 33.53% |
$10.8K - $12.5K
|
924
$53.8K
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
207+ 1.54% |
$9.65K - $11.2K
|
13.7K
$795K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
202New |
$9.41K - $10.9K
|
202
$11.8K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$9.32K - $10.8K
|
200
$11.6K
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
183+ 0.66% |
$8.53K - $9.87K
|
27.8K
$1.62M
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
165New |
$7.69K - $8.9K
|
165
$9.6K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
146+ 0.82% |
$6.8K - $7.88K
|
18K
$1.05M
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
144+ 3.21% |
$6.71K - $7.77K
|
4.63K
$270K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
144+ 9.95% |
$6.71K - $7.77K
|
1.59K
$92.6K
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
128+ 1.8% |
$5.96K - $6.9K
|
7.25K
$422K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
93+ 6.29% |
$4.33K - $5.02K
|
1.57K
$91.5K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
78+ 0.73% |
$3.63K - $4.21K
|
10.7K
$625K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
77+ 0.85% |
$3.59K - $4.15K
|
9.13K
$531K
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
75+ 0.23% |
$3.5K - $4.05K
|
33.1K
$1.92M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 11.93% |
$3.17K - $3.67K
|
638
$37.1K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
58New |
$2.7K - $3.13K
|
58
$3.38K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
41+ 0.34% |
$1.91K - $2.21K
|
12.2K
$713K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
33+ 0.34% |
$1.54K - $1.78K
|
9.75K
$568K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29New |
$1.35K - $1.56K
|
29
$1.69K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
29New |
$1.35K - $1.56K
|
29
$1.69K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27New |
$1.26K - $1.46K
|
27
$1.57K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
23+ 3.49% |
$1.07K - $1.24K
|
682
$39.7K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
16+ 5.48% |
$746 - $863
|
308
$17.9K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 1500.0% |
$699 - $809
|
16
$931
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
7New |
$326 - $378
|
7
$407
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 2.67% |
$326 - $378
|
269
$15.7K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$186 - $216
|
4
$233
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
1+ 0.02% |
$46.6 - $53.9
|
4.71K
$274K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$46.6 - $53.9
|
1
$58.2
|
|
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
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.15% |
$46.6 - $53.9
|
86
$5.01K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 0.99% |
$93.2 - $108
|
200
$11.6K
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-2- -0.0% |
$93.2 - $108
|
49.9K
$2.9M
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-8- 0.58% |
$373 - $432
|
1.36K
$79.2K
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-10- 0.21% |
$466 - $539
|
4.85K
$282K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 1.0% |
$699 - $809
|
1.49K
$86.6K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-17- 0.33% |
$792 - $917
|
5.2K
$303K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19- 0.2% |
$885 - $1.02K
|
9.69K
$564K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-22- 0.55% |
$1.03K - $1.19K
|
3.98K
$232K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-30- 0.43% |
$1.4K - $1.62K
|
6.99K
$407K
|