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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.13K- 9.81% |
$52.6K - $60.8K
|
10.4K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.17K- 92.77% |
$54.4K - $63K
|
91
$5.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.26K- 72.76% |
$58.6K - $67.9K
|
471
$27.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.32K- 22.29% |
$61.7K - $71.4K
|
4.62K
$269K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.49K- 1.11% |
$69.3K - $80.3K
|
132K
$7.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.58K- 2.23% |
$73.6K - $85.2K
|
69.1K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.63KClosed |
$75.9K - $87.9K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.79K- 19.25% |
$83.5K - $96.6K
|
7.52K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.92K- 5.12% |
$89.6K - $104K
|
35.7K
$2.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.11K- 11.0% |
$98.1K - $114K
|
17K
$992K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 5.79% |
$106K - $123K
|
37.1K
$2.16M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 10.25% |
$107K - $124K
|
20.1K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.31K- 13.79% |
$108K - $125K
|
14.4K
$841K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.32K- 34.56% |
$108K - $125K
|
4.39K
$256K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.43K- 93.39% |
$113K - $131K
|
172
$10K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.49K- 9.45% |
$116K - $134K
|
23.8K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.52K- 3.29% |
$117K - $136K
|
74.1K
$4.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.66K- 37.24% |
$124K - $143K
|
4.48K
$261K
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2.9K- 12.45% |
$135K - $156K
|
20.4K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-2.97K- 6.54% |
$138K - $160K
|
42.4K
$2.47M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.2K- 2.93% |
$149K - $173K
|
106K
$6.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.55K- 3.26% |
$165K - $191K
|
105K
$6.12M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.98K- 5.86% |
$185K - $215K
|
63.9K
$3.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.23K- 17.03% |
$197K - $228K
|
20.6K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-4.6K- 1.9% |
$214K - $248K
|
237K
$13.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-4.68K- 57.89% |
$218K - $252K
|
3.4K
$198K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.18KClosed |
$241K - $279K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.84K- 1.07% |
$272K - $315K
|
542K
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.1K- 58.46% |
$284K - $329K
|
4.34K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.86K- 6.02% |
$320K - $370K
|
107K
$6.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.87K- 57.66% |
$320K - $370K
|
5.04K
$294K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-7.03K- 18.65% |
$327K - $379K
|
30.6K
$1.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.82K- 2.67% |
$365K - $422K
|
285K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.4K- 10.06% |
$392K - $453K
|
75.1K
$4.37M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.41K- 47.37% |
$392K - $453K
|
9.34K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.41K- 47.37% |
$392K - $453K
|
9.34K
$544K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.09K- 8.91% |
$423K - $490K
|
92.9K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.27K- 6.07% |
$432K - $500K
|
144K
$8.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.3K- 6.66% |
$478K - $554K
|
144K
$8.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-10.8K- 10.3% |
$504K - $584K
|
94.2K
$5.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.5K- 76.02% |
$677K - $783K
|
4.58K
$267K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17.7KClosed |
$826K - $957K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-32.6K- 3.71% |
$1.52M - $1.76M
|
846K
$49.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-40.7K- 19.8% |
$1.9M - $2.19M
|
165K
$9.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-45.7K- 1.88% |
$2.13M - $2.47M
|
2.39M
$139M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.6K- 7.11% |
$2.17M - $2.52M
|
610K
$35.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.4K- 58.8% |
$2.53M - $2.93M
|
38.1K
$2.22M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-55.2K- 62.35% |
$2.57M - $2.98M
|
33.3K
$1.94M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.2K- 40.02% |
$2.62M - $3.03M
|
84.2K
$4.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-59.6K- 91.52% |
$2.78M - $3.22M
|
5.53K
$322K
|