Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.4K+ 5.53% |
$259K - $278K
|
103K
$6.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.25KNew |
$252K - $270K
|
5.25K
$308K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.22KNew |
$251K - $269K
|
5.22K
$307K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.7K+ 11.61% |
$226K - $241K
|
45.2K
$2.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.51KNew |
$217K - $232K
|
4.51K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.45K+ 4.44% |
$214K - $229K
|
105K
$6.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.15KNew |
$199K - $213K
|
4.15K
$244K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.09K+ 4.66% |
$196K - $210K
|
92K
$5.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4K+ 20.73% |
$192K - $206K
|
23.3K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4KNew |
$192K - $206K
|
4K
$235K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.62K+ 28.53% |
$174K - $186K
|
16.3K
$959K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.5K+ 1.6% |
$168K - $180K
|
222K
$13.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.39K+ 5.03% |
$163K - $174K
|
70.7K
$4.15M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.35K+ 3.37% |
$161K - $172K
|
103K
$6.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.31K+ 46.51% |
$159K - $170K
|
10.4K
$613K
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.16K+ 1.84% |
$152K - $162K
|
175K
$10.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.99K+ 5.26% |
$144K - $154K
|
59.9K
$3.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.92K+ 8.26% |
$140K - $150K
|
38.2K
$2.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.71K+ 5.58% |
$130K - $139K
|
51.2K
$3.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.58K+ 10.89% |
$124K - $133K
|
26.3K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.5KNew |
$120K - $129K
|
2.5K
$147K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.49K+ 3.32% |
$120K - $128K
|
77.5K
$4.56M
|
|
|
Jul 05, 2023
Q2 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
2.48K+ 1.28% |
$119K - $127K
|
196K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.32K+ 52.06% |
$111K - $119K
|
6.77K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.88K+ 12.62% |
$90.2K - $96.5K
|
16.8K
$985K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.87K+ 1.3% |
$89.8K - $96.1K
|
146K
$8.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.73KNew |
$83K - $88.9K
|
1.73K
$102K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$64.8K - $69.4K
|
1.35K
$79.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.2K+ 16.55% |
$57.8K - $61.8K
|
8.47K
$498K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.17K+ 1283.52% |
$56.1K - $60K
|
1.26K
$74K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 6.88% |
$55.1K - $59K
|
17.8K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.03K+ 8.6% |
$49.4K - $52.9K
|
13K
$764K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
937+ 1643.86% |
$45K - $48.2K
|
994
$58.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
931+ 1.16% |
$44.7K - $47.9K
|
81.2K
$4.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
865+ 2.76% |
$41.5K - $44.5K
|
32.2K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
800+ 1.59% |
$38.4K - $41.1K
|
51.1K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
795+ 9.63% |
$38.2K - $40.9K
|
9.05K
$532K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
790+ 61.72% |
$37.9K - $40.6K
|
2.07K
$122K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
779+ 15.24% |
$37.4K - $40K
|
5.89K
$346K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
750+ 12.05% |
$36K - $38.6K
|
6.98K
$410K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
734+ 4.0% |
$35.3K - $37.7K
|
19.1K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
708+ 17.19% |
$34K - $36.4K
|
4.83K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
683New |
$32.8K - $35.1K
|
683
$40.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
669+ 0.99% |
$32.1K - $34.4K
|
68.2K
$4.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
651+ 6.0% |
$31.3K - $33.5K
|
11.5K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
650+ 81.56% |
$31.2K - $33.4K
|
1.45K
$85K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
630+ 2863.64% |
$30.3K - $32.4K
|
652
$38.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
630New |
$30.3K - $32.4K
|
630
$37K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
622+ 0.8% |
$29.9K - $32K
|
78.9K
$4.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
550+ 188.36% |
$26.4K - $28.3K
|
842
$49.5K
|