Purchases and Sales Made in Q2 2024 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 2024. 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 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
552+ 4.51% |
$27.2K - $29.6K
|
12.8K
$751K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
548+ 5.98% |
$27K - $29.4K
|
9.72K
$571K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
530+ 1.89% |
$26.2K - $28.5K
|
28.5K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
530+ 2.28% |
$26.2K - $28.5K
|
23.8K
$1.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
509New |
$25.1K - $27.3K
|
509
$29.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
490New |
$24.2K - $26.3K
|
490
$28.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
474+ 0.63% |
$23.4K - $25.5K
|
75.9K
$4.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
466+ 58.76% |
$23K - $25K
|
1.26K
$74K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
421+ 1.52% |
$20.8K - $22.6K
|
28.2K
$1.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
417+ 3.12% |
$20.6K - $22.4K
|
13.8K
$810K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
361+ 3.24% |
$17.8K - $19.4K
|
11.5K
$677K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
309+ 2.13% |
$15.2K - $16.6K
|
14.8K
$872K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
254New |
$12.5K - $13.6K
|
254
$14.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
242+ 1.36% |
$11.9K - $13K
|
18.1K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
214+ 1.68% |
$10.6K - $11.5K
|
12.9K
$759K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
210+ 2.62% |
$10.4K - $11.3K
|
8.23K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
154New |
$7.6K - $8.27K
|
154
$9.05K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
132+ 0.33% |
$6.51K - $7.09K
|
40.7K
$2.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
125New |
$6.17K - $6.71K
|
125
$7.34K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
117+ 0.72% |
$5.77K - $6.28K
|
16.3K
$957K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 166.67% |
$5.43K - $5.91K
|
176
$10.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
103+ 0.38% |
$5.08K - $5.53K
|
27.3K
$1.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
95+ 2.02% |
$4.69K - $5.1K
|
4.81K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
84+ 0.79% |
$4.15K - $4.51K
|
10.7K
$630K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
65+ 1.22% |
$3.21K - $3.49K
|
5.4K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
50+ 53.19% |
$2.47K - $2.69K
|
144
$8.46K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
50+ 90.91% |
$2.47K - $2.69K
|
105
$6.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
48+ 0.62% |
$2.37K - $2.58K
|
7.83K
$460K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
44New |
$2.17K - $2.36K
|
44
$2.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43+ 21.08% |
$2.12K - $2.31K
|
247
$14.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
25New |
$1.23K - $1.34K
|
25
$1.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24New |
$1.18K - $1.29K
|
24
$1.41K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
15+ 0.22% |
$740 - $806
|
6.69K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14+ 0.33% |
$691 - $752
|
4.32K
$254K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10New |
$494 - $537
|
10
$588
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
BUY
|
- |
8New |
$395 - $430
|
8
$470
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.1% |
$197 - $215
|
3.98K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
4+ 0.06% |
$197 - $215
|
7.02K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4+ 0.02% |
$197 - $215
|
19.5K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.4% |
$98.7 - $107
|
500
$29.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.48% |
$98.7 - $107
|
421
$24.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.17% |
$49.4 - $53.7
|
588
$34.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.31% |
$49.4 - $53.7
|
323
$19K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.11% |
$49.4 - $53.7
|
91
$5.35K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.68% |
$49.4 - $53.7
|
148
$8.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6- 0.12% |
$296 - $322
|
4.86K
$286K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8- 0.18% |
$395 - $430
|
4.47K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14- 0.29% |
$691 - $752
|
4.74K
$278K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-21- 0.42% |
$1.04K - $1.13K
|
4.94K
$290K
|