Purchases and Sales Made in Q4 2021 in Ishares Core U.S. Reit ETF (USRT)

USRT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q4 2021. 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
Feb 11, 2022 Q4 2021
Financial Gravity Asset Management, Inc.

BUY
 -
67
+ 6700.0%
$3.96K - $4.53K
68 $3.96K
Feb 08, 2022 Q4 2021
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
60
New
$3.55K - $4.06K
60 $3.49K
Feb 04, 2022 Q4 2021
Foresight Wealth Management, LLC

BUY
 -
48
+ 0.08%
$2.84K - $3.24K
61.4K $3.57M
Mar 17, 2022 Q4 2021
Integrity Financial Corp

BUY
 -
40
New
$2.37K - $2.7K
40 $2.33K
Jan 19, 2022 Q4 2021
Bogart Wealth, LLC

BUY
 -
35
New
$2.07K - $2.37K
35 $2.04K
Feb 07, 2022 Q4 2021
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
31
+ 0.59%
$1.83K - $2.1K
5.31K $309K
Jan 25, 2022 Q4 2021
First Command Advisory Services, Inc.

BUY
 -
29
New
$1.71K - $1.96K
29 $1.69K
Feb 14, 2022 Q4 2021
Financial Connections Group, Inc.

BUY
 -
28
New
$1.66K - $1.89K
28 $1.63K
Mar 10, 2022 Q4 2021
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
27
New
$1.6K - $1.82K
27 $1.57K
Feb 14, 2022 Q4 2021
Assetmark, Inc

BUY
 -
22
New
$1.3K - $1.49K
22 $1.28K
Jan 27, 2022 Q4 2021
Investors Research Corp

BUY
 -
13
+ 5.33%
$769 - $879
257 $15K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
13
+ 2.5%
$769 - $879
534 $31.1K
Feb 07, 2022 Q4 2021
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
13
+ 0.87%
$769 - $879
1.51K $87.6K
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
7
+ 4.02%
$414 - $473
181 $10.5K
Feb 02, 2022 Q4 2021
Sage Mountain Advisors LLC

BUY
 -
7
New
$414 - $473
7 $407
Feb 11, 2022 Q4 2021
Townsquare Capital LLC

BUY
 -
7
+ 0.09%
$414 - $473
8.01K $466K
Feb 03, 2022 Q4 2021
Larson Financial Group LLC

BUY
 -
4
New
$237 - $270
4 $233
Jan 31, 2022 Q4 2021
Focused Wealth Management, Inc

BUY
 -
3
+ 0.32%
$177 - $203
933 $54.3K
Jan 24, 2022 Q4 2021
Jackson, Grant Investment Advisers, Inc.

BUY
 -
3
+ 0.07%
$177 - $203
4.2K $245K
Jan 26, 2022 Q4 2021
Strategic Asset Management, LLC

BUY
 -
2
+ 1.52%
$118 - $135
134 $7.8K
Jan 19, 2022 Q4 2021
Arkansas Financial Group, Inc.

BUY
 -
1
+ 0.02%
$59.1 - $67.6
4.3K $250K
Feb 14, 2022 Q4 2021
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
0
New
$0 - $0
0 $0
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2022 Q4 2021
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-2
- 33.33%
$118 - $135
4 $233
Jan 11, 2022 Q4 2021
Rvw Wealth, LLC

SELL
 -
-8
- 0.04%
$473 - $541
22.6K $1.32M
Jan 19, 2022 Q4 2021
Iron Horse Wealth Management, LLC

SELL
 -
-10
- 0.5%
$591 - $676
1.99K $116K
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

SELL
 -
-11
- 2.1%
$650 - $743
512 $29.8K
Feb 07, 2022 Q4 2021
Redw Wealth LLC

SELL
 -
-11
- 0.29%
$650 - $743
3.77K $219K
Feb 09, 2022 Q4 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-17
- 0.14%
$1.01K - $1.15K
12.1K $707K
Feb 14, 2022 Q4 2021
Iag Wealth Partners, LLC

SELL
 -
-21
- 0.09%
$1.24K - $1.42K
24.2K $1.41M
Jan 31, 2022 Q4 2021
Acorn Financial Advisory Services Inc

SELL
 -
-28
- 0.46%
$1.66K - $1.89K
6.1K $355K
Jul 11, 2022 Q4 2021
Range Financial Group LLC

SELL
 -
-29
- 0.21%
$1.71K - $1.96K
13.6K $794K
Feb 15, 2022 Q4 2021
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-29
- 0.76%
$1.71K - $1.96K
3.81K $222K
Feb 04, 2022 Q4 2021
Strateg Iq Financial Group, LLC

SELL
 -
-30
- 0.04%
$1.77K - $2.03K
74.8K $4.35M
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-58
- 14.95%
$3.43K - $3.92K
330 $19.2K
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-87
- 5.81%
$5.14K - $5.88K
1.41K $82.1K
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-109
Closed
$6.45K - $7.37K
0 $0
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-117
- 3.12%
$6.92K - $7.91K
3.64K $212K
Jan 24, 2022 Q4 2021
Cordasco Financial Network

SELL
 -
-118
- 0.59%
$6.98K - $7.98K
19.7K $1.15M
Feb 14, 2022 Q4 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-167
Closed
$9.87K - $11.3K
0 $0
Feb 11, 2022 Q4 2021
E Rn Financial, LLC

SELL
 -
-198
- 0.12%
$11.7K - $13.4K
160K $9.31M
Jan 12, 2022 Q4 2021
Kohmann Bosshard Financial Services, LLC

SELL
 -
-207
- 0.37%
$12.2K - $14K
55.5K $3.23M
Feb 14, 2022 Q4 2021
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-232
- 5.93%
$13.7K - $15.7K
3.68K $214K
Jan 31, 2022 Q4 2021
Cwm, LLC

SELL
 -
-253
- 47.2%
$15K - $17.1K
283 $16.5K
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-299
Closed
$17.7K - $20.2K
0 $0
Feb 08, 2022 Q4 2021
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-307
- 2.38%
$18.2K - $20.8K
12.6K $734K
Dec 13, 2023 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-319
- 6.69%
$18.9K - $21.6K
4.45K $259K
Feb 14, 2022 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-319
- 6.69%
$18.9K - $21.6K
4.45K $259K
Feb 14, 2022 Q4 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-368
- 1.31%
$21.8K - $24.9K
27.7K $1.61M

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