Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
69.7M+ 79315.74% |
$3.18B - $3.67B
|
69.8M
$4.04B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
896KNew |
$40.9M - $47.2M
|
896K
$51.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
632K+ 953.51% |
$28.8M - $33.3M
|
698K
$40.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
606K+ 177.22% |
$27.6M - $31.9M
|
948K
$54.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
361K+ 53.48% |
$16.5M - $19M
|
1.04M
$60M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
351K+ 1269.74% |
$16M - $18.5M
|
379K
$21.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
BUY
|
- |
351KNew |
$16M - $18.5M
|
351K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
222K+ 3026.37% |
$10.1M - $11.7M
|
230K
$13.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
197K+ 21.24% |
$8.97M - $10.4M
|
1.12M
$64.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
152K+ 6.46% |
$6.94M - $8.01M
|
2.51M
$145M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
126K+ 95.86% |
$5.75M - $6.64M
|
258K
$14.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
102K+ 62.97% |
$4.67M - $5.39M
|
265K
$15.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
80.6KNew |
$3.68M - $4.25M
|
80.6K
$4.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
78.5K+ 966.99% |
$3.58M - $4.14M
|
86.7K
$5.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
78.2K+ 46.78% |
$3.57M - $4.12M
|
245K
$14.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
73.9K+ 105628.57% |
$3.37M - $3.9M
|
74K
$4.28M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71.7K+ 4533.75% |
$3.27M - $3.78M
|
73.3K
$4.24M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
71.7K+ 27.47% |
$3.27M - $3.78M
|
333K
$19.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.2K+ 24.03% |
$2.88M - $3.33M
|
326K
$18.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
57KNew |
$2.6M - $3M
|
57K
$3.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
43.8KNew |
$2M - $2.31M
|
43.8K
$2.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
38.3K+ 25.63% |
$1.75M - $2.02M
|
188K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37.5K+ 7.14% |
$1.71M - $1.98M
|
563K
$32.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.5K+ 658.92% |
$1.71M - $1.97M
|
43.2K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.2K+ 1149.43% |
$1.7M - $1.96M
|
40.4K
$2.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
36.8K+ 206.66% |
$1.68M - $1.94M
|
54.6K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
32.4K+ 245.45% |
$1.48M - $1.71M
|
45.6K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
31.9KNew |
$1.46M - $1.68M
|
31.9K
$1.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
29.3KNew |
$1.34M - $1.54M
|
29.3K
$1.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
29K+ 18.34% |
$1.32M - $1.53M
|
187K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.9KNew |
$1.05M - $1.21M
|
22.9K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
22K+ 15.79% |
$1M - $1.16M
|
161K
$9.33M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
21KNew |
$957K - $1.1M
|
21K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.9K+ 183.49% |
$908K - $1.05M
|
30.8K
$1.78M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
19.1K+ 16.74% |
$873K - $1.01M
|
133K
$7.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
18.4K+ 8.09% |
$838K - $967K
|
245K
$14.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.7KNew |
$806K - $931K
|
17.7K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
17.4KNew |
$794K - $917K
|
17.4K
$1.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
16.4KNew |
$747K - $862K
|
16.4K
$947K
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
16.3KNew |
$744K - $859K
|
16.3K
$943K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
15.9K+ 25.81% |
$725K - $837K
|
77.5K
$4.48M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.7KNew |
$715K - $826K
|
15.7K
$907K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.2K+ 56.41% |
$691K - $798K
|
42K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15K+ 89.95% |
$683K - $789K
|
31.6K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.1K+ 2.46% |
$645K - $745K
|
589K
$34.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 2.17% |
$631K - $729K
|
652K
$37.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.6K+ 17.23% |
$619K - $715K
|
92.3K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.2K+ 22.4% |
$600K - $693K
|
71.9K
$4.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
12.9K+ 10775.0% |
$590K - $681K
|
13.1K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.4K+ 10.51% |
$564K - $652K
|
130K
$7.52M
|