Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.1KNew |
$488K - $610K
|
11.1K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$484K - $606K
|
11K
$644K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$468K - $586K
|
10.6K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$423K - $530K
|
9.6K
$564K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
9.48K+ 61.71% |
$418K - $523K
|
24.8K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.32KNew |
$411K - $514K
|
9.32K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.31K+ 1.46% |
$410K - $514K
|
647K
$38M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
8.72K+ 184.94% |
$384K - $481K
|
13.4K
$789K
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
7.84K+ 147.05% |
$346K - $433K
|
13.2K
$774K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.44K+ 162.47% |
$328K - $411K
|
12K
$706K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.18K+ 8.12% |
$316K - $396K
|
95.6K
$5.62M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.97KNew |
$307K - $385K
|
6.97K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.88K+ 33.91% |
$303K - $380K
|
27.2K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.87KNew |
$303K - $379K
|
6.87K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
6.66KNew |
$294K - $368K
|
6.66K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.42KNew |
$239K - $299K
|
5.42K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.36KNew |
$236K - $296K
|
5.36K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.74KNew |
$209K - $261K
|
4.74K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.68KNew |
$206K - $258K
|
4.68K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.44KNew |
$196K - $245K
|
4.44K
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.42KNew |
$195K - $244K
|
4.42K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.34K+ 3.92% |
$191K - $240K
|
115K
$6.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.29KNew |
$189K - $237K
|
4.29K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.24K+ 17.63% |
$187K - $234K
|
28.3K
$1.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.24K+ 4.52% |
$187K - $234K
|
97.8K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.23K+ 42.5% |
$186K - $233K
|
14.2K
$833K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.03KNew |
$178K - $222K
|
4.03K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.93KNew |
$173K - $217K
|
3.93K
$231K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.86KNew |
$170K - $213K
|
3.86K
$227K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
3.8KNew |
$167K - $210K
|
3.8K
$223K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.73KNew |
$165K - $206K
|
3.73K
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.72K+ 4.55% |
$164K - $205K
|
85.5K
$5.02M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.7KNew |
$163K - $204K
|
3.7K
$217K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.47K+ 17.66% |
$153K - $192K
|
23.1K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.24KNew |
$143K - $179K
|
3.24K
$190K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.15K+ 46.68% |
$139K - $174K
|
9.88K
$581K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.09K+ 18.14% |
$136K - $171K
|
20.1K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.6K+ 6.49% |
$115K - $144K
|
42.7K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.44K+ 3.54% |
$108K - $135K
|
71.3K
$4.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.34K+ 11.8% |
$103K - $129K
|
22.1K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.07K+ 15.32% |
$91.4K - $114K
|
15.6K
$917K
|
|
|
Jan 09, 2024
Q4 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
2K+ 1.02% |
$88.2K - $110K
|
198K
$11.6M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.78K+ 1.07% |
$78.3K - $98K
|
168K
$9.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.74K+ 43375.0% |
$76.5K - $95.8K
|
1.74K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.69K+ 2.31% |
$74.5K - $93.3K
|
74.8K
$4.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.66K+ 3.18% |
$73.1K - $91.5K
|
53.8K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.6K+ 30.76% |
$70.6K - $88.4K
|
6.81K
$400K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.49K+ 1.83% |
$65.8K - $82.4K
|
83.2K
$4.89M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
1.47K+ 29.99% |
$64.9K - $81.3K
|
6.38K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.36K+ 15.29% |
$59.9K - $75K
|
10.2K
$602K
|