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 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.36K+ 20.24% |
$59.8K - $74.9K
|
8.05K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$51.8K - $64.9K
|
1.18K
$69.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.1K+ 130.4% |
$48.4K - $60.6K
|
1.94K
$114K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1K+ 4.79% |
$44.1K - $55.2K
|
21.9K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
955+ 6.61% |
$42.1K - $52.7K
|
15.4K
$905K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
937+ 12.1% |
$41.3K - $51.7K
|
8.68K
$510K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
929+ 3.48% |
$41K - $51.3K
|
27.6K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
917+ 6.63% |
$40.4K - $50.6K
|
14.7K
$866K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
866+ 5412.5% |
$38.2K - $47.8K
|
882
$51.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
794+ 116.42% |
$35K - $43.8K
|
1.48K
$86.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
784+ 16.98% |
$34.6K - $43.3K
|
5.4K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
766+ 3.0% |
$33.8K - $42.3K
|
26.3K
$1.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
763+ 12.93% |
$33.6K - $42.1K
|
6.66K
$391K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
735New |
$32.4K - $40.6K
|
735
$43.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
648New |
$28.6K - $35.8K
|
648
$38.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
572New |
$25.2K - $31.6K
|
572
$33.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
521New |
$23K - $28.8K
|
521
$30.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
520+ 10.02% |
$22.9K - $28.7K
|
5.71K
$336K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
506New |
$22.3K - $27.9K
|
506
$29.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
500+ 7.96% |
$22K - $27.6K
|
6.78K
$399K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
482+ 4.49% |
$21.3K - $26.6K
|
11.2K
$659K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
461+ 8.76% |
$20.3K - $25.4K
|
5.73K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
447+ 1.41% |
$19.7K - $24.7K
|
32.1K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
445+ 27.02% |
$19.6K - $24.6K
|
2.09K
$123K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
432+ 8.53% |
$19K - $23.8K
|
5.5K
$323K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
428+ 2.68% |
$18.9K - $23.6K
|
16.4K
$963K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
428+ 2.68% |
$18.9K - $23.6K
|
16.4K
$963K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
388+ 76.98% |
$17.1K - $21.4K
|
892
$52.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
366+ 4.39% |
$16.1K - $20.2K
|
8.71K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
360+ 2.96% |
$15.9K - $19.9K
|
12.5K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
313New |
$13.8K - $17.3K
|
313
$18.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
311+ 2.05% |
$13.7K - $17.2K
|
15.5K
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
310+ 0.87% |
$13.7K - $17.1K
|
36.1K
$2.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 18.71% |
$13.2K - $16.6K
|
1.9K
$112K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
296New |
$13.1K - $16.3K
|
296
$17.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
278+ 2.02% |
$12.3K - $15.3K
|
14.1K
$826K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
272+ 2.93% |
$12K - $15K
|
9.55K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
260+ 5.48% |
$11.5K - $14.4K
|
5.01K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
235+ 810.34% |
$10.4K - $13K
|
264
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
212+ 2.42% |
$9.35K - $11.7K
|
8.99K
$528K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
212+ 15.58% |
$9.35K - $11.7K
|
1.57K
$92.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
204New |
$8.99K - $11.3K
|
204
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
192+ 1.57% |
$8.47K - $10.6K
|
12.4K
$731K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
186+ 1.82% |
$8.2K - $10.3K
|
10.4K
$611K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
183+ 0.91% |
$8.07K - $10.1K
|
20.2K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
161+ 1.55% |
$7.1K - $8.89K
|
10.5K
$619K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
148New |
$6.53K - $8.17K
|
148
$8.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
139+ 661.9% |
$6.13K - $7.67K
|
160
$9.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
132+ 0.97% |
$5.82K - $7.29K
|
13.8K
$810K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
130+ 1857.14% |
$5.73K - $7.18K
|
137
$8.05K
|