Purchases and Sales Made in Q4 2023 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 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 14, 2024 Q4 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
120
New
$5.29K - $6.62K
120 $7.05K
Jan 18, 2024 Q4 2023
Ritholtz Wealth Management

BUY
 -
78
+ 0.72%
$3.44K - $4.31K
10.9K $639K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
76
New
$3.35K - $4.2K
76 $4.47K
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
75
+ 4.77%
$3.31K - $4.14K
1.65K $96.8K
Jan 29, 2024 Q4 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
74
+ 1.13%
$3.26K - $4.08K
6.59K $387K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
55
New
$2.42K - $3.04K
55 $3.23K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
53
+ 19.7%
$2.34K - $2.93K
322 $18.9K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
44
New
$1.94K - $2.43K
44 $2.59K
Feb 07, 2024 Q4 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
27
+ 0.56%
$1.19K - $1.49K
4.85K $285K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
26
+ 1.3%
$1.15K - $1.44K
2.02K $119K
Jan 30, 2024 Q4 2023
Investors Research Corp

BUY
 -
14
+ 4.55%
$617 - $773
322 $18.9K
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
12
+ 0.07%
$529 - $662
18K $1.06M
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
11
+ 2.27%
$485 - $607
495 $29.1K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
11
+ 1.72%
$485 - $607
649 $38.1K
Jan 22, 2024 Q4 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
9
+ 2.21%
$397 - $497
416 $24.4K
Feb 01, 2024 Q4 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
7
+ 0.18%
$309 - $386
3.97K $233K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
7
New
$309 - $386
7 $411
Feb 14, 2024 Q4 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
4
+ 0.06%
$176 - $221
7.26K $426K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
4
New
$176 - $221
4 $235
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
2
New
$88.2 - $110
2 $118
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2
+ 2.2%
$88.2 - $110
93 $5.46K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.93%
$44.1 - $55.2
109 $6.4K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1
+ 3.33%
$44.1 - $55.2
31 $1.82K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-2
- 66.67%
$88.2 - $110
1 $58.8
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-4
- 1.17%
$176 - $221
338 $19.9K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

SELL
 -
-10
- 11.76%
$441 - $552
75 $4.41K
Feb 15, 2024 Q4 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
SELL
 -
-15
- 0.31%
$661 - $828
4.83K $284K
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

SELL
 -
-16
- 0.19%
$705 - $883
8.43K $495K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

SELL
 -
-20
- 4.47%
$882 - $1.1K
427 $25.1K
Feb 14, 2024 Q4 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-20
- 4.47%
$882 - $1.1K
427 $25.1K
Feb 14, 2024 Q4 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
SELL
 -
-24
- 0.11%
$1.06K - $1.32K
21.7K $1.28M
Jan 22, 2024 Q4 2023
Cordant, Inc.

Portland, OR
SELL
 -
-45
- 76.27%
$1.98K - $2.48K
14 $823
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-56
- 0.45%
$2.47K - $3.09K
12.4K $729K
Feb 07, 2024 Q4 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-58
- 0.53%
$2.56K - $3.2K
10.9K $640K
Jan 25, 2024 Q4 2023
Brown Financial Advisory

SELL
 -
-92
- 0.35%
$4.06K - $5.08K
26.4K $1.55M
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

SELL
 -
-100
- 1.69%
$4.41K - $5.52K
5.83K $342K
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-109
- 7.02%
$4.81K - $6.02K
1.44K $84.8K
Jan 25, 2024 Q4 2023
Walter & Keenan Wealth Management LLC

SELL
 -
-129
- 0.54%
$5.69K - $7.12K
23.7K $1.39M
Jan 31, 2024 Q4 2023
Onyx Bridge Wealth Group LLC

SELL
 -
-140
- 2.0%
$6.17K - $7.73K
6.85K $403K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-143
- 99.31%
$6.3K - $7.89K
1 $58.8
Jan 23, 2024 Q4 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
SELL
 -
-158
- 3.41%
$6.97K - $8.72K
4.48K $263K
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-161
- 0.58%
$7.1K - $8.89K
27.5K $1.62M
Jan 31, 2024 Q4 2023
Forte Asset Management LLC

SELL
 -
-185
- 2.58%
$8.16K - $10.2K
7K $411K
Feb 05, 2024 Q4 2023
Prosperity Planning, Inc.

SELL
 -
-189
- 0.31%
$8.33K - $10.4K
60.5K $3.56M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-244
- 1.74%
$10.8K - $13.5K
13.8K $809K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-269
- 6.57%
$11.9K - $14.8K
3.83K $225K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-300
- 3.04%
$13.2K - $16.6K
9.58K $563K
Jan 16, 2024 Q4 2023
Hbw Advisory Services LLC

SELL
 -
-323
- 1.86%
$14.2K - $17.8K
17K $999K

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