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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-328- 40.75% |
$14.5K - $18.1K
|
477
$28K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-381- 25.6% |
$16.8K - $21K
|
1.11K
$65K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-389- 76.88% |
$17.2K - $21.5K
|
117
$6.87K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-405- 0.93% |
$17.9K - $22.4K
|
43.3K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-413- 4.52% |
$18.2K - $22.8K
|
8.72K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-459- 2.73% |
$20.2K - $25.3K
|
16.3K
$960K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-533- 8.31% |
$23.5K - $29.4K
|
5.88K
$345K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-548- 11.21% |
$24.2K - $30.2K
|
4.34K
$255K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-577- 1.28% |
$25.4K - $31.9K
|
44.6K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-592- 0.59% |
$26.1K - $32.7K
|
100K
$5.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-592- 10.57% |
$26.1K - $32.7K
|
5.01K
$294K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-598- 0.25% |
$26.4K - $33K
|
237K
$13.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-598- 64.72% |
$26.4K - $33K
|
326
$19.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-630- 96.63% |
$27.8K - $34.8K
|
22
$1.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-635- 12.59% |
$28K - $35.1K
|
4.41K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-705- 12.75% |
$31.1K - $38.9K
|
4.82K
$283K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-733- 25.03% |
$32.3K - $40.5K
|
2.2K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-735- 16.57% |
$32.4K - $40.6K
|
3.7K
$217K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-814- 10.83% |
$35.9K - $44.9K
|
6.7K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-911- 8.26% |
$40.2K - $50.3K
|
10.1K
$595K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-923- 4.8% |
$40.7K - $50.9K
|
18.3K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-923- 99.89% |
$40.7K - $50.9K
|
1
$58.8
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-971- 2.1% |
$42.8K - $53.6K
|
45.2K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.03K- 19.64% |
$45.5K - $57K
|
4.22K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.14K- 3.0% |
$50.4K - $63.1K
|
37K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.3K- 81.46% |
$57.1K - $71.5K
|
295
$17.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-1.35K- 3.18% |
$59.5K - $74.5K
|
41.1K
$2.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.45K- 11.67% |
$63.8K - $79.9K
|
10.9K
$643K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-2.26K- 19.68% |
$99.6K - $125K
|
9.22K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.33K- 24.0% |
$103K - $128K
|
7.37K
$433K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 6.53% |
$107K - $134K
|
34.7K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.67K- 8.07% |
$118K - $147K
|
30.4K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.72K- 19.98% |
$120K - $150K
|
10.9K
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-2.95K- 9.61% |
$130K - $163K
|
27.7K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.96K- 42.27% |
$131K - $163K
|
4.04K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.1K- 2.93% |
$137K - $171K
|
103K
$6.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.17K- 32.71% |
$140K - $175K
|
6.52K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.23K- 74.51% |
$142K - $178K
|
1.11K
$64.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3.3K- 16.18% |
$145K - $182K
|
17.1K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.35K- 7.52% |
$148K - $185K
|
41.3K
$2.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.7K- 5.0% |
$163K - $204K
|
70.4K
$4.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.75K- 11.0% |
$165K - $207K
|
30.4K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.74K- 50.75% |
$209K - $262K
|
4.6K
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.8K- 2.06% |
$211K - $265K
|
228K
$13.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.18K- 2.35% |
$228K - $286K
|
216K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.32K- 16.68% |
$235K - $294K
|
26.6K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.83K- 52.24% |
$257K - $322K
|
5.33K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.83K- 16.34% |
$257K - $322K
|
29.8K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.89K- 60.95% |
$260K - $325K
|
3.78K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-5.99K- 12.0% |
$264K - $331K
|
43.9K
$2.58M
|