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 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.78K- 32.89% |
$299K - $374K
|
13.8K
$812K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-7.32K- 5.53% |
$323K - $404K
|
125K
$7.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.93K- 12.91% |
$394K - $493K
|
60.2K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-9K- 16.54% |
$397K - $497K
|
45.4K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.55K- 11.3% |
$421K - $527K
|
75K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.4K- 50.75% |
$460K - $575K
|
10.1K
$594K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-11.6K- 18.18% |
$512K - $642K
|
52.3K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.8K- 8.21% |
$519K - $650K
|
132K
$7.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-12.6K- 42.33% |
$554K - $694K
|
17.1K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 4.68% |
$588K - $736K
|
272K
$16M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-14.5K- 15.38% |
$639K - $800K
|
79.7K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.6K- 13.88% |
$644K - $806K
|
90.6K
$5.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.4K- 76.92% |
$680K - $851K
|
4.63K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-16K- 4.56% |
$703K - $881K
|
334K
$19.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-18.2K- 65.5% |
$803K - $1.01M
|
9.6K
$564K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-18.4K- 10.45% |
$811K - $1.02M
|
158K
$9.25M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-19.7K- 21.26% |
$870K - $1.09M
|
73.1K
$4.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-25.4K- 11.94% |
$1.12M - $1.4M
|
188K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25.8K- 17.89% |
$1.14M - $1.42M
|
118K
$6.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-28.2K- 14.29% |
$1.24M - $1.56M
|
169K
$9.94M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-29.7K- 71.4% |
$1.31M - $1.64M
|
11.9K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-29.9K- 9.25% |
$1.32M - $1.65M
|
294K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-30.2K- 53.95% |
$1.33M - $1.67M
|
25.8K
$1.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-35K- 50.0% |
$1.54M - $1.93M
|
35K
$2.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-39.1K- 39.25% |
$1.73M - $2.16M
|
60.6K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.2K- 37.51% |
$1.86M - $2.33M
|
70.3K
$4.13M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.5K- 14.2% |
$1.87M - $2.35M
|
257K
$15.1M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-47.6K- 13.65% |
$2.1M - $2.63M
|
301K
$17.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-51.2K- 49.31% |
$2.26M - $2.83M
|
52.7K
$3.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-72.4K- 14.84% |
$3.19M - $4M
|
416K
$24.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-72.5K- 9.54% |
$3.2M - $4M
|
688K
$40.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-87.6K- 17.78% |
$3.86M - $4.84M
|
405K
$23.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-88.3K- 47.18% |
$3.89M - $4.88M
|
98.9K
$5.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-101K- 11.9% |
$4.44M - $5.55M
|
745K
$43.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-106K- 17.39% |
$4.67M - $5.85M
|
504K
$29.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-126K- 25.16% |
$5.58M - $6.98M
|
376K
$22.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127K- 14.76% |
$5.59M - $7M
|
733K
$43M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-147K- 60.03% |
$6.49M - $8.13M
|
98K
$5.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-253K- 95.48% |
$11.2M - $14M
|
12K
$703K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-318K- 98.93% |
$14M - $17.6M
|
3.45K
$202K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-420K- 98.16% |
$18.5M - $23.2M
|
7.87K
$463K
|