Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.45M+ 7125.57% |
$265M - $300M
|
4.51M
$258M
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
259KNew |
$15.4M - $17.4M
|
259K
$14.8M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
236K+ 1205.24% |
$14.1M - $15.9M
|
256K
$14.6M
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
129KNew |
$7.68M - $8.7M
|
129K
$7.37M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
125KNew |
$7.44M - $8.43M
|
125K
$7.14M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
105KNew |
$6.25M - $7.08M
|
105K
$6M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
94.4KNew |
$5.62M - $6.36M
|
94.4K
$5.39M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
84.4K+ 1903.25% |
$5.03M - $5.69M
|
88.9K
$5.08M
|
|
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
80.1KNew |
$4.77M - $5.4M
|
80.1K
$4.58M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
74.4KNew |
$4.43M - $5.02M
|
74.4K
$4.25M
|
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
64KNew |
$3.81M - $4.32M
|
64K
$3.66M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
55.3K+ 9.89% |
$3.29M - $3.73M
|
614K
$35.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
50KNew |
$2.98M - $3.37M
|
50K
$2.86M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
47.1KNew |
$2.8M - $3.17M
|
47.1K
$2.69M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.1K+ 1018.82% |
$2.68M - $3.04M
|
49.5K
$2.83M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.9K+ 62.37% |
$2.49M - $2.82M
|
109K
$6.22M
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
41.5K+ 5.58% |
$2.47M - $2.8M
|
785K
$44.9M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.7K+ 22.39% |
$2.36M - $2.68M
|
217K
$12.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.7KNew |
$2.07M - $2.34M
|
34.7K
$1.98M
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34.2KNew |
$2.04M - $2.31M
|
34.2K
$1.95M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
32.7K+ 86.34% |
$1.95M - $2.21M
|
70.7K
$4.04M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29.9K+ 30.31% |
$1.78M - $2.02M
|
129K
$7.35M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8K+ 336.04% |
$1.72M - $1.94M
|
37.4K
$2.14M
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
27.8KNew |
$1.65M - $1.87M
|
27.8K
$1.59M
|
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
26.8K+ 26.56% |
$1.59M - $1.8M
|
127K
$7.28M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 18.07% |
$1.54M - $1.74M
|
169K
$9.66M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
24.7K+ 145.84% |
$1.47M - $1.67M
|
41.7K
$2.38M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23K+ 17.75% |
$1.37M - $1.55M
|
152K
$8.71M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
22.7K+ 20.42% |
$1.35M - $1.53M
|
134K
$7.66M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21.2KNew |
$1.26M - $1.43M
|
21.2K
$1.21M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
14.9K+ 11.43% |
$889K - $1.01M
|
146K
$8.32M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1K+ 7.11% |
$838K - $950K
|
212K
$12.1M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.7KNew |
$816K - $924K
|
13.7K
$783K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 11.71% |
$781K - $885K
|
125K
$7.15M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 2.52% |
$740K - $838K
|
507K
$28.9M
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
12.3K+ 815.87% |
$731K - $829K
|
13.8K
$788K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.5K+ 11.77% |
$682K - $773K
|
109K
$6.22M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
11.1K+ 13.23% |
$662K - $749K
|
95.1K
$5.43M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 76.6% |
$601K - $680K
|
23.3K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8.78K+ 3.08% |
$523K - $592K
|
294K
$16.8M
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
7.61KNew |
$453K - $513K
|
7.61K
$435K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.35K+ 4.63% |
$437K - $495K
|
166K
$9.49M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.29K+ 1.14% |
$434K - $492K
|
646K
$36.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.09K+ 157.14% |
$422K - $478K
|
11.6K
$663K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.9KNew |
$411K - $465K
|
6.9K
$394K
|
|
|
Apr 13, 2022
Q1 2022
|
Agincourt Capital Management, LLC
|
BUY
|
- |
6.6K+ 1.78% |
$393K - $445K
|
376K
$21.5M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.4K+ 7.67% |
$381K - $432K
|
89.8K
$5.13M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.38KNew |
$380K - $430K
|
6.38K
$365K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
6.19K+ 4.01% |
$368K - $417K
|
160K
$9.17M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
5.95K+ 4.13% |
$354K - $401K
|
150K
$8.57M
|