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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.79KNew |
$345K - $390K
|
5.79K
$331K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.58K+ 10.05% |
$332K - $376K
|
61.1K
$3.49M
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.76K+ 11.97% |
$283K - $321K
|
44.5K
$2.54M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.7KNew |
$280K - $317K
|
4.7K
$268K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.48KNew |
$267K - $302K
|
4.48K
$256K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.26K+ 58.32% |
$254K - $287K
|
11.6K
$661K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.17K+ 26.61% |
$248K - $281K
|
19.8K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4K+ 6.84% |
$238K - $269K
|
62.4K
$3.57M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.96K+ 9.4% |
$236K - $267K
|
46.1K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.95KNew |
$235K - $266K
|
3.95K
$226K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.86K+ 2.96% |
$230K - $260K
|
134K
$7.66M
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
3.82K+ 10.48% |
$227K - $257K
|
40.2K
$2.3M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.68K+ 841.1% |
$219K - $248K
|
4.12K
$235K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.65KNew |
$217K - $246K
|
3.65K
$209K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.44KNew |
$205K - $232K
|
3.44K
$197K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.19KNew |
$190K - $215K
|
3.19K
$182K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.03K+ 71.13% |
$180K - $204K
|
7.29K
$416K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.02K+ 3388.76% |
$180K - $203K
|
3.11K
$177K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.75KNew |
$163K - $185K
|
2.75K
$157K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.74K+ 26.8% |
$163K - $185K
|
13K
$740K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.56K+ 68.04% |
$152K - $172K
|
6.31K
$360K
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
BUY
|
- |
2.5KNew |
$149K - $169K
|
2.5K
$143K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.44K+ 24.22% |
$145K - $165K
|
12.5K
$716K
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
2.43K+ 19.13% |
$145K - $164K
|
15.2K
$866K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88K+ 63.22% |
$112K - $127K
|
4.85K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.85K+ 66.45% |
$110K - $125K
|
4.63K
$264K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.7K+ 8.42% |
$101K - $114K
|
21.8K
$1.25M
|
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.66K+ 0.65% |
$98.5K - $112K
|
258K
$14.7M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 52.38% |
$98.2K - $111K
|
4.8K
$274K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.57KNew |
$93.6K - $106K
|
1.57K
$89.9K
|
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.47K+ 3.76% |
$87.6K - $99.2K
|
40.6K
$2.32M
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.31K+ 34.23% |
$77.9K - $88.2K
|
5.13K
$293K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.16K+ 3.96% |
$68.8K - $77.9K
|
30.3K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
913+ 8.34% |
$54.3K - $61.6K
|
11.9K
$678K
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
900+ 14.29% |
$53.6K - $60.7K
|
7.2K
$411K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
825+ 21.96% |
$49.1K - $55.6K
|
4.58K
$262K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
785New |
$46.7K - $52.9K
|
785
$44.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
782+ 23.13% |
$46.5K - $52.7K
|
4.16K
$238K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
754+ 3427.27% |
$44.9K - $50.8K
|
776
$44.3K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
729+ 8.89% |
$43.4K - $49.2K
|
8.93K
$510K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
728New |
$43.3K - $49.1K
|
728
$41.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
696+ 1.18% |
$41.4K - $46.9K
|
59.6K
$3.4M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
664+ 5.22% |
$39.5K - $44.8K
|
13.4K
$765K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
628+ 190.3% |
$37.4K - $42.3K
|
958
$54.7K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
620New |
$36.9K - $41.8K
|
620
$35.4K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
557+ 6.31% |
$33.2K - $37.6K
|
9.38K
$536K
|
|
|
Apr 25, 2022
Q1 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
475+ 13.73% |
$28.3K - $32K
|
3.94K
$225K
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
437+ 156.63% |
$26K - $29.5K
|
716
$40.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
421+ 3.11% |
$25.1K - $28.4K
|
14K
$798K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
358+ 3.06% |
$21.3K - $24.1K
|
12.1K
$690K
|