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 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
357New |
$21.2K - $24.1K
|
357
$20.4K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
347+ 39.7% |
$20.7K - $23.4K
|
1.22K
$69.8K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
240+ 0.05% |
$14.3K - $16.2K
|
511K
$29.2M
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
238+ 6.09% |
$14.2K - $16K
|
4.15K
$237K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
207+ 3.49% |
$12.3K - $14K
|
6.14K
$351K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
153+ 15.94% |
$9.11K - $10.3K
|
1.11K
$63.6K
|
|
May 10, 2022
Q1 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
145+ 0.17% |
$8.63K - $9.78K
|
87.5K
$5M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
142+ 14.12% |
$8.45K - $9.58K
|
1.15K
$65.6K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
123+ 1.2% |
$7.32K - $8.29K
|
10.4K
$591K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
122+ 67.4% |
$7.26K - $8.23K
|
303
$17.3K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
116New |
$6.9K - $7.82K
|
116
$6.63K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$5.95K - $6.74K
|
100
$5.71K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
95+ 1.56% |
$5.65K - $6.41K
|
6.19K
$354K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
63New |
$3.75K - $4.25K
|
63
$3.6K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
58New |
$3.45K - $3.91K
|
58
$3.31K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
49New |
$2.92K - $3.3K
|
49
$2.8K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
44+ 2.36% |
$2.62K - $2.97K
|
1.91K
$109K
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
37+ 1.15% |
$2.2K - $2.49K
|
3.25K
$186K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
36+ 7.13% |
$2.14K - $2.43K
|
541
$30.9K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34+ 1.09% |
$2.02K - $2.29K
|
3.14K
$179K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29New |
$1.73K - $1.96K
|
29
$1.66K
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
25+ 0.02% |
$1.49K - $1.69K
|
148K
$8.44M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
25+ 0.37% |
$1.49K - $1.69K
|
6.81K
$389K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
25+ 18.66% |
$1.49K - $1.69K
|
159
$9.08K
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.29% |
$1.19K - $1.35K
|
6.89K
$394K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
19+ 7.39% |
$1.13K - $1.28K
|
276
$15.8K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.39% |
$1.07K - $1.21K
|
4.6K
$263K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16New |
$952 - $1.08K
|
16
$914
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7+ 0.09% |
$417 - $472
|
8.01K
$458K
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
7+ 0.05% |
$417 - $472
|
13.7K
$780K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5New |
$298 - $337
|
5
$286
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.02% |
$238 - $270
|
18K
$1.03M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3New |
$179 - $202
|
3
$171
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.02% |
$59.5 - $67.4
|
4.2K
$240K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.11% |
$59.5 - $67.4
|
934
$53.4K
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 1.14% |
$59.5 - $67.4
|
87
$4.97K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3- 0.08% |
$179 - $202
|
3.63K
$207K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 4.41% |
$179 - $202
|
65
$3.71K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4- 0.77% |
$238 - $270
|
517
$29.5K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6- 0.75% |
$357 - $405
|
797
$45.5K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 0.78% |
$655 - $742
|
1.4K
$80K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11- 0.27% |
$655 - $742
|
4.02K
$230K
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-19- 0.95% |
$1.13K - $1.28K
|
1.97K
$113K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-27Closed |
$1.61K - $1.82K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-28- 44.44% |
$1.67K - $1.89K
|
35
$2K
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-28Closed |
$1.67K - $1.89K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-29Closed |
$1.73K - $1.96K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-29- 0.09% |
$1.73K - $1.96K
|
32.4K
$1.85M
|