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 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-35Closed |
$2.08K - $2.36K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-37- 0.4% |
$2.2K - $2.49K
|
9.23K
$540K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-58- 0.14% |
$3.45K - $3.91K
|
42.4K
$2.48M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-60Closed |
$3.57K - $4.05K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-69- 0.21% |
$4.11K - $4.65K
|
32.6K
$1.91M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 14.45% |
$4.4K - $4.99K
|
438
$25.6K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-76- 7.57% |
$4.52K - $5.12K
|
928
$54.3K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-97- 2.03% |
$5.77K - $6.54K
|
4.68K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-100Closed |
$5.95K - $6.74K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-101Closed |
$6.01K - $6.81K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-168- 4.88% |
$10K - $11.3K
|
3.27K
$192K
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-172- 4.71% |
$10.2K - $11.6K
|
3.48K
$204K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-175- 4.76% |
$10.4K - $11.8K
|
3.51K
$205K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-185- 10.89% |
$11K - $12.5K
|
1.51K
$88.7K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-225Closed |
$13.4K - $15.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-252- 2.56% |
$15K - $17K
|
9.6K
$562K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-269- 6.98% |
$16K - $18.1K
|
3.58K
$210K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-283Closed |
$16.8K - $19.1K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-284- 1.8% |
$16.9K - $19.2K
|
15.5K
$910K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-323- 5.79% |
$19.2K - $21.8K
|
5.25K
$308K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-354- 8.17% |
$21.1K - $23.9K
|
3.98K
$233K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-381- 1.57% |
$22.7K - $25.7K
|
23.8K
$1.4M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-385- 3.05% |
$22.9K - $26K
|
12.2K
$716K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-406- 2.18% |
$24.2K - $27.4K
|
18.2K
$1.07M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-424- 9.53% |
$25.2K - $28.6K
|
4.02K
$236K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-424- 9.53% |
$25.2K - $28.6K
|
4.02K
$236K
|
|
|
May 06, 2022
Q1 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-456- 0.29% |
$27.1K - $30.7K
|
158K
$9.28M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-461- 12.11% |
$27.4K - $31.1K
|
3.35K
$196K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-492Closed |
$29.3K - $33.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-498- 5.36% |
$29.6K - $33.6K
|
8.79K
$515K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-516- 3.56% |
$30.7K - $34.8K
|
14K
$818K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-604- 0.45% |
$36K - $40.7K
|
134K
$7.83M
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
SELL
|
- |
-656- 96.47% |
$39K - $44.2K
|
24
$1.41K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-696Closed |
$41.4K - $46.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-696- 5.07% |
$41.4K - $46.9K
|
13K
$762K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-700- 34.98% |
$41.7K - $47.2K
|
1.3K
$76.2K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-700- 34.98% |
$41.7K - $47.2K
|
1.3K
$76.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-770- 7.81% |
$45.8K - $51.9K
|
9.09K
$532K
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-842- 11.47% |
$50.1K - $56.8K
|
6.5K
$381K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-920- 1.5% |
$54.8K - $62K
|
60.5K
$3.54M
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-948- 20.17% |
$56.4K - $63.9K
|
3.75K
$220K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-980- 1.31% |
$58.3K - $66.1K
|
73.8K
$4.32M
|
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
SELL
|
- |
-1.13K- 2.6% |
$67.1K - $76.1K
|
42.2K
$2.47M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.13K- 20.07% |
$67.3K - $76.2K
|
4.5K
$264K
|
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-1.13K- 4.6% |
$67.4K - $76.4K
|
23.5K
$1.38M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.15K- 1.59% |
$68.2K - $77.2K
|
70.8K
$4.15M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.25K- 1.02% |
$74.3K - $84.2K
|
121K
$7.06M
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.26K- 1.28% |
$75K - $85K
|
97.2K
$5.69M
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 2.95% |
$75.3K - $85.3K
|
41.7K
$2.44M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.27K- 10.43% |
$75.4K - $85.4K
|
10.9K
$637K
|