Purchases and Sales Made in Q1 2022 in Ishares Core U.S. Reit ETF (USRT)

USRT Quotes by TradingView

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
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.49K
Closed
$88.8K - $101K
0 $0
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.55K
- 13.1%
$92.1K - $104K
10.3K $587K
Apr 13, 2022 Q1 2022
Executive Wealth Management, LLC

SELL
 -
-1.58K
- 2.43%
$94.2K - $107K
63.6K $3.64M
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
SELL
 -
-1.67K
Closed
$99.2K - $112K
0 $0
Apr 21, 2022 Q1 2022
Topel & Distasi Wealth Management, LLC

SELL
 -
-1.86K
- 2.95%
$111K - $125K
61.2K $3.5M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

SELL
 -
-1.89K
- 29.68%
$113K - $128K
4.48K $256K
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-1.92K
- 6.43%
$114K - $129K
27.9K $1.6M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.16K
- 8.52%
$129K - $146K
23.2K $1.33M
May 16, 2022 Q1 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-2.63K
Closed
$157K - $177K
0 $0
Apr 11, 2022 Q1 2022
Karp Capital Management Corp

SELL
 -
-2.79K
- 34.23%
$166K - $188K
5.36K $306K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

SELL
 -
-2.9K
- 35.84%
$172K - $195K
5.19K $296K
Apr 18, 2022 Q1 2022
Bridge Advisory, LLC

SELL
 -
-2.96K
Closed
$176K - $200K
0 $0
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-2.99K
Closed
$178K - $202K
0 $0
May 16, 2022 Q1 2022
Lgl Partners, LLC

West Conshohocken, PA
SELL
 -
-3.01K
Closed
$179K - $203K
0 $0
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-3.07K
Closed
$183K - $207K
0 $0
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-3.15K
- 11.38%
$188K - $213K
24.6K $1.4M
Apr 22, 2022 Q1 2022
Allworth Financial LP

SELL
 -
-3.2K
- 11.62%
$191K - $216K
24.4K $1.39M
May 11, 2022 Q1 2022
Marvin & Palmer Associates Inc

Wilmington, DE
SELL
 -
-3.21K
- 2.66%
$191K - $217K
118K $6.73M
May 06, 2022 Q1 2022
Independent Advisor Alliance

SELL
 -
-3.24K
Closed
$193K - $218K
0 $0
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-3.38K
Closed
$201K - $228K
0 $0
Apr 22, 2022 Q1 2022
Peak Financial Advisors LLC

SELL
 -
-3.47K
Closed
$206K - $234K
0 $0
May 05, 2022 Q1 2022
Carson Allaria Wealth Management, Ltd.

SELL
 -
-3.53K
- 8.37%
$210K - $238K
38.7K $2.21M
May 10, 2022 Q1 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-3.57K
- 7.05%
$212K - $241K
47K $2.69M
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

SELL
 -
-4.18K
- 2.34%
$249K - $282K
175K $9.97M
Apr 21, 2022 Q1 2022
Cordasco Financial Network

SELL
 -
-4.32K
- 21.89%
$257K - $291K
15.4K $881K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

SELL
 -
-4.4K
- 24.95%
$262K - $297K
13.2K $756K
May 09, 2022 Q1 2022
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-4.54K
Closed
$270K - $306K
0 $0
May 16, 2022 Q1 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-4.6K
- 9.16%
$274K - $310K
45.7K $2.61M
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-4.79K
Closed
$285K - $323K
0 $0
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

SELL
 -
-5.24K
- 1.47%
$312K - $353K
351K $20.1M
May 09, 2022 Q1 2022
Coyle Financial Counsel LLC

Glenview, IL
SELL
 -
-5.31K
Closed
$316K - $358K
0 $0
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-5.35K
- 3.28%
$318K - $360K
158K $9M
May 12, 2022 Q1 2022
True North Advisors, LLC

SELL
 -
-5.45K
Closed
$325K - $368K
0 $0
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-6.13K
Closed
$365K - $413K
0 $0
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

SELL
 -
-7.05K
- 5.5%
$420K - $475K
121K $6.92M
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-7.06K
- 3.38%
$420K - $476K
202K $11.5M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-7.21K
- 47.41%
$429K - $486K
8K $457K
Apr 14, 2022 Q1 2022
Tpg Financial Advisors, LLC

SELL
 -
-7.66K
- 4.93%
$456K - $516K
148K $8.44M
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-8.48K
- 11.21%
$504K - $572K
67.1K $3.84M
May 13, 2022 Q1 2022
E Rn Financial, LLC

SELL
 -
-9.77K
- 6.11%
$581K - $659K
150K $8.58M
May 11, 2022 Q1 2022
Institutional & Family Asset Management, LLC

SELL
 -
-10.2K
- 58.19%
$605K - $685K
7.3K $417K
May 06, 2022 Q1 2022
Blooom, Inc.

SELL
 -
-10.5K
Closed
$627K - $710K
0 $0
Apr 08, 2022 Q1 2022
Barber Financial Group, Inc.

SELL
 -
-10.8K
- 5.53%
$642K - $728K
184K $10.5M
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-11.2K
- 6.13%
$668K - $757K
172K $9.82M
May 16, 2022 Q1 2022
State Street Corp

Boston, MA
SELL
 -
-11.5K
- 23.91%
$684K - $775K
36.6K $2.09M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-13.1K
- 9.46%
$778K - $881K
125K $7.15M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-13.4K
- 86.75%
$800K - $907K
2.05K $117K
Apr 18, 2022 Q1 2022
Veracity Capital LLC

SELL
 -
-14.2K
- 17.34%
$846K - $959K
67.8K $3.87M
May 02, 2022 Q1 2022
Choreo, LLC

Minneapolis, MN
SELL
 -
-14.3K
- 2.25%
$850K - $963K
620K $35.4M

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