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 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-14.6K- 49.05% |
$871K - $986K
|
15.2K
$868K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-18.5K- 52.8% |
$1.1M - $1.24M
|
16.5K
$943K
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-20.1K- 42.81% |
$1.19M - $1.35M
|
26.8K
$1.53M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.2KClosed |
$1.26M - $1.43M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-22K- 1.43% |
$1.31M - $1.48M
|
1.51M
$86.3M
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-24.8KClosed |
$1.48M - $1.67M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-25.4K- 47.74% |
$1.51M - $1.71M
|
27.8K
$1.59M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-25.6KClosed |
$1.53M - $1.73M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-27.9K- 34.39% |
$1.66M - $1.88M
|
53.2K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-29.2K- 11.9% |
$1.74M - $1.97M
|
216K
$12.3M
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-33.2K- 15.07% |
$1.98M - $2.24M
|
187K
$10.7M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-34.7K- 6.53% |
$2.07M - $2.34M
|
497K
$28.4M
|
|
|
May 10, 2022
Q1 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-35.8K- 57.65% |
$2.13M - $2.41M
|
26.3K
$1.5M
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-39.1K- 53.03% |
$2.33M - $2.64M
|
34.6K
$1.98M
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-39.2K- 21.64% |
$2.33M - $2.64M
|
142K
$8.11M
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-41.6K- 7.38% |
$2.48M - $2.81M
|
522K
$29.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.4K- 6.52% |
$2.7M - $3.06M
|
651K
$37.2M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72.1K- 87.47% |
$4.29M - $4.86M
|
10.3K
$590K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-79.5KClosed |
$4.73M - $5.36M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-105K- 54.65% |
$6.28M - $7.11M
|
87.5K
$5M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-119KClosed |
$7.05M - $7.99M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-122K- 82.67% |
$7.25M - $8.21M
|
25.5K
$1.46M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-131K- 20.5% |
$7.78M - $8.81M
|
507K
$28.9M
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-142K- 27.2% |
$8.43M - $9.55M
|
379K
$21.6M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-165K- 13.89% |
$9.82M - $11.1M
|
1.02M
$58.4M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-194K- 51.29% |
$11.6M - $13.1M
|
185K
$10.6M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-213K- 48.22% |
$12.7M - $14.4M
|
229K
$13.1M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-235K- 91.93% |
$14M - $15.9M
|
20.7K
$1.18M
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-399K- 44.95% |
$23.8M - $26.9M
|
489K
$27.9M
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-738K- 86.01% |
$43.9M - $49.8M
|
120K
$6.86M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-874K- 59.24% |
$52M - $58.9M
|
601K
$34.4M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.31M- 37.76% |
$78M - $88.4M
|
2.16M
$123M
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.44M- 98.52% |
$265M - $300M
|
66.7K
$3.81M
|