Purchases and Sales Made in Q1 2023 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 2023. 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 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
500K+ 1653.16% |
$23.2M - $28.2M
|
531K
$32.6M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
226K+ 21.79% |
$10.5M - $12.7M
|
1.26M
$77.4M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
200K+ 307.69% |
$9.29M - $11.3M
|
265K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
163K+ 9.14% |
$7.58M - $9.18M
|
1.95M
$119M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
154KNew |
$7.17M - $8.69M
|
154K
$9.47M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
127KNew |
$5.9M - $7.15M
|
127K
$7.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
125K+ 42.16% |
$5.79M - $7.01M
|
420K
$25.8M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
71.2K+ 1337.77% |
$3.31M - $4.01M
|
76.5K
$4.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
70.6KNew |
$3.28M - $3.97M
|
70.6K
$4.33M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
63.8KNew |
$2.96M - $3.59M
|
63.8K
$3.91M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
58K+ 10.06% |
$2.69M - $3.26M
|
635K
$38.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.6K+ 13.97% |
$2.12M - $2.56M
|
372K
$22.8M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
44.2KNew |
$2.05M - $2.49M
|
44.2K
$2.71M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
42.8K+ 15.81% |
$1.99M - $2.41M
|
313K
$19.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.4K+ 1131.53% |
$1.97M - $2.38M
|
46.1K
$2.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
41.9K+ 17.09% |
$1.95M - $2.36M
|
287K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.2K+ 14.79% |
$1.82M - $2.21M
|
304K
$18.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
37.7K+ 12.37% |
$1.75M - $2.12M
|
343K
$21M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
37.4K+ 104.73% |
$1.74M - $2.11M
|
73.1K
$4.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
31.4K+ 16.72% |
$1.46M - $1.77M
|
219K
$13.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
28.9K+ 32.63% |
$1.34M - $1.63M
|
117K
$7.2M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
26.1K+ 7.84% |
$1.21M - $1.47M
|
359K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.6K+ 2.3% |
$956K - $1.16M
|
917K
$56.2M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
19.9K+ 15.19% |
$926K - $1.12M
|
151K
$9.28M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.9KNew |
$922K - $1.12M
|
19.9K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
18.6K+ 534.58% |
$865K - $1.05M
|
22.1K
$1.36M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
18.4K+ 112.55% |
$855K - $1.04M
|
34.8K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.3K+ 22.35% |
$851K - $1.03M
|
100K
$6.16M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
18.1K+ 31.68% |
$839K - $1.02M
|
75K
$4.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.6K+ 57.23% |
$818K - $991K
|
48.4K
$2.97M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17.5K+ 386.65% |
$812K - $984K
|
22K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15.6K+ 193.0% |
$726K - $879K
|
23.7K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
14.8K+ 46.32% |
$686K - $832K
|
46.7K
$2.86M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
13K+ 100284.62% |
$605K - $734K
|
13.1K
$801K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
12.7KNew |
$590K - $715K
|
12.7K
$779K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10.4K+ 13.41% |
$482K - $585K
|
87.9K
$5.39M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
9.25KNew |
$430K - $521K
|
9.25K
$567K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
9.18K+ 6.82% |
$426K - $517K
|
144K
$8.82M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.68K+ 5.76% |
$403K - $489K
|
160K
$9.79M
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
8.62K+ 7.29% |
$400K - $485K
|
127K
$7.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
8.34K+ 5.11% |
$387K - $469K
|
172K
$10.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.28K+ 6.21% |
$384K - $466K
|
142K
$8.69M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
7.87K+ 6.72% |
$366K - $443K
|
125K
$7.67M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7.74K+ 8.43% |
$359K - $435K
|
99.5K
$6.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.47KNew |
$347K - $420K
|
7.47K
$458K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.43K+ 66.47% |
$345K - $418K
|
18.6K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.28K+ 49.55% |
$338K - $410K
|
22K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.27KNew |
$338K - $409K
|
7.27K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7.05K+ 9.9% |
$327K - $397K
|
78.2K
$4.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7.04K+ 2.87% |
$327K - $396K
|
252K
$15.5M
|