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 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.97K+ 4495.48% |
$324K - $392K
|
7.12K
$418K
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
6.1KNew |
$283K - $343K
|
6.1K
$358K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.1KNew |
$283K - $343K
|
6.1K
$358K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.07KNew |
$282K - $342K
|
6.07K
$356K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.78K+ 136.69% |
$268K - $325K
|
10K
$587K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.23K+ 14.88% |
$243K - $295K
|
40.4K
$2.37M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.22K+ 1.38% |
$242K - $294K
|
384K
$22.5M
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.22KNew |
$242K - $294K
|
5.22K
$306K
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.18K+ 3.21% |
$240K - $291K
|
166K
$9.77M
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.11KNew |
$237K - $288K
|
5.11K
$300K
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.89KNew |
$227K - $275K
|
4.89K
$287K
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.82KNew |
$224K - $271K
|
4.82K
$283K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.78KNew |
$222K - $269K
|
4.78K
$281K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.78KNew |
$222K - $269K
|
4.78K
$281K
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
4.7K+ 10.31% |
$218K - $265K
|
50.3K
$2.95M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.67K+ 4.61% |
$217K - $263K
|
106K
$6.22M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.62K+ 124.39% |
$215K - $260K
|
8.33K
$489K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.6K+ 29.35% |
$214K - $259K
|
20.3K
$1.19M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.59K+ 2.57% |
$213K - $258K
|
183K
$10.8M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.48KNew |
$208K - $252K
|
4.48K
$263K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.36KNew |
$202K - $245K
|
4.36K
$256K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.11KNew |
$191K - $231K
|
4.11K
$241K
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.07KNew |
$189K - $229K
|
4.07K
$239K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4KNew |
$186K - $225K
|
4K
$235K
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.94K+ 7.44% |
$183K - $222K
|
56.9K
$3.34M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.93K+ 29.05% |
$182K - $221K
|
17.4K
$1.02M
|
|
Apr 12, 2023
Q1 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
3.9K+ 2.06% |
$181K - $219K
|
194K
$11.4M
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
3.86K+ 7.6% |
$179K - $217K
|
54.6K
$3.21M
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.81K+ 8.52% |
$177K - $214K
|
48.5K
$2.85M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.67K+ 16.0% |
$170K - $206K
|
26.6K
$1.56M
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
3.54K+ 0.51% |
$164K - $199K
|
701K
$41.2M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.43K+ 68540.0% |
$159K - $193K
|
3.43K
$201K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.33K+ 3.11% |
$155K - $187K
|
110K
$6.48M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.3K+ 1.77% |
$153K - $186K
|
190K
$11.2M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.71K+ 67675.0% |
$126K - $152K
|
2.71K
$159K
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.69K+ 15.15% |
$125K - $151K
|
20.4K
$1.2M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.69K+ 3.21% |
$125K - $151K
|
86.5K
$5.08M
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.66K+ 59.34% |
$124K - $150K
|
7.14K
$419K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.26KNew |
$105K - $127K
|
2.26K
$133K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.26K+ 3.69% |
$105K - $127K
|
63.4K
$3.72M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.26K+ 3.69% |
$105K - $127K
|
63.4K
$3.72M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.58K+ 13.7% |
$73.6K - $89.1K
|
13.1K
$771K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.54K+ 1.6% |
$71.5K - $86.7K
|
97.7K
$5.73M
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 2.64% |
$67K - $81.2K
|
56K
$3.29M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.32K+ 7.2% |
$61.4K - $74.4K
|
19.7K
$1.16M
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
945+ 21.72% |
$43.9K - $53.2K
|
5.3K
$311K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
915New |
$42.5K - $51.5K
|
915
$53.7K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
905+ 5.83% |
$42K - $50.9K
|
16.4K
$965K
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
829+ 4.44% |
$38.5K - $46.7K
|
19.5K
$1.14M
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
802+ 4.92% |
$37.2K - $45.1K
|
17.1K
$1M
|