Purchases and Sales Made in Q1 2023 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 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
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
796
+ 14.66%
$37K - $44.8K
6.23K $382K
May 15, 2023 Q1 2023
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
697
+ 1.43%
$32.4K - $39.2K
49.4K $3.03M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
695
New
$32.3K - $39.1K
695 $42.6K
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
691
+ 4.32%
$32.1K - $38.9K
16.7K $1.02M
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
659
+ 6.67%
$30.6K - $37.1K
10.5K $647K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
641
+ 6.97%
$29.8K - $36.1K
9.84K $604K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
630
+ 117.54%
$29.3K - $35.5K
1.17K $71.5K
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
623
+ 6.28%
$28.9K - $35.1K
10.6K $647K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
588
+ 3.08%
$27.3K - $33.1K
19.7K $1.21M
May 15, 2023 Q1 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
550
+ 23.31%
$25.5K - $31K
2.91K $178K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
400
+ 4.09%
$18.6K - $22.5K
10.2K $625K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
298
+ 7.18%
$13.8K - $16.8K
4.45K $273K
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
292
New
$13.6K - $16.4K
292 $17.9K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
275
+ 27.83%
$12.8K - $15.5K
1.26K $77.5K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
261
New
$12.1K - $14.7K
261 $16K
Apr 19, 2023 Q1 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
255
+ 3.12%
$11.8K - $14.4K
8.43K $517K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
210
New
$9.75K - $11.8K
210 $12.9K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
153
+ 33.26%
$7.11K - $8.61K
613 $37.6K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
142
+ 0.94%
$6.59K - $7.99K
15.3K $940K
May 03, 2023 Q1 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
142
+ 2.23%
$6.59K - $7.99K
6.5K $399K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
131
+ 0.37%
$6.08K - $7.37K
35.3K $2.16M
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
126
New
$5.85K - $7.09K
126 $7.73K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
114
New
$5.29K - $6.42K
114 $6.99K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
100
+ 0.94%
$4.64K - $5.63K
10.8K $660K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
95
New
$4.41K - $5.35K
95 $5.83K
May 11, 2023 Q1 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
93
+ 1.3%
$4.32K - $5.23K
7.24K $444K
Apr 28, 2023 Q1 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
91
+ 0.21%
$4.23K - $5.12K
43.1K $2.64M
May 05, 2023 Q1 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
90
New
$4.18K - $5.07K
90 $5.52K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
62
+ 0.52%
$2.88K - $3.49K
12K $734K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
62
New
$2.88K - $3.49K
62 $3.8K
May 03, 2023 Q1 2023
Old Second National Bank Of Aurora

BUY
 -
60
+ 5.95%
$2.79K - $3.38K
1.07K $65.6K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
47
+ 0.24%
$2.18K - $2.65K
19.9K $1.22M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
46
+ 0.92%
$2.14K - $2.59K
5.05K $310K
May 11, 2023 Q1 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
43
+ 0.61%
$2K - $2.42K
7.1K $435K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
43
+ 6.47%
$2K - $2.42K
708 $43.4K
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
35
+ 0.46%
$1.63K - $1.97K
7.67K $470K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
29
+ 0.53%
$1.35K - $1.63K
5.46K $335K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
22
New
$1.02K - $1.24K
22 $1.35K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
13
+ 0.31%
$604 - $732
4.26K $261K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
11
+ 0.64%
$511 - $619
1.74K $106K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
11
+ 0.77%
$511 - $619
1.45K $88.8K
Apr 20, 2023 Q1 2023
Global Strategic Investment Solutions, LLC

BUY
 -
7
+ 0.04%
$325 - $394
18.1K $1.11M
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
6
+ 0.14%
$279 - $338
4.24K $260K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
4
New
$186 - $225
4 $245
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
2
+ 0.26%
$92.9 - $113
760 $46.6K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
2
+ 0.21%
$92.9 - $113
943 $57.9K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 0.66%
$92.9 - $113
305 $18.7K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
1
+ 1.03%
$46.4 - $56.3
98 $6.01K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1
+ 2.04%
$46.4 - $56.3
50 $3.07K

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