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 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.11% |
$46.4 - $56.3
|
91
$5.58K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 25.0% |
$46.4 - $56.3
|
5
$307
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.18% |
$46.4 - $56.3
|
86
$5.28K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4- 0.04% |
$186 - $225
|
11.2K
$685K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13- 13.27% |
$604 - $732
|
85
$5.21K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-14- 1.03% |
$650 - $788
|
1.35K
$82.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-18- 23.38% |
$836 - $1.01K
|
59
$3.62K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-20- 0.09% |
$929 - $1.13K
|
21.6K
$1.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-23- 0.24% |
$1.07K - $1.29K
|
9.69K
$595K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 44.64% |
$1.16K - $1.41K
|
31
$1.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-39- 1.32% |
$1.81K - $2.19K
|
2.92K
$179K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-43- 0.98% |
$2K - $2.42K
|
4.34K
$266K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-75- 0.51% |
$3.48K - $4.22K
|
14.7K
$902K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-104- 1.62% |
$4.83K - $5.85K
|
6.32K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-108- 0.62% |
$5.02K - $6.08K
|
17.3K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-134- 55.14% |
$6.22K - $7.54K
|
109
$6.69K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-148- 2.26% |
$6.87K - $8.33K
|
6.4K
$393K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-164- 3.34% |
$7.62K - $9.23K
|
4.74K
$291K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-179- 24.25% |
$8.31K - $10.1K
|
559
$34.3K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-184- 2.18% |
$8.54K - $10.4K
|
8.26K
$507K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-190- 1.52% |
$8.82K - $10.7K
|
12.3K
$755K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-191- 1.41% |
$8.87K - $10.7K
|
13.3K
$819K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-192- 0.58% |
$8.92K - $10.8K
|
33.1K
$2.03M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-200- 1.0% |
$9.29K - $11.3K
|
19.9K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-216- 1.77% |
$10K - $12.2K
|
12K
$735K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-240- 1.23% |
$11.1K - $13.5K
|
19.3K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-252- 4.38% |
$11.7K - $14.2K
|
5.51K
$338K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-272- 82.67% |
$12.6K - $15.3K
|
57
$3.5K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-299- 2.96% |
$13.9K - $16.8K
|
9.8K
$601K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-305- 3.14% |
$14.2K - $17.2K
|
9.4K
$577K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-365- 7.65% |
$17K - $20.5K
|
4.41K
$270K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-411- 4.47% |
$19.1K - $23.1K
|
8.78K
$538K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-445- 9.01% |
$20.7K - $25K
|
4.5K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-474- 5.26% |
$22K - $26.7K
|
8.54K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-490- 1.96% |
$22.8K - $27.6K
|
24.5K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-555- 6.3% |
$25.8K - $31.2K
|
8.26K
$507K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-556- 67.8% |
$25.8K - $31.3K
|
264
$16.2K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-662- 11.48% |
$30.7K - $37.3K
|
5.11K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-715- 10.96% |
$33.2K - $40.2K
|
5.81K
$356K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-852- 0.5% |
$39.6K - $48K
|
169K
$10.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-944- 6.58% |
$43.8K - $53.1K
|
13.4K
$823K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 8.52% |
$47K - $56.9K
|
10.9K
$666K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.08K- 4.59% |
$50.1K - $60.7K
|
22.4K
$1.37M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.32K- 6.72% |
$61.4K - $74.4K
|
18.4K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.33K- 14.39% |
$61.8K - $74.9K
|
7.91K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.42K- 7.5% |
$66.1K - $80.1K
|
17.5K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.44K- 3.93% |
$66.6K - $80.8K
|
35.1K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.47K- 9.62% |
$68.1K - $82.5K
|
13.8K
$845K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.49K- 3.54% |
$69K - $83.6K
|
40.5K
$2.48M
|