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 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.53K- 0.36% |
$71K - $86.1K
|
425K
$26.7M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.58K- 99.94% |
$73.1K - $88.6K
|
1
$62.8
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.58K- 5.4% |
$73.5K - $89.1K
|
27.7K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.61K- 2.92% |
$74.8K - $90.7K
|
53.6K
$3.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.64K- 4.96% |
$75.9K - $92K
|
31.3K
$1.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-1.99K- 3.35% |
$92.2K - $112K
|
57.3K
$3.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.11K- 22.72% |
$98K - $119K
|
7.18K
$451K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 8.22% |
$109K - $132K
|
26.3K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.45K- 37.31% |
$114K - $138K
|
4.12K
$258K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.9K- 36.85% |
$135K - $163K
|
4.97K
$312K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 7.34% |
$148K - $179K
|
40.2K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.24K- 92.44% |
$150K - $182K
|
265
$16.6K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.25K- 15.94% |
$151K - $183K
|
17.1K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.28K- 2.77% |
$152K - $184K
|
115K
$7.23M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.44K- 31.45% |
$160K - $194K
|
7.51K
$471K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-3.82K- 18.2% |
$177K - $215K
|
17.2K
$1.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
SELL
|
- |
-4.22K- 10.47% |
$196K - $237K
|
36.1K
$2.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-4.23K- 33.22% |
$196K - $238K
|
8.5K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.82K- 42.3% |
$224K - $271K
|
6.57K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.95K- 48.16% |
$230K - $279K
|
5.33K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.14K- 6.02% |
$239K - $289K
|
80.2K
$5.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-5.15K- 4.53% |
$239K - $290K
|
109K
$6.81M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.31K- 0.87% |
$246K - $299K
|
608K
$38.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.52K- 4.69% |
$256K - $311K
|
112K
$7.04M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.99K- 8.17% |
$278K - $337K
|
67.3K
$4.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.55K- 22.93% |
$304K - $369K
|
22K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.95K- 46.6% |
$323K - $391K
|
7.96K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.34K- 10.2% |
$341K - $413K
|
64.6K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.49K- 11.17% |
$394K - $478K
|
67.5K
$4.24M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.82K- 13.67% |
$456K - $552K
|
62K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 10.02% |
$473K - $573K
|
91.5K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.8K- 2.1% |
$548K - $665K
|
551K
$34.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-12.3K- 71.11% |
$573K - $695K
|
5.01K
$315K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 49.92% |
$579K - $702K
|
12.5K
$785K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-13K- 99.9% |
$605K - $734K
|
13
$816
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-15.9K- 0.63% |
$737K - $893K
|
2.49M
$156M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.8K- 52.95% |
$778K - $943K
|
14.9K
$934K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.5K- 18.97% |
$813K - $985K
|
74.8K
$4.69M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.7K- 43.79% |
$822K - $996K
|
22.7K
$1.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-20.2K- 46.18% |
$939K - $1.14M
|
23.6K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.6K- 51.4% |
$1M - $1.22M
|
20.4K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-22.5K- 15.68% |
$1.05M - $1.27M
|
121K
$7.59M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.8K- 3.87% |
$1.06M - $1.28M
|
566K
$35.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-23.6K- 8.66% |
$1.1M - $1.33M
|
249K
$15.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.3K- 92.48% |
$1.27M - $1.54M
|
2.22K
$139K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-31.3K- 11.75% |
$1.45M - $1.76M
|
235K
$14.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34.7K- 80.31% |
$1.61M - $1.95M
|
8.5K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46K- 35.38% |
$2.14M - $2.59M
|
84K
$5.27M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-61.4K- 83.03% |
$2.85M - $3.46M
|
12.6K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-63.9K- 42.56% |
$2.97M - $3.6M
|
86.3K
$5.41M
|