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 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-68.9K- 79.52% |
$3.2M - $3.88M
|
17.7K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-76.2K- 43.99% |
$3.54M - $4.29M
|
97.1K
$5.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-84.8K- 24.21% |
$3.94M - $4.78M
|
266K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-97K- 42.2% |
$4.5M - $5.46M
|
133K
$8.15M
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-97.3K- 32.13% |
$4.52M - $5.48M
|
205K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-99.1K- 38.47% |
$4.6M - $5.57M
|
158K
$9.72M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 14.07% |
$7.33M - $8.89M
|
964K
$59.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-431K- 66.14% |
$20M - $24.3M
|
221K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-761K- 80.26% |
$35.3M - $42.8M
|
187K
$11.5M
|