Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
5.33KNew |
$274K - $292K
|
5.33K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.3K+ 13.78% |
$272K - $290K
|
43.7K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.05K+ 306.56% |
$259K - $277K
|
6.7K
$420K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5KNew |
$257K - $274K
|
5K
$314K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.92K+ 2.08% |
$252K - $270K
|
242K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.75KNew |
$244K - $260K
|
4.75K
$298K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.6K+ 4.7% |
$236K - $252K
|
102K
$6.43M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.56K+ 16.58% |
$234K - $250K
|
32.1K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.54KNew |
$233K - $249K
|
4.54K
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
4.43K+ 4.64% |
$227K - $243K
|
100K
$6.28M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.39KNew |
$225K - $241K
|
4.39K
$276K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.38KNew |
$225K - $240K
|
4.38K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.29K+ 5.02% |
$220K - $235K
|
89.7K
$5.63M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.1KNew |
$211K - $225K
|
4.1K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.76KNew |
$193K - $206K
|
3.76K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.6K+ 1.67% |
$185K - $197K
|
219K
$13.8M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.49KNew |
$179K - $192K
|
3.49K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.48K+ 4.9% |
$179K - $191K
|
74.5K
$4.67M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3.34K+ 15.27% |
$171K - $183K
|
25.2K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.32K+ 3.32% |
$170K - $182K
|
103K
$6.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.95K+ 73.22% |
$151K - $162K
|
6.97K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.87K+ 57.4% |
$147K - $157K
|
7.88K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.39K+ 19.84% |
$122K - $131K
|
14.4K
$904K
|
|
|
Apr 05, 2024
Q1 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
2.33K+ 1.17% |
$119K - $127K
|
200K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.31K+ 9.3% |
$119K - $127K
|
27.1K
$1.7M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.2K+ 57.91% |
$113K - $121K
|
6K
$376K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.03K+ 0.67% |
$104K - $111K
|
303K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.02K+ 24.01% |
$104K - $111K
|
10.5K
$656K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.87K+ 3.09% |
$96.1K - $103K
|
62.4K
$3.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.85KNew |
$95K - $101K
|
1.85K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.66K+ 17.29% |
$85.2K - $91K
|
11.3K
$707K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.64K+ 0.78% |
$84K - $89.7K
|
212K
$13.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.58K+ 75.53% |
$81.1K - $86.6K
|
3.67K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.49K+ 1.99% |
$76.4K - $81.6K
|
76.3K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 10.65% |
$75.3K - $80.4K
|
15.2K
$956K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.42K+ 2.65% |
$73K - $78K
|
55.2K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.19K+ 0.42% |
$60.9K - $65.1K
|
282K
$17.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 6.25% |
$58.8K - $62.8K
|
19.5K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.13K+ 0.67% |
$58.1K - $62K
|
169K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.11K+ 25.08% |
$57.2K - $61.1K
|
5.56K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.08K+ 1.3% |
$55.3K - $59.1K
|
84.2K
$5.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.01K+ 9.23% |
$51.6K - $55.1K
|
11.9K
$746K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1K+ 2.51% |
$51.3K - $54.8K
|
40.8K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
886+ 5.17% |
$45.5K - $48.6K
|
18K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
798+ 13.58% |
$41K - $43.7K
|
6.68K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
779+ 1.77% |
$40K - $42.7K
|
44.7K
$2.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
741+ 5.38% |
$38K - $40.6K
|
14.5K
$912K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
670+ 4.32% |
$34.4K - $36.7K
|
16.2K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
661New |
$33.9K - $36.2K
|
661
$41.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
640+ 57.81% |
$32.9K - $35.1K
|
1.75K
$110K
|