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 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
585+ 4.57% |
$30K - $32.1K
|
13.4K
$839K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
559+ 0.17% |
$28.7K - $30.6K
|
334K
$21M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
554+ 6.16% |
$28.4K - $30.4K
|
9.54K
$599K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
544+ 37.7% |
$27.9K - $29.8K
|
1.99K
$125K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
517+ 5.11% |
$26.5K - $28.3K
|
10.6K
$668K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
503+ 7.63% |
$25.8K - $27.6K
|
7.1K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
500+ 247.52% |
$25.7K - $27.4K
|
702
$44.1K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500New |
$25.7K - $27.4K
|
500
$31.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
486+ 2.4% |
$24.9K - $26.6K
|
20.7K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
480+ 153.35% |
$24.6K - $26.3K
|
793
$49.8K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
478+ 438.53% |
$24.5K - $26.2K
|
587
$36.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
466+ 5.35% |
$23.9K - $25.5K
|
9.17K
$575K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
457+ 3.66% |
$23.5K - $25K
|
12.9K
$812K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
454New |
$23.3K - $24.9K
|
454
$28.5K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
446New |
$22.9K - $24.4K
|
446
$28K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
400+ 0.53% |
$20.5K - $21.9K
|
75.4K
$4.73M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
350+ 5.37% |
$18K - $19.2K
|
6.87K
$431K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
350+ 5.25% |
$18K - $19.2K
|
7.01K
$440K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
349+ 3.31% |
$17.9K - $19.1K
|
10.9K
$683K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
344+ 3.31% |
$17.7K - $18.9K
|
10.7K
$674K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
287+ 6.49% |
$14.7K - $15.7K
|
4.71K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
225+ 2.59% |
$11.5K - $12.3K
|
8.91K
$559K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
218+ 3.23% |
$11.2K - $11.9K
|
6.97K
$438K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
182+ 1.01% |
$9.34K - $9.98K
|
18.2K
$1.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
146New |
$7.49K - $8K
|
146
$9.16K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
143+ 14300.0% |
$7.34K - $7.84K
|
144
$9.04K
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
137+ 0.63% |
$7.03K - $7.51K
|
21.9K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
116+ 374.19% |
$5.95K - $6.36K
|
147
$9.22K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
86New |
$4.41K - $4.71K
|
86
$5.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
66New |
$3.39K - $3.62K
|
66
$4.14K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
55New |
$2.82K - $3.01K
|
55
$3.45K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
53+ 38.69% |
$2.72K - $2.9K
|
190
$11.9K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
51+ 0.48% |
$2.62K - $2.8K
|
10.7K
$669K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
49+ 2.84% |
$2.52K - $2.69K
|
1.77K
$111K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
36+ 0.74% |
$1.85K - $1.97K
|
4.87K
$306K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 6.52% |
$1.08K - $1.15K
|
343
$21.5K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
20+ 1.27% |
$1.03K - $1.1K
|
1.59K
$100K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
20+ 0.47% |
$1.03K - $1.1K
|
4.31K
$270K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
20New |
$1.03K - $1.1K
|
20
$1.26K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
17+ 0.07% |
$873 - $932
|
25.8K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 0.95% |
$719 - $767
|
1.49K
$93.5K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13+ 0.24% |
$667 - $713
|
5.37K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8New |
$411 - $438
|
8
$502
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.1% |
$205 - $219
|
3.97K
$249K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.61% |
$154 - $164
|
498
$31.2K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3New |
$154 - $164
|
3
$188
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 0.34% |
$154 - $164
|
895
$56.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.72% |
$154 - $164
|
419
$26.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 2.27% |
$51.3 - $54.8
|
45
$2.82K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.08% |
$51.3 - $54.8
|
94
$5.9K
|