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 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-841- 2.33% |
$43.2K - $46.1K
|
35.3K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-881- 99.89% |
$45.2K - $48.3K
|
1
$61.4
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-892- 9.57% |
$45.8K - $48.9K
|
8.43K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.03K- 92.94% |
$52.7K - $56.3K
|
78
$4.79K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.11K- 4.81% |
$57.1K - $61K
|
22K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 34.71% |
$61.4K - $65.6K
|
2.25K
$138K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.22K- 10.2% |
$62.4K - $66.6K
|
10.7K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.56K- 2.18% |
$79.8K - $85.2K
|
69.7K
$4.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-1.58K- 3.85% |
$81.2K - $86.7K
|
39.5K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.71K- 1.44% |
$87.6K - $93.5K
|
116K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.84K- 27.08% |
$94.6K - $101K
|
4.96K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.96K- 1.92% |
$101K - $107K
|
100K
$6.13M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.04K- 13.85% |
$105K - $112K
|
12.7K
$779K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.07K- 30.86% |
$106K - $113K
|
4.63K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.08K- 6.96% |
$107K - $114K
|
27.8K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.19K- 2.11% |
$112K - $120K
|
101K
$6.22M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.2K- 23.86% |
$113K - $121K
|
7.02K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.27K- 14.76% |
$117K - $125K
|
13.1K
$806K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.36K- 5.73% |
$121K - $130K
|
38.9K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2.5K- 14.62% |
$128K - $137K
|
14.6K
$896K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.61K- 11.76% |
$134K - $143K
|
19.5K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.67K- 24.56% |
$137K - $147K
|
8.21K
$504K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.71K- 7.8% |
$139K - $148K
|
32K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.72K- 17.96% |
$140K - $149K
|
12.4K
$762K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.9K- 14.38% |
$149K - $159K
|
17.2K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2.92K- 3.89% |
$150K - $160K
|
72.1K
$4.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-2.94K- 3.69% |
$151K - $161K
|
76.8K
$4.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.1K- 22.43% |
$159K - $170K
|
10.7K
$658K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.16K- 3.49% |
$162K - $173K
|
87.5K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.32K- 12.49% |
$170K - $182K
|
23.3K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.39K- 5.59% |
$174K - $186K
|
57.2K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-4.7K- 10.4% |
$241K - $258K
|
40.5K
$2.49M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.72K- 30.27% |
$242K - $259K
|
10.9K
$667K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.84K- 4.71% |
$249K - $265K
|
98.1K
$6.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-7.77K- 3.28% |
$399K - $426K
|
229K
$14M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-7.88K- 33.28% |
$405K - $432K
|
15.8K
$970K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.9K- 13.13% |
$406K - $433K
|
52.3K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.08K- 53.44% |
$466K - $498K
|
7.91K
$485K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-9.1K- 5.17% |
$467K - $499K
|
167K
$10.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.17K- 16.68% |
$470K - $502K
|
45.8K
$2.81M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-9.78K- 35.31% |
$502K - $536K
|
17.9K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10.1K- 5.77% |
$520K - $556K
|
166K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.6K- 15.86% |
$595K - $636K
|
61.5K
$3.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 72.2% |
$597K - $638K
|
4.48K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.2K- 20.21% |
$730K - $779K
|
56.1K
$3.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-15K- 97.98% |
$772K - $824K
|
310
$19K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.2K- 41.25% |
$783K - $836K
|
21.7K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.4K- 55.9% |
$792K - $846K
|
12.2K
$747K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.5K- 55.84% |
$794K - $848K
|
12.2K
$751K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 1.88% |
$830K - $886K
|
843K
$51.7M
|