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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-17.4K- 40.65% |
$891K - $952K
|
25.4K
$1.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-18.8K- 35.71% |
$966K - $1.03M
|
33.9K
$2.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-19.4K- 8.5% |
$994K - $1.06M
|
208K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.1K- 72.7% |
$1.03M - $1.1M
|
7.53K
$462K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-22.8K- 0.96% |
$1.17M - $1.25M
|
2.35M
$144M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-26.8K- 25.99% |
$1.37M - $1.47M
|
76.2K
$4.67M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29.8K- 84.57% |
$1.53M - $1.64M
|
5.44K
$334K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-30.1K- 99.19% |
$1.55M - $1.65M
|
246
$15.1K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-31.2K- 5.26% |
$1.6M - $1.71M
|
562K
$34.5M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-57.7K- 35.04% |
$2.96M - $3.16M
|
107K
$6.57M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-65K- 24.07% |
$3.34M - $3.56M
|
205K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.2K- 47.16% |
$3.4M - $3.63M
|
74.2K
$4.55M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-89K- 11.94% |
$4.57M - $4.88M
|
656K
$40.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-91.1K- 3.39% |
$4.68M - $4.99M
|
2.6M
$159M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94K- 55.07% |
$4.83M - $5.15M
|
76.7K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-117K- 87.62% |
$6.01M - $6.41M
|
16.5K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-132K- 86.07% |
$6.78M - $7.24M
|
21.4K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-155K- 23.88% |
$7.93M - $8.47M
|
493K
$30.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-167K- 49.6% |
$8.59M - $9.17M
|
170K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-170K- 24.73% |
$8.73M - $9.32M
|
518K
$31.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-219K- 43.41% |
$11.2M - $12M
|
285K
$17.5M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-337K- 89.53% |
$17.3M - $18.5M
|
39.4K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-551K- 81.61% |
$28.3M - $30.2M
|
124K
$7.62M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-627K- 77.89% |
$32.2M - $34.4M
|
178K
$10.9M
|