Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
434K+ 28.71% |
$22.1M - $29.1M
|
1.94M
$111M
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
343K+ 4513.99% |
$17.5M - $23M
|
351K
$20.1M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159K+ 86.22% |
$8.13M - $10.7M
|
344K
$19.7M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 25.79% |
$6.67M - $8.76M
|
637K
$36.5M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 25.79% |
$6.67M - $8.76M
|
637K
$36.5M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
114K+ 67.41% |
$5.82M - $7.64M
|
283K
$16.2M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
108K+ 310.1% |
$5.49M - $7.21M
|
142K
$8.16M
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
106KNew |
$5.43M - $7.13M
|
106K
$6.1M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
100KNew |
$5.1M - $6.7M
|
100K
$5.73M
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
98KNew |
$5M - $6.56M
|
98K
$5.61M
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
88.3K+ 69.31% |
$4.51M - $5.92M
|
216K
$12.4M
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
BUY
|
- |
79.9KNew |
$4.08M - $5.35M
|
79.9K
$4.58M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
65K+ 73.09% |
$3.32M - $4.35M
|
154K
$8.82M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
61.2K+ 5494.79% |
$3.12M - $4.1M
|
62.3K
$3.57M
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
43.3K+ 67.7% |
$2.21M - $2.9M
|
107K
$6.15M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35.4KNew |
$1.81M - $2.37M
|
35.4K
$2.03M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
34.2K+ 5.56% |
$1.74M - $2.29M
|
649K
$37.2M
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
33KNew |
$1.68M - $2.21M
|
33K
$1.89M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28.8K+ 54.15% |
$1.47M - $1.93M
|
82K
$4.7M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.2K+ 12.83% |
$1.39M - $1.82M
|
239K
$13.7M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.5KNew |
$1.35M - $1.78M
|
26.5K
$1.52M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
24K+ 10.45% |
$1.22M - $1.61M
|
253K
$14.5M
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 40.0% |
$1.02M - $1.34M
|
70K
$4.01M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19.8K+ 420.75% |
$1.01M - $1.32M
|
24.5K
$1.4M
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
18.7KNew |
$954K - $1.25M
|
18.7K
$1.07M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.5K+ 8.66% |
$892K - $1.17M
|
219K
$12.6M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.3K+ 270.76% |
$882K - $1.16M
|
23.7K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.7K+ 14.37% |
$799K - $1.05M
|
125K
$7.14M
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
15.6KNew |
$798K - $1.05M
|
15.6K
$896K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
14.9KNew |
$761K - $999K
|
14.9K
$854K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.7K+ 2709.98% |
$748K - $982K
|
15.2K
$871K
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
BUY
|
- |
14.7KNew |
$748K - $982K
|
14.7K
$840K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.8KNew |
$652K - $856K
|
12.8K
$732K
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.7K+ 20.42% |
$650K - $854K
|
75.2K
$4.31M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
12.7K+ 8.72% |
$648K - $851K
|
158K
$9.07M
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10.3K+ 22.44% |
$528K - $693K
|
56.4K
$3.23M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.73K+ 473.89% |
$496K - $652K
|
11.8K
$675K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.53K+ 7.12% |
$486K - $638K
|
143K
$8.21M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
9.15KNew |
$467K - $613K
|
9.15K
$525K
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.1KNew |
$464K - $610K
|
9.1K
$522K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.05K+ 1.34% |
$411K - $539K
|
609K
$34.9M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8K+ 5.97% |
$408K - $536K
|
142K
$8.14M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.36KNew |
$376K - $493K
|
7.36K
$422K
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.84K+ 49.61% |
$349K - $459K
|
20.6K
$1.18M
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
6.6KNew |
$337K - $442K
|
6.6K
$378K
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.58KNew |
$336K - $441K
|
6.58K
$377K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
6.57K+ 28.24% |
$335K - $440K
|
29.8K
$1.71M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.28KNew |
$321K - $421K
|
6.28K
$360K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.13K+ 8.24% |
$313K - $411K
|
80.6K
$4.62M
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.09K+ 146.38% |
$311K - $408K
|
10.3K
$588K
|