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
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
386+ 3.25% |
$19.7K - $25.9K
|
12.2K
$701K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
353New |
$18K - $23.7K
|
353
$20.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
333+ 7.4% |
$17K - $22.3K
|
4.83K
$276K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
325New |
$16.6K - $21.8K
|
325
$18.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
300+ 6.25% |
$15.3K - $20.1K
|
5.1K
$292K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
290New |
$14.8K - $19.4K
|
290
$16.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
252+ 1.38% |
$12.9K - $16.9K
|
18.5K
$1.06M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
225New |
$11.5K - $15.1K
|
225
$12.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
199New |
$10.2K - $13.3K
|
199
$11.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
177+ 0.25% |
$9.03K - $11.9K
|
71K
$4.06M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
110New |
$5.61K - $7.37K
|
110
$6.29K
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
101+ 2.43% |
$5.15K - $6.77K
|
4.25K
$243K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97+ 2.0% |
$4.95K - $6.5K
|
4.94K
$283K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
87+ 0.94% |
$4.44K - $5.83K
|
9.31K
$533K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
56New |
$2.86K - $3.75K
|
56
$3.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
45+ 0.14% |
$2.3K - $3.02K
|
32.7K
$1.87M
|
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
25+ 0.02% |
$1.28K - $1.68K
|
151K
$8.64M
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.36% |
$1.28K - $1.68K
|
6.92K
$396K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.5% |
$1.17K - $1.54K
|
4.62K
$264K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 1.14% |
$816 - $1.07K
|
1.42K
$81K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
14+ 40.0% |
$714 - $938
|
49
$2.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13+ 0.22% |
$663 - $871
|
5.8K
$332K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
13+ 4.71% |
$663 - $871
|
289
$16.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
8+ 0.1% |
$408 - $536
|
8.02K
$459K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8New |
$408 - $536
|
8
$458
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.07% |
$357 - $469
|
10.4K
$592K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7New |
$357 - $469
|
7
$400
|
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
6+ 0.0% |
$306 - $402
|
150K
$8.58M
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.03% |
$255 - $335
|
18K
$1.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.12% |
$255 - $335
|
4.21K
$241K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$153 - $201
|
3
$172
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3+ 0.58% |
$153 - $201
|
524
$30K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 50.0% |
$102 - $134
|
6
$343
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.11% |
$51 - $67
|
935
$53.5K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.16% |
$51 - $67
|
85
$4.86K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 1.72% |
$51 - $67
|
57
$3.26K
|
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-10- 0.02% |
$510 - $670
|
40.5K
$2.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 18.46% |
$612 - $804
|
53
$3.03K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16Closed |
$816 - $1.07K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-18- 0.51% |
$919 - $1.21K
|
3.49K
$199K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-23- 1.17% |
$1.17K - $1.54K
|
1.95K
$112K
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-24Closed |
$1.22K - $1.61K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-24- 15.09% |
$1.22K - $1.61K
|
135
$7.72K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-43- 29.66% |
$2.19K - $2.88K
|
102
$5.83K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-48- 1.03% |
$2.45K - $3.22K
|
4.63K
$265K
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-59- 0.43% |
$3.01K - $3.95K
|
13.6K
$778K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-67- 7.22% |
$3.42K - $4.49K
|
861
$49.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-75Closed |
$3.83K - $5.03K
|
0
$0
|