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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-75- 1.91% |
$3.83K - $5.03K
|
3.86K
$221K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-154- 0.66% |
$7.86K - $10.3K
|
23.4K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-159- 1.14% |
$8.11K - $10.7K
|
13.8K
$790K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
SELL
|
- |
-265- 42.74% |
$13.5K - $17.8K
|
355
$20.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-280Closed |
$14.3K - $18.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-290- 23.75% |
$14.8K - $19.4K
|
931
$53.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-334- 4.91% |
$17K - $22.4K
|
6.47K
$370K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-363- 1.2% |
$18.5K - $24.3K
|
30K
$1.71M
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-410- 2.7% |
$20.9K - $27.5K
|
14.8K
$845K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-439- 9.79% |
$22.4K - $29.4K
|
4.04K
$231K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-455- 9.83% |
$23.2K - $30.5K
|
4.17K
$239K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-468- 8.91% |
$23.9K - $31.4K
|
4.79K
$274K
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-511- 0.85% |
$26.1K - $34.2K
|
59.9K
$3.43M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-559- 58.35% |
$28.5K - $37.5K
|
399
$22.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-583- 79.75% |
$29.8K - $39.1K
|
148
$8.47K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-710- 3.43% |
$36.2K - $47.6K
|
20K
$1.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-725- 2.24% |
$37K - $48.6K
|
31.7K
$1.81M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-767- 50.66% |
$39.1K - $51.4K
|
747
$42.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-785Closed |
$40.1K - $52.6K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-800- 25.35% |
$40.8K - $53.6K
|
2.36K
$135K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-894- 2.12% |
$45.6K - $59.9K
|
41.3K
$2.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-921- 3.86% |
$47K - $61.7K
|
23K
$1.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-924- 18.02% |
$47.2K - $61.9K
|
4.21K
$241K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.03K- 11.33% |
$52.6K - $69K
|
8.06K
$461K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-1.04K- 6.77% |
$53.3K - $70K
|
14.4K
$823K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.12K- 30.75% |
$57K - $74.9K
|
2.52K
$144K
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.16K- 2.6% |
$59.1K - $77.7K
|
43.4K
$2.48M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.16K- 18.76% |
$59.3K - $77.9K
|
5.03K
$288K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.17K- 0.23% |
$59.4K - $78.1K
|
510K
$29.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.18K- 8.63% |
$60.4K - $79.3K
|
12.5K
$717K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-1.24K- 0.37% |
$63.4K - $83.3K
|
338K
$19.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.25K- 11.46% |
$63.6K - $83.6K
|
9.63K
$551K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.38K- 3.57% |
$70.4K - $92.4K
|
37.3K
$2.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 19.44% |
$71.4K - $93.8K
|
5.8K
$332K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.5K- 2.13% |
$76.7K - $101K
|
69.2K
$3.96M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.55KClosed |
$78.8K - $104K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.57KClosed |
$80.3K - $105K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.84K- 8.42% |
$93.8K - $123K
|
20K
$1.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.93K- 20.16% |
$98.7K - $130K
|
7.66K
$438K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.04K- 1.09% |
$104K - $137K
|
185K
$10.6M
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.08K- 0.81% |
$106K - $139K
|
256K
$14.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.08K- 28.53% |
$106K - $139K
|
5.21K
$298K
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.27K- 4.82% |
$116K - $152K
|
44.8K
$2.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-2.3K- 15.17% |
$117K - $154K
|
12.9K
$735K
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.35K- 2.68% |
$120K - $157K
|
85.1K
$4.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.46K- 10.01% |
$125K - $165K
|
22.1K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.6K- 9.31% |
$133K - $174K
|
25.3K
$1.45M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.67K- 41.07% |
$136K - $179K
|
3.83K
$219K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.75KClosed |
$140K - $184K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.97K- 95.59% |
$151K - $199K
|
137
$7.84K
|