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 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.14KClosed |
$160K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.16K- 30.79% |
$161K - $212K
|
7.11K
$409K
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.17K- 2.0% |
$162K - $212K
|
155K
$8.93M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.19KClosed |
$163K - $214K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.25KClosed |
$166K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.27KClosed |
$167K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.28K- 31.72% |
$167K - $220K
|
7.06K
$406K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.35KClosed |
$171K - $224K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.44KClosed |
$176K - $231K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.48KClosed |
$178K - $233K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.53K- 5.26% |
$180K - $236K
|
63.6K
$3.66M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.54K- 15.25% |
$181K - $237K
|
19.7K
$1.13M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.58KClosed |
$183K - $240K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.64K- 2.31% |
$186K - $244K
|
154K
$8.86M
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.65KClosed |
$186K - $245K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.75KClosed |
$191K - $251K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-3.77KClosed |
$192K - $253K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.95KClosed |
$202K - $265K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.02KClosed |
$205K - $270K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 4.51% |
$207K - $271K
|
85.8K
$4.94M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.12KClosed |
$210K - $276K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.28K- 82.57% |
$219K - $287K
|
904
$52K
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-4.48KClosed |
$229K - $300K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.51K- 2.96% |
$230K - $302K
|
148K
$8.51M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.64K- 3.46% |
$237K - $311K
|
129K
$7.45M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.14K- 4.11% |
$262K - $344K
|
120K
$6.9M
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-5.36KClosed |
$273K - $359K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.52K- 9.05% |
$282K - $370K
|
55.5K
$3.2M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.59K- 12.25% |
$285K - $375K
|
40.1K
$2.31M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.76K- 3.35% |
$294K - $386K
|
166K
$9.56M
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.83K- 13.98% |
$297K - $390K
|
35.9K
$2.06M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.71K- 50.68% |
$342K - $450K
|
6.53K
$376K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-6.79K- 41.15% |
$347K - $455K
|
9.71K
$559K
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.9KClosed |
$352K - $462K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-8.38K- 2.85% |
$428K - $562K
|
286K
$16.4M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.41K- 72.71% |
$429K - $563K
|
3.16K
$182K
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-9.5K- 7.91% |
$485K - $636K
|
111K
$6.36M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10.4K- 5.95% |
$530K - $695K
|
164K
$9.45M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.5K- 2.11% |
$536K - $703K
|
486K
$28M
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.7K- 6.65% |
$544K - $715K
|
150K
$8.62M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 2.05% |
$682K - $895K
|
637K
$36.7M
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.7K- 39.58% |
$699K - $918K
|
20.9K
$1.2M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-14.7K- 9.76% |
$748K - $983K
|
136K
$7.8M
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-14.9K- 11.9% |
$759K - $997K
|
110K
$6.34M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-15.6K- 4.44% |
$795K - $1.04M
|
336K
$19.3M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.7K- 11.21% |
$803K - $1.05M
|
125K
$7.17M
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-15.8K- 2.01% |
$807K - $1.06M
|
769K
$44.3M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-17.2K- 14.24% |
$876K - $1.15M
|
103K
$5.95M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-18.8K- 10.19% |
$958K - $1.26M
|
166K
$9.52M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-22.3K- 93.44% |
$1.14M - $1.49M
|
1.56K
$90K
|