Purchases and Sales Made in Q2 2023 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 2023. 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 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.73MNew |
$131M - $141M
|
2.73M
$156M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
178KNew |
$8.53M - $9.13M
|
178K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
146K+ 11.55% |
$7M - $7.5M
|
1.41M
$80.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
126KNew |
$6.03M - $6.46M
|
126K
$7.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
84.2K+ 55.7% |
$4.05M - $4.33M
|
235K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.2K+ 22.65% |
$4.04M - $4.33M
|
456K
$26.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
71.5KNew |
$3.43M - $3.68M
|
71.5K
$4.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68.1KNew |
$3.27M - $3.5M
|
68.1K
$3.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
61.1KNew |
$2.94M - $3.14M
|
61.1K
$3.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
58.5KNew |
$2.81M - $3.01M
|
58.5K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
57.3KNew |
$2.75M - $2.95M
|
57.3K
$3.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42KNew |
$2.02M - $2.16M
|
42K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.3K+ 6.31% |
$1.84M - $1.97M
|
646K
$36.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
35.5K+ 8.36% |
$1.71M - $1.83M
|
460K
$26.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34K+ 73.8% |
$1.63M - $1.75M
|
80.1K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
34KNew |
$1.63M - $1.75M
|
34K
$1.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
31K+ 90.47% |
$1.49M - $1.59M
|
65.2K
$3.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1K+ 160.91% |
$1.35M - $1.44M
|
45.5K
$2.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
27.4K+ 20.14% |
$1.31M - $1.41M
|
163K
$9.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
26K+ 110.21% |
$1.25M - $1.33M
|
49.5K
$2.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
25.1K+ 7.32% |
$1.21M - $1.29M
|
368K
$21M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
24.1K+ 394.26% |
$1.16M - $1.24M
|
30.2K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
20.4K+ 281.58% |
$980K - $1.05M
|
27.6K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.5K+ 40.39% |
$938K - $1M
|
67.9K
$3.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.3K+ 26.44% |
$929K - $994K
|
92.5K
$5.29M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18.7K+ 26.77% |
$897K - $961K
|
88.5K
$5.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
18.7K+ 2.66% |
$897K - $960K
|
720K
$41.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
17.4KNew |
$834K - $892K
|
17.4K
$993K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17.3K+ 4.83% |
$832K - $891K
|
376K
$21.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
13.7K+ 9.7% |
$660K - $706K
|
155K
$8.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13.6K+ 138.68% |
$655K - $701K
|
23.5K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 14.91% |
$655K - $701K
|
105K
$6.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
13.4K+ 12.12% |
$643K - $688K
|
124K
$7.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8K+ 47.63% |
$520K - $556K
|
33.5K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
9.7K+ 6.12% |
$466K - $499K
|
168K
$9.62M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9.67K+ 3.08% |
$464K - $497K
|
323K
$18.5M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
9.62K+ 7.57% |
$462K - $494K
|
137K
$7.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8.67K+ 6.94% |
$417K - $446K
|
134K
$7.65M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.4K+ 2.19% |
$403K - $432K
|
392K
$22.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.28K+ 4.52% |
$398K - $426K
|
191K
$11M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
8.08KNew |
$388K - $415K
|
8.08K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.38K+ 3.88% |
$355K - $379K
|
198K
$11.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
7.05K+ 5.55% |
$339K - $362K
|
134K
$7.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.96KNew |
$334K - $358K
|
6.96K
$398K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.71KNew |
$322K - $345K
|
6.71K
$384K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.69K+ 32.72% |
$321K - $344K
|
27.1K
$1.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.87KNew |
$282K - $302K
|
5.87K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.79KNew |
$278K - $298K
|
5.79K
$331K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.66K+ 1.97% |
$272K - $291K
|
293K
$16.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.45K+ 127.76% |
$262K - $280K
|
9.71K
$555K
|