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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-888- 4.77% |
$42.7K - $45.7K
|
17.7K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-888- 13.87% |
$42.7K - $45.7K
|
5.51K
$320K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-908- 10.9% |
$43.6K - $46.7K
|
7.43K
$431K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-998- 9.59% |
$47.9K - $51.3K
|
9.41K
$546K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.12K- 17.8% |
$54K - $57.8K
|
5.19K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.15K- 85.01% |
$55K - $58.9K
|
202
$11.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.19K- 5.27% |
$57.1K - $61.1K
|
21.4K
$1.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.22K- 9.27% |
$58.5K - $62.6K
|
11.9K
$692K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 44.0% |
$61.5K - $65.8K
|
1.63K
$94.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.3K- 21.47% |
$62.6K - $67K
|
4.77K
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.32K- 15.52% |
$63.4K - $67.8K
|
7.18K
$417K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.5K- 11.2% |
$72.1K - $77.2K
|
11.9K
$691K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.51K- 12.23% |
$72.3K - $77.4K
|
10.8K
$627K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 26.2% |
$73.1K - $78.2K
|
4.29K
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.53K- 68.86% |
$73.5K - $78.7K
|
692
$40.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.78K- 0.42% |
$85.4K - $91.4K
|
419K
$24.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.8K- 8.32% |
$86.4K - $92.4K
|
19.8K
$1.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.8K- 5.18% |
$86.5K - $92.6K
|
33K
$1.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.83K- 53.29% |
$87.8K - $94K
|
1.6K
$93K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.6K- 5.89% |
$125K - $134K
|
41.6K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.84K- 7.02% |
$136K - $146K
|
37.6K
$2.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.9K- 10.45% |
$139K - $149K
|
24.8K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.34K- 2.98% |
$160K - $172K
|
109K
$6.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-3.49K- 3.21% |
$168K - $179K
|
105K
$6.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.58K- 0.65% |
$172K - $184K
|
548K
$31.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.84K- 22.21% |
$184K - $197K
|
13.5K
$780K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.93K- 14.96% |
$189K - $202K
|
22.3K
$1.3M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4KClosed |
$192K - $206K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.09K- 3.86% |
$196K - $210K
|
102K
$5.91M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.09K- 32.86% |
$197K - $210K
|
8.36K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.09K- 32.86% |
$197K - $210K
|
8.36K
$485K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.27K- 19.39% |
$205K - $219K
|
17.7K
$1.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.27K- 19.39% |
$205K - $219K
|
17.7K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.28K- 39.78% |
$206K - $220K
|
6.48K
$376K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.65K- 20.78% |
$223K - $239K
|
17.7K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.79K- 2.04% |
$230K - $246K
|
230K
$13.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-4.79K- 27.94% |
$230K - $246K
|
12.4K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.05K- 6.76% |
$243K - $260K
|
69.7K
$4.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.13K- 2.32% |
$246K - $264K
|
216K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.35K- 3.35% |
$257K - $275K
|
154K
$8.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.54K- 31.2% |
$266K - $285K
|
12.2K
$708K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.91K- 5.13% |
$284K - $304K
|
109K
$6.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.36K- 93.26% |
$306K - $327K
|
460
$26.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-6.4K- 28.96% |
$308K - $329K
|
15.7K
$911K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-6.95K- 2.79% |
$334K - $358K
|
242K
$14M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-9.63K- 26.68% |
$462K - $495K
|
26.5K
$1.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-9.96K- 11.51% |
$478K - $512K
|
76.6K
$4.44M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 16.16% |
$492K - $527K
|
53.2K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 16.16% |
$492K - $527K
|
53.2K
$3.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-11.9K- 20.71% |
$570K - $610K
|
45.4K
$2.63M
|