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 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-12.4K- 98.93% |
$597K - $639K
|
135
$7.72K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.4K- 9.71% |
$789K - $845K
|
153K
$8.74M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.4K- 65.42% |
$836K - $895K
|
9.2K
$526K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 32.77% |
$882K - $944K
|
37.7K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.8K- 2.96% |
$903K - $967K
|
616K
$35.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18.8K- 14.17% |
$904K - $967K
|
114K
$6.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-20.1K- 73.61% |
$964K - $1.03M
|
7.19K
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38.5K- 4.2% |
$1.85M - $1.98M
|
878K
$50.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48.4K- 90.17% |
$2.32M - $2.49M
|
5.27K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-52.4K- 2.11% |
$2.52M - $2.7M
|
2.44M
$139M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-71K- 46.01% |
$3.41M - $3.65M
|
83.4K
$4.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-72.7K- 84.26% |
$3.49M - $3.74M
|
13.6K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-89.8K- 47.97% |
$4.31M - $4.62M
|
97.4K
$5.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-111K- 94.94% |
$5.35M - $5.73M
|
5.94K
$340K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-135K- 6.94% |
$6.49M - $6.95M
|
1.81M
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-150K- 49.3% |
$7.2M - $7.71M
|
154K
$8.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-248K- 43.81% |
$11.9M - $12.8M
|
318K
$18.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-308K- 31.96% |
$14.8M - $15.8M
|
656K
$37.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-526K- 99.07% |
$25.3M - $27M
|
4.92K
$281K
|