Purchases and Sales Made in Q2 2024 in Ishares Core U.S. Reit ETF (USRT)

USRT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q2 2024. 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 12, 2024 Q2 2024
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
2.52M
+ 6467.94%
$124M - $135M
2.55M $146M
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.44M
+ 506.96%
$70.8M - $77.1M
1.72M $98.2M
Jul 29, 2024 Q2 2024
Trust CO Of Tennessee

Knoxville, TN
BUY
 -
1.14M
New
$56.3M - $61.2M
1.14M $65.1M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
402K
New
$19.8M - $21.6M
402K $22.9M
Aug 08, 2024 Q2 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
384K
+ 8376.43%
$18.9M - $20.6M
388K $22.2M
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
303K
+ 12.92%
$15M - $16.3M
2.65M $151M
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
239K
+ 8.92%
$11.8M - $12.8M
2.92M $167M
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
186K
+ 112.5%
$9.2M - $10M
352K $20.1M
Sep 10, 2024 Q2 2024
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
176K
New
$8.68M - $9.45M
176K $10M
Aug 13, 2024 Q2 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
158K
+ 32.08%
$7.8M - $8.49M
651K $37.2M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
111K
+ 89.81%
$5.5M - $5.99M
236K $13.5M
Aug 14, 2024 Q2 2024
Vantage Financial Partners Ltd., Inc.

BUY
 -
111K
+ 131.09%
$5.49M - $5.97M
196K $11.2M
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
79K
+ 129.3%
$3.9M - $4.24M
140K $8M
Jul 15, 2024 Q2 2024
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
73.4K
+ 24.2%
$3.62M - $3.94M
377K $21.5M
Jul 19, 2024 Q2 2024
Sumitomo Life Insurance CO

BUY
 -
70.2K
+ 31.17%
$3.46M - $3.77M
295K $16.9M
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
65.9K
+ 150.75%
$3.25M - $3.54M
110K $6.26M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
58.3K
+ 5.63%
$2.88M - $3.13M
1.09M $62.5M
Aug 06, 2024 Q2 2024
Fiducient Advisors LLC

BUY
 -
58.2K
+ 32.69%
$2.87M - $3.13M
236K $13.5M
Jul 12, 2024 Q2 2024
Biltmore Wealth Management, LLC

BUY
 -
56.4K
+ 57.0%
$2.78M - $3.03M
155K $8.87M
Jul 23, 2024 Q2 2024
Heritage Financial Services, LLC

BUY
 -
50.8K
+ 7.65%
$2.51M - $2.73M
715K $40.9M
Aug 14, 2024 Q2 2024
Napa Wealth Management

Napa, CA
BUY
 -
44K
New
$2.17M - $2.36M
44K $2.51M
Aug 13, 2024 Q2 2024
Ing Groep Nv

BUY
 -
43.1K
New
$2.13M - $2.31M
43.1K $2.46M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
41.6K
+ 75.4%
$2.05M - $2.24M
96.9K $5.53M
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
28.4K
+ 16.73%
$1.4M - $1.53M
198K $11.3M
Jul 18, 2024 Q2 2024
Miracle Mile Advisors, LLC

BUY
 -
25.3K
New
$1.25M - $1.36M
25.3K $1.45M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
25.2K
+ 35.27%
$1.24M - $1.35M
96.6K $5.52M
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
23.7K
+ 296612.5%
$1.17M - $1.27M
23.7K $1.36M
Aug 01, 2024 Q2 2024
Naviter Wealth, LLC

BUY
 -
22.6K
+ 105.56%
$1.11M - $1.21M
44K $2.51M
Jul 17, 2024 Q2 2024
Rodgers & Associates, LTD

BUY
 -
20.7K
+ 10.28%
$1.02M - $1.11M
223K $12.7M
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
18.2K
New
$898K - $977K
18.2K $1.04M
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
18K
+ 144.84%
$889K - $968K
30.5K $1.74M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
17.3K
+ 16.85%
$852K - $927K
120K $6.84M
Jul 19, 2024 Q2 2024
Mbe Wealth Management, LLC

BUY
 -
17.1K
+ 7.08%
$845K - $919K
259K $14.8M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
16.2K
+ 1.92%
$798K - $868K
860K $49.1M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
16.2K
+ 1.92%
$798K - $868K
860K $49.1M
Jul 19, 2024 Q2 2024
Freedom Day Solutions, LLC

BUY
 -
15.3K
+ 15.34%
$757K - $824K
115K $6.59M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
15.1K
+ 5.35%
$745K - $810K
297K $17M
Oct 16, 2024 Q2 2024
Tpg Financial Advisors, LLC

BUY
 -
15K
+ 8.89%
$742K - $808K
184K $10.5M
Jul 17, 2024 Q2 2024
Charles Schwab Trust CO

BUY
 -
13.8K
+ 3.06%
$682K - $742K
466K $26.6M
Jul 23, 2024 Q2 2024
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
13.6K
+ 9.84%
$673K - $733K
152K $8.7M
Aug 14, 2024 Q2 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
13.4K
+ 9.69%
$660K - $718K
151K $8.65M
Aug 06, 2024 Q2 2024
Stephens Inc

BUY
 -
12.3K
+ 3.98%
$609K - $663K
322K $18.4M
Jul 17, 2024 Q2 2024
E Rn Financial, LLC

BUY
 -
11.3K
+ 6.67%
$556K - $605K
180K $10.3M
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
10.1K
+ 1.96%
$500K - $545K
528K $30.2M
Jul 18, 2024 Q2 2024
Pure Financial Advisors, LLC

BUY
 -
9.81K
+ 5.05%
$484K - $527K
204K $11.7M
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
8.88K
+ 82.66%
$438K - $477K
19.6K $1.12M
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
8.75K
New
$432K - $470K
8.75K $500K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
8.12K
+ 83.31%
$401K - $436K
17.9K $1.02M
Aug 09, 2024 Q2 2024
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
7.66K
+ 7.41%
$378K - $411K
111K $6.34M

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