Purchases and Sales Made in Q2 2024 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 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
$98.3M
|
|
Jul 29, 2024
Q2 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
1.14MNew |
$56.3M - $61.2M
|
1.14M
$65.2M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
402KNew |
$19.8M - $21.6M
|
402K
$23M
|
|
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
$152M
|
|
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
|
- |
176KNew |
$8.68M - $9.45M
|
176K
$10.1M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
158K+ 32.08% |
$7.8M - $8.49M
|
651K
$37.2M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
113KNew |
$5.57M - $6.06M
|
113K
$6.46M
|
|
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
$8.01M
|
|
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
$6.27M
|
|
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
$8.88M
|
|
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
|
- |
44KNew |
$2.17M - $2.36M
|
44K
$2.52M
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
43.1KNew |
$2.13M - $2.31M
|
43.1K
$2.47M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.6K+ 75.4% |
$2.05M - $2.24M
|
96.9K
$5.54M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.4K+ 16.73% |
$1.4M - $1.53M
|
198K
$11.4M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.3KNew |
$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
$5.53M
|
|
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
|
- |
18.2KNew |
$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
$6.85M
|
|
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
$49.2M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 1.92% |
$798K - $868K
|
860K
$49.2M
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
15.3K+ 15.34% |
$757K - $824K
|
115K
$6.6M
|
|
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
$26.7M
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
13.6K+ 9.84% |
$673K - $733K
|
152K
$8.72M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.4K+ 9.69% |
$660K - $718K
|
151K
$8.66M
|
|
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
|
- |
8.75KNew |
$432K - $470K
|
8.75K
$501K
|
|
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
$6.35M
|