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 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.37K+ 1.12% |
$364K - $396K
|
664K
$38M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.16K+ 1.62% |
$353K - $385K
|
450K
$25.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.15K+ 1.27% |
$353K - $384K
|
569K
$32.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.77K+ 18.29% |
$334K - $363K
|
43.8K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.74K+ 100.72% |
$333K - $362K
|
13.4K
$769K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
6.31K+ 8.28% |
$311K - $339K
|
82.5K
$4.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
5.85K+ 18.07% |
$289K - $314K
|
38.2K
$2.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.71KNew |
$282K - $306K
|
5.71K
$326K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.54K+ 2.53% |
$273K - $297K
|
225K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.44K+ 2.57% |
$268K - $292K
|
217K
$12.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.17K+ 28.7% |
$255K - $278K
|
23.2K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5K+ 70.48% |
$247K - $269K
|
12.1K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.89K+ 58.01% |
$241K - $262K
|
13.3K
$761K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.81K+ 53.97% |
$237K - $258K
|
13.7K
$785K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4.8K+ 10.77% |
$237K - $258K
|
49.4K
$2.82M
|
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.79KNew |
$236K - $257K
|
4.79K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.25K+ 78.03% |
$210K - $228K
|
9.69K
$554K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
4.21KNew |
$208K - $226K
|
4.21K
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.01K+ 7.25% |
$198K - $215K
|
59.2K
$3.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.93K+ 3.87% |
$194K - $211K
|
105K
$6.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.89KNew |
$192K - $209K
|
3.89K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.82KNew |
$188K - $205K
|
3.82K
$218K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.8K+ 2.08% |
$188K - $204K
|
187K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.97K+ 4.26% |
$147K - $159K
|
72.7K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.48K+ 34.28% |
$122K - $133K
|
9.71K
$555K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.25K+ 3.6% |
$111K - $121K
|
64.6K
$3.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.99K+ 34.67% |
$98K - $107K
|
7.71K
$441K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.95K+ 295.16% |
$96.3K - $105K
|
2.61K
$149K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.92K+ 8.72% |
$94.7K - $103K
|
23.9K
$1.37M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.76K+ 10.32% |
$86.7K - $94.3K
|
18.8K
$1.07M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.6K+ 466.47% |
$79K - $85.9K
|
1.94K
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.5K+ 6.91% |
$74K - $80.6K
|
23.2K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.49K+ 26.8% |
$73.5K - $80K
|
7.05K
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 5.73% |
$71.3K - $77.5K
|
26.6K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.31K+ 6.0% |
$64.7K - $70.5K
|
23.2K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.22K+ 33.12% |
$60K - $65.3K
|
4.89K
$280K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.17K+ 10.71% |
$57.5K - $62.6K
|
12.1K
$690K
|
|
|
Jul 08, 2024
Q2 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
1.15K+ 0.57% |
$56.8K - $61.8K
|
202K
$11.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.02K+ 1.14% |
$50.3K - $54.8K
|
90.8K
$5.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
997+ 1.18% |
$49.2K - $53.5K
|
85.2K
$4.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
992+ 62.27% |
$49K - $53.3K
|
2.59K
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
906New |
$44.7K - $48.7K
|
906
$51.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
901+ 1.61% |
$44.5K - $48.4K
|
57K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
853+ 11.32% |
$42.1K - $45.8K
|
8.39K
$480K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
829+ 7.79% |
$40.9K - $44.5K
|
11.5K
$656K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
805+ 4.14% |
$39.7K - $43.2K
|
20.3K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
803+ 14.54% |
$39.6K - $43.1K
|
6.33K
$362K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
774+ 41.84% |
$38.2K - $41.6K
|
2.62K
$150K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
608New |
$30K - $32.6K
|
608
$34.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
553+ 8.05% |
$27.3K - $29.7K
|
7.42K
$425K
|