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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-25- 0.21% |
$1.23K - $1.34K
|
11.7K
$668K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 1.32% |
$1.23K - $1.34K
|
1.87K
$107K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-35- 0.04% |
$1.73K - $1.88K
|
98.1K
$5.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-51- 0.09% |
$2.52K - $2.74K
|
57.1K
$3.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-54- 2.54% |
$2.66K - $2.9K
|
2.07K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-63- 0.66% |
$3.11K - $3.38K
|
9.48K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-72- 0.22% |
$3.55K - $3.87K
|
32K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-78- 11.11% |
$3.85K - $4.19K
|
624
$35.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-107- 80.45% |
$5.28K - $5.75K
|
26
$1.49K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-122- 1.79% |
$6.02K - $6.55K
|
6.68K
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-146- 0.19% |
$7.21K - $7.84K
|
76.1K
$4.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-174- 1.93% |
$8.59K - $9.34K
|
8.82K
$504K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-179- 3.3% |
$8.83K - $9.61K
|
5.24K
$300K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-211- 11.41% |
$10.4K - $11.3K
|
1.64K
$93.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-218- 3.13% |
$10.8K - $11.7K
|
6.76K
$386K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-246Closed |
$12.1K - $13.2K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-305- 8.44% |
$15.1K - $16.4K
|
3.31K
$189K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-310- 4.18% |
$15.3K - $16.6K
|
7.1K
$406K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-321- 3.1% |
$15.8K - $17.2K
|
10K
$573K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-337- 16.96% |
$16.6K - $18.1K
|
1.65K
$94.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-347- 5.69% |
$17.1K - $18.6K
|
5.75K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-347- 1.34% |
$17.1K - $18.6K
|
25.5K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-373- 41.68% |
$18.4K - $20K
|
522
$29.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-373- 6.48% |
$18.4K - $20K
|
5.39K
$308K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-383- 8.47% |
$18.9K - $20.6K
|
4.14K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-393- 2.99% |
$19.4K - $21.1K
|
12.7K
$728K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-402- 3.75% |
$19.8K - $21.6K
|
10.3K
$590K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-423- 24.47% |
$20.9K - $22.7K
|
1.31K
$74.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-436- 4.01% |
$21.5K - $23.4K
|
10.4K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-462- 7.6% |
$22.8K - $24.8K
|
5.61K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-532- 35.7% |
$26.3K - $28.6K
|
958
$54.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-535- 4.5% |
$26.4K - $28.7K
|
11.4K
$649K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-555- 4.08% |
$27.4K - $29.8K
|
13K
$745K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-579- 2.73% |
$28.6K - $31.1K
|
20.7K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-640- 1.81% |
$31.6K - $34.4K
|
34.7K
$1.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-674- 5.54% |
$33.3K - $36.2K
|
11.5K
$657K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-698- 4.38% |
$34.4K - $37.5K
|
15.2K
$871K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-700- 14.02% |
$34.5K - $37.6K
|
4.29K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-713- 16.27% |
$35.2K - $38.3K
|
3.67K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-743- 33.02% |
$36.7K - $39.9K
|
1.51K
$86.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-751- 42.99% |
$37.1K - $40.3K
|
996
$56.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-801- 5.07% |
$39.5K - $43K
|
15K
$857K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-822- 0.28% |
$40.6K - $44.1K
|
288K
$16.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-925- 13.22% |
$45.6K - $49.7K
|
6.07K
$347K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.12K- 55.27% |
$55.1K - $60K
|
904
$51.6K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.22K- 3.09% |
$60.1K - $65.4K
|
38.2K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 8.04% |
$71.1K - $77.4K
|
16.5K
$941K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 3.23% |
$72.9K - $79.3K
|
44.3K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 4.72% |
$74.5K - $81K
|
30.5K
$1.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.56K- 3.71% |
$76.8K - $83.6K
|
40.4K
$2.31M
|