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 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.74K- 1.74% |
$86K - $93.6K
|
98.2K
$5.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 9.03% |
$92.3K - $100K
|
18.9K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.9K- 18.14% |
$93.6K - $102K
|
8.56K
$496K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.93K- 11.5% |
$95.4K - $104K
|
14.9K
$863K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.3K- 21.45% |
$113K - $123K
|
8.41K
$488K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.86K- 34.79% |
$141K - $153K
|
5.35K
$311K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.93K- 16.13% |
$145K - $157K
|
15.2K
$884K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.06K- 1.02% |
$151K - $164K
|
296K
$17.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.33K- 95.36% |
$164K - $179K
|
162
$9.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.38K- 20.48% |
$167K - $181K
|
13.1K
$760K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.38K- 42.76% |
$167K - $182K
|
4.53K
$263K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.42K- 28.78% |
$169K - $184K
|
8.47K
$491K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.51K- 13.38% |
$173K - $189K
|
22.8K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.56K- 6.81% |
$176K - $191K
|
48.7K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.75K- 1.89% |
$185K - $201K
|
194K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.1K- 6.01% |
$202K - $220K
|
64.1K
$3.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.22K- 32.64% |
$208K - $227K
|
8.72K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.48K- 39.81% |
$221K - $241K
|
6.78K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.02K- 5.74% |
$248K - $269K
|
82.4K
$4.78M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.04K- 29.25% |
$249K - $271K
|
12.2K
$707K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.22K- 36.23% |
$258K - $280K
|
9.19K
$533K
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-5.23K- 6.81% |
$258K - $281K
|
71.6K
$4.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.27K- 16.85% |
$260K - $283K
|
26K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.74K- 4.92% |
$283K - $308K
|
111K
$6.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.89K- 47.39% |
$291K - $316K
|
6.54K
$379K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-7.4K- 10.27% |
$365K - $398K
|
64.7K
$3.75M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.67K- 17.72% |
$378K - $412K
|
35.6K
$2.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.86K- 6.49% |
$388K - $422K
|
113K
$6.56M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.24K- 40.56% |
$406K - $442K
|
12.1K
$700K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.2K- 3.33% |
$504K - $549K
|
296K
$17.2M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.4K- 18.57% |
$564K - $614K
|
50.1K
$2.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-12.7K- 81.27% |
$627K - $682K
|
2.93K
$170K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-15K- 37.99% |
$741K - $806K
|
24.5K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-15.4K- 58.87% |
$759K - $826K
|
10.8K
$624K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15.6K- 46.06% |
$770K - $838K
|
18.3K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-17.9K- 3.43% |
$883K - $961K
|
505K
$29.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-18.7K- 17.5% |
$924K - $1.01M
|
88.3K
$5.12M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-20.9K- 38.92% |
$1.03M - $1.12M
|
32.8K
$1.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-22K- 9.6% |
$1.09M - $1.18M
|
207K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.6K- 29.5% |
$1.12M - $1.22M
|
54.1K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26K- 9.13% |
$1.28M - $1.4M
|
259K
$15M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.3K- 70.89% |
$1.3M - $1.41M
|
10.8K
$627K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30K- 14.63% |
$1.48M - $1.61M
|
175K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.9K- 43.08% |
$1.58M - $1.72M
|
42.2K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-46K- 71.0% |
$2.27M - $2.47M
|
18.8K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-72K- 64.03% |
$3.55M - $3.87M
|
40.4K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-99.1K- 36.61% |
$4.89M - $5.32M
|
172K
$9.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-130K- 51.27% |
$6.42M - $6.99M
|
124K
$7.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-185K- 88.74% |
$9.13M - $9.93M
|
23.5K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-223K- 54.05% |
$11M - $12M
|
189K
$11M
|