Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
676K+ 285.08% |
$39.6M - $42.9M
|
913K
$54.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
416KNew |
$24.4M - $26.4M
|
416K
$24.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
390K+ 25853.91% |
$22.9M - $24.8M
|
392K
$23.5M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
176KNew |
$10.3M - $11.2M
|
176K
$10.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
153K+ 33.95% |
$9M - $9.74M
|
606K
$36.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 13.75% |
$8.19M - $8.87M
|
1.16M
$69.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
122K+ 492.5% |
$7.17M - $7.77M
|
147K
$8.82M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
111K+ 644.35% |
$6.54M - $7.08M
|
129K
$7.72M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
103K+ 1015.24% |
$6.07M - $6.57M
|
114K
$6.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.8KNew |
$3.74M - $4.05M
|
63.8K
$3.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58K+ 763.81% |
$3.4M - $3.68M
|
65.5K
$3.93M
|
|
|
Nov 10, 2021
Q3 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
54KNew |
$3.17M - $3.43M
|
54K
$3.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
51.4K+ 12.28% |
$3.01M - $3.26M
|
470K
$28.2M
|
|
|
May 26, 2022
Q3 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
49.3K+ 6.92% |
$2.89M - $3.13M
|
762K
$45.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
48.1K+ 1.51% |
$2.82M - $3.05M
|
3.23M
$194M
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
39.8KNew |
$2.33M - $2.52M
|
39.8K
$2.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.3K+ 47.49% |
$2.25M - $2.43M
|
119K
$7.13M
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
35.8K+ 6.99% |
$2.1M - $2.27M
|
548K
$32.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
32KNew |
$1.88M - $2.03M
|
32K
$1.92M
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
30.2K+ 40.42% |
$1.77M - $1.92M
|
105K
$6.29M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
28.7K+ 9.93% |
$1.68M - $1.82M
|
318K
$19.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
BUY
|
- |
24.7K+ 118.76% |
$1.45M - $1.57M
|
45.5K
$2.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
22K+ 60.72% |
$1.29M - $1.39M
|
58.1K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.9K+ 17.81% |
$1.28M - $1.39M
|
145K
$8.68M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
20K+ 6.26% |
$1.17M - $1.27M
|
339K
$20.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$1.11M - $1.2M
|
18.9K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 19.08% |
$1.08M - $1.17M
|
115K
$6.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 426.46% |
$985K - $1.07M
|
20.8K
$1.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
15K+ 6.68% |
$877K - $950K
|
239K
$14.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.7K+ 46.93% |
$860K - $932K
|
45.9K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.6KNew |
$856K - $927K
|
14.6K
$875K
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
14K+ 22.29% |
$822K - $890K
|
76.9K
$4.61M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
12.7K+ 6.9% |
$743K - $805K
|
197K
$11.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2K+ 1.85% |
$713K - $772K
|
669K
$40.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
12.1K+ 55.04% |
$711K - $771K
|
34.2K
$2.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.7K+ 0.79% |
$686K - $743K
|
1.49M
$89.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
10.7K+ 16.88% |
$625K - $677K
|
73.8K
$4.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.6K+ 9.19% |
$620K - $672K
|
126K
$7.53M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10.4K+ 6.17% |
$607K - $657K
|
178K
$10.7M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
10.2K+ 24.0% |
$598K - $648K
|
52.7K
$3.16M
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9.09K+ 25.44% |
$533K - $577K
|
44.8K
$2.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.8K+ 5.03% |
$516K - $558K
|
184K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.89K+ 4.0% |
$463K - $501K
|
205K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.35KNew |
$431K - $467K
|
7.35K
$440K
|
|
|
Nov 12, 2021
Q3 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
6.7K+ 7.99% |
$393K - $425K
|
90.6K
$5.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
6.64KNew |
$389K - $421K
|
6.64K
$398K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.58K+ 21.45% |
$386K - $418K
|
37.3K
$2.23M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.52K+ 1890.14% |
$382K - $414K
|
6.87K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.33K+ 163.47% |
$371K - $402K
|
10.2K
$611K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
5.56K+ 1.69% |
$326K - $353K
|
335K
$20.1M
|