Purchases and Sales Made in Q3 2021 in Ishares Core U.S. Reit ETF (USRT)

USRT Quotes by TradingView

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
May 26, 2023 Q3 2021
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
5.4K
+ 4.38%
$316K - $343K
129K $7.61M
Mar 07, 2022 Q3 2021
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
4.68K
New
$274K - $297K
4.68K $277K
Nov 02, 2021 Q3 2021
Tectonic Advisors LLC

Plano, TX
BUY
 -
4.58K
+ 3.29%
$268K - $291K
144K $8.5M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.39K
New
$257K - $279K
4.39K $259K
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
4.37K
New
$256K - $278K
4.37K $258K
Oct 14, 2021 Q3 2021
Forvis Wealth Advisors, LLC

BUY
 -
4.24K
New
$249K - $269K
4.24K $251K
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
3.81K
+ 14.9%
$223K - $242K
29.4K $1.74M
Oct 18, 2021 Q3 2021
Crew Capital Management, Ltd.

BUY
 -
3.76K
New
$220K - $238K
3.76K $222K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.24K
+ 2.98%
$190K - $206K
112K $6.62M
Nov 12, 2021 Q3 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
3.19K
+ 87.75%
$187K - $202K
6.82K $403K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
3.15K
+ 47.08%
$185K - $200K
9.85K $582K
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.25K
New
$132K - $143K
2.25K $133K
Oct 25, 2021 Q3 2021
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
1.82K
+ 4.22%
$106K - $115K
44.8K $2.65M
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
1.8K
+ 900.5%
$106K - $114K
2K $118K
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
1.8K
+ 900.5%
$106K - $114K
2K $118K
Oct 14, 2021 Q3 2021
Procyon Advisors, LLC

BUY
 -
1.7K
+ 1.64%
$99.9K - $108K
106K $6.25M
Nov 01, 2021 Q3 2021
Moisand Fitzgerald Tamayo, LLC

BUY
 -
1.69K
+ 2.02%
$99.1K - $107K
85.3K $5.04M
Oct 18, 2024 Q3 2021
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
1.67K
+ 1.76%
$98K - $106K
96.7K $5.71M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.53K
+ 5.61%
$89.7K - $97.1K
28.8K $1.7M
Nov 12, 2021 Q3 2021
Capital Advisors, Ltd. LLC

BUY
 -
1.31K
+ 53.96%
$76.7K - $83K
3.73K $221K
Nov 12, 2021 Q3 2021
Cordasco Financial Network

BUY
 -
1.27K
+ 6.81%
$74.3K - $80.4K
19.9K $1.17M
Oct 13, 2021 Q3 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
1.1K
+ 2.1%
$64.2K - $69.6K
53.3K $3.15M
Nov 16, 2021 Q3 2021
E Rn Financial, LLC

BUY
 -
1.04K
+ 0.65%
$61.1K - $66.2K
160K $9.47M
Nov 12, 2021 Q3 2021
Macquarie Group LTD

Australia, C3
BUY
 -
720
+ 45.0%
$42.2K - $45.7K
2.32K $137K
Oct 14, 2021 Q3 2021
Beam Wealth Advisors, Inc.

BUY
 -
664
+ 5.28%
$38.9K - $42.2K
13.2K $783K
Nov 12, 2021 Q3 2021
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
654
+ 9.33%
$38.3K - $41.5K
7.66K $453K
Nov 05, 2021 Q3 2021
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
600
+ 78.95%
$35.2K - $38.1K
1.36K $80.4K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
590
+ 7.58%
$34.6K - $37.5K
8.38K $495K
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
577
+ 5.01%
$33.8K - $36.6K
12.1K $714K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
517
+ 0.65%
$30.3K - $32.8K
80.6K $4.76M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
510
+ 30.14%
$29.9K - $32.4K
2.2K $130K
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
500
New
$29.3K - $31.7K
500 $29.5K
Nov 15, 2021 Q3 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
496
+ 2.12%
$29.1K - $31.5K
23.9K $1.41M
Nov 22, 2021 Q3 2021
Comerica Bank

BUY
 -
490
+ 1.93%
$28.7K - $31.1K
25.9K $1.53M
Oct 28, 2021 Q3 2021
Sterling Financial Planning, Inc.

BUY
 -
400
New
$23.4K - $25.4K
400 $23.6K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
378
+ 18.93%
$22.2K - $24K
2.38K $140K
Nov 12, 2021 Q3 2021
Windsor Capital Management, LLC

BUY
 -
316
+ 0.78%
$18.5K - $20.1K
40.8K $2.41M
Oct 19, 2021 Q3 2021
Mitsubishi Ufj Asset Management (Uk) Ltd.

BUY
 -
300
+ 0.49%
$17.6K - $19K
62.1K $3.67M
Oct 08, 2021 Q3 2021
Hbw Advisory Services LLC

BUY
 -
300
+ 1.95%
$17.6K - $19K
15.7K $929K
Oct 22, 2021 Q3 2021
Monument Capital Management

BUY
 -
286
+ 0.91%
$16.8K - $18.2K
31.7K $1.87M
Apr 19, 2024 Q3 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
226
+ 3.93%
$13.2K - $14.3K
5.98K $353K
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
167
New
$9.79K - $10.6K
167 $9.87K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
151
+ 42.66%
$8.85K - $9.59K
505 $29.8K
Nov 03, 2021 Q3 2021
Navalign, LLC

BUY
 -
147
+ 1.05%
$8.62K - $9.33K
14.1K $836K
Oct 20, 2021 Q3 2021
Brown Financial Advisory

BUY
 -
135
+ 0.31%
$7.91K - $8.57K
44.1K $2.61M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
132
+ 0.21%
$7.74K - $8.38K
64.4K $3.8M
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
132
New
$7.74K - $8.38K
132 $7.8K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
130
+ 0.4%
$7.62K - $8.25K
32.5K $1.92M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
112
+ 0.9%
$6.57K - $7.11K
12.6K $745K

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