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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
92New |
$5.39K - $5.84K
|
92
$5.21K
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
80+ 1.01% |
$4.69K - $5.08K
|
8K
$453K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
75New |
$4.4K - $4.76K
|
75
$4.24K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
65+ 0.67% |
$3.81K - $4.13K
|
9.74K
$551K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
49New |
$2.87K - $3.11K
|
49
$2.77K
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
48+ 2.64% |
$2.81K - $3.05K
|
1.87K
$106K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
43+ 0.43% |
$2.52K - $2.73K
|
10K
$567K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
43+ 42.16% |
$2.52K - $2.73K
|
145
$8.21K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43+ 0.59% |
$2.52K - $2.73K
|
7.29K
$413K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
41+ 8.51% |
$2.4K - $2.6K
|
523
$29.6K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
39New |
$2.29K - $2.48K
|
39
$2.21K
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
27+ 3.35% |
$1.58K - $1.71K
|
834
$47.2K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27+ 18.37% |
$1.58K - $1.71K
|
174
$9.85K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11New |
$645 - $698
|
11
$622
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$352 - $381
|
6
$340
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.54% |
$293 - $317
|
930
$52.6K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
4+ 0.41% |
$234 - $254
|
979
$55.4K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$176 - $190
|
3
$170
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2+ 0.42% |
$117 - $127
|
482
$27.3K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.02% |
$58.6 - $63.5
|
4.2K
$238K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-7- 2.79% |
$410 - $444
|
244
$13.8K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-18- 0.46% |
$1.06K - $1.14K
|
3.91K
$221K
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-38- 1.0% |
$2.23K - $2.41K
|
3.78K
$214K
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
SELL
|
- |
-48- 0.35% |
$2.81K - $3.05K
|
13.7K
$774K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-53- 3.42% |
$3.11K - $3.36K
|
1.5K
$84.8K
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-61- 1.4% |
$3.58K - $3.87K
|
4.3K
$243K
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-90- 0.37% |
$5.28K - $5.71K
|
24.2K
$1.37M
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-94- 0.41% |
$5.51K - $5.97K
|
22.7K
$1.29M
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-100- 24.69% |
$5.86K - $6.35K
|
305
$17.3K
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-108- 2.53% |
$6.33K - $6.86K
|
4.16K
$235K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-115- 1.92% |
$6.74K - $7.3K
|
5.89K
$333K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-120- 3.03% |
$7.03K - $7.62K
|
3.84K
$217K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-128Closed |
$7.5K - $8.13K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-137- 0.49% |
$8.03K - $8.7K
|
28.1K
$1.59M
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-153- 7.1% |
$8.97K - $9.71K
|
2K
$113K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-157- 3.19% |
$9.2K - $9.97K
|
4.77K
$270K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-157- 3.19% |
$9.2K - $9.97K
|
4.77K
$270K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-160- 1.3% |
$9.38K - $10.2K
|
12.2K
$688K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-193Closed |
$11.3K - $12.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-217- 3.42% |
$12.7K - $13.8K
|
6.13K
$347K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-218- 17.81% |
$12.8K - $13.8K
|
1.01K
$56.9K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-225Closed |
$13.2K - $14.3K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-282- 2.85% |
$16.5K - $17.9K
|
9.62K
$544K
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-284- 15.98% |
$16.6K - $18K
|
1.49K
$84.5K
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-326- 0.53% |
$19.1K - $20.7K
|
61.3K
$3.47M
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-351- 0.77% |
$20.6K - $22.3K
|
45.4K
$2.57M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-364- 3.93% |
$21.3K - $23.1K
|
8.9K
$503K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-385- 8.37% |
$22.6K - $24.4K
|
4.21K
$238K
|