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 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-390- 9.42% |
$22.9K - $24.8K
|
3.75K
$222K
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-399- 0.05% |
$23.4K - $25.3K
|
791K
$46.8M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-447- 85.8% |
$26.2K - $28.4K
|
74
$4.37K
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-471- 8.2% |
$27.6K - $29.9K
|
5.28K
$312K
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-515- 0.9% |
$30.2K - $32.7K
|
56.6K
$3.34M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-606- 5.39% |
$35.5K - $38.5K
|
10.6K
$628K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-624- 4.85% |
$36.6K - $39.6K
|
12.2K
$723K
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
SELL
|
- |
-647- 9.14% |
$37.9K - $41.1K
|
6.43K
$380K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-734- 1.46% |
$43K - $46.6K
|
49.4K
$2.92M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-780- 5.43% |
$45.7K - $49.5K
|
13.6K
$803K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-810- 4.93% |
$47.5K - $51.4K
|
15.6K
$924K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.14K- 1.49% |
$66.5K - $72.1K
|
74.8K
$4.42M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.4K- 1.03% |
$81.8K - $88.6K
|
134K
$7.91M
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.61K- 2.17% |
$94.4K - $102K
|
72.8K
$4.3M
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.63K- 1.32% |
$95.3K - $103K
|
122K
$7.19M
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.7KClosed |
$99.7K - $108K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-1.78KClosed |
$104K - $113K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.79K- 20.43% |
$105K - $114K
|
6.99K
$413K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.12K- 19.58% |
$124K - $135K
|
8.72K
$515K
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.44K- 4.19% |
$143K - $155K
|
55.7K
$3.29M
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.56K- 2.12% |
$150K - $162K
|
118K
$6.96M
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.61K- 6.22% |
$153K - $166K
|
39.4K
$2.33M
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.66K- 5.75% |
$156K - $169K
|
43.7K
$2.58M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-2.67K- 8.53% |
$156K - $169K
|
28.6K
$1.69M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.76K- 35.63% |
$162K - $175K
|
4.98K
$294K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.82KClosed |
$165K - $179K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.89K- 3.27% |
$170K - $184K
|
85.6K
$5.06M
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-2.94K- 2.23% |
$172K - $187K
|
129K
$7.6M
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.27K- 12.65% |
$192K - $208K
|
22.6K
$1.34M
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-3.46KClosed |
$203K - $220K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.94KClosed |
$231K - $250K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.39KClosed |
$257K - $279K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-4.69K- 1.73% |
$275K - $298K
|
267K
$15.8M
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.83K- 6.8% |
$283K - $306K
|
66.2K
$3.91M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.87KClosed |
$285K - $309K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.12K- 44.76% |
$300K - $325K
|
6.32K
$374K
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.8K- 2.09% |
$340K - $368K
|
272K
$16.1M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.62K- 42.14% |
$388K - $420K
|
9.09K
$537K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.68K- 3.91% |
$392K - $424K
|
164K
$9.71M
|
|
Nov 16, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-7.45K- 4.41% |
$437K - $473K
|
162K
$9.55M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8KClosed |
$469K - $508K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.2K- 1.63% |
$598K - $648K
|
616K
$36.4M
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 7.05% |
$672K - $728K
|
151K
$8.93M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.6K- 82.81% |
$680K - $736K
|
2.41K
$142K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.6K- 97.14% |
$797K - $864K
|
400
$23.6K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-14.7K- 33.83% |
$862K - $934K
|
28.8K
$1.7M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.7KClosed |
$982K - $1.06M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22.5KClosed |
$1.32M - $1.43M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.5K- 86.71% |
$1.44M - $1.56M
|
3.76K
$222K
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-28.4KClosed |
$1.67M - $1.81M
|
0
$0
|