Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
409K+ 21.04% |
$19.2M - $24.6M
|
2.35M
$134M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
166K+ 110.75% |
$7.78M - $9.96M
|
316K
$18M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
102KNew |
$4.78M - $6.11M
|
102K
$5.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
72.7K+ 67.69% |
$3.41M - $4.36M
|
180K
$10.3M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
70.8K+ 27.69% |
$3.32M - $4.25M
|
326K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.5K+ 724.95% |
$2.74M - $3.51M
|
66.6K
$3.8M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
51.8KNew |
$2.43M - $3.11M
|
51.8K
$2.96M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
43.2K+ 60.89% |
$2.03M - $2.6M
|
114K
$6.53M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
35.9K+ 244.99% |
$1.68M - $2.16M
|
50.6K
$2.89M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
34.3K+ 183.38% |
$1.61M - $2.06M
|
53K
$3.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.9KNew |
$1.54M - $1.97M
|
32.9K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
32.4KNew |
$1.52M - $1.94M
|
32.4K
$1.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
28.8KNew |
$1.35M - $1.73M
|
28.8K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 3.01% |
$1.27M - $1.62M
|
926K
$52.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
26.7K+ 4.11% |
$1.25M - $1.6M
|
675K
$38.6M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25.1K+ 324.69% |
$1.18M - $1.51M
|
32.9K
$1.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24.3K+ 589.52% |
$1.14M - $1.46M
|
28.4K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.6K+ 9.85% |
$1.11M - $1.42M
|
263K
$15M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23K+ 16.03% |
$1.08M - $1.38M
|
166K
$9.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
22.3K+ 32.22% |
$1.04M - $1.34M
|
91.4K
$5.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
21K+ 204.96% |
$986K - $1.26M
|
31.3K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.2K+ 14.2% |
$948K - $1.21M
|
163K
$9.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
20K+ 4.12% |
$939K - $1.2M
|
506K
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$878K - $1.12M
|
18.7K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
18.2KNew |
$852K - $1.09M
|
18.2K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 2.79% |
$833K - $1.07M
|
655K
$37.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
17.2K+ 24.32% |
$805K - $1.03M
|
87.7K
$5.01M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16.4KNew |
$769K - $984K
|
16.4K
$937K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15.6K+ 475.38% |
$734K - $939K
|
18.9K
$1.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.1K+ 23.76% |
$709K - $907K
|
78.7K
$4.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.4KNew |
$630K - $806K
|
13.4K
$767K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 8.59% |
$620K - $794K
|
167K
$9.54M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
13.2KNew |
$619K - $793K
|
13.2K
$754K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 37.21% |
$618K - $791K
|
48.6K
$2.78M
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
13K+ 3.7% |
$609K - $779K
|
364K
$20.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
11.3K+ 5.22% |
$528K - $676K
|
227K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.9KNew |
$509K - $652K
|
10.9K
$620K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.5K+ 166.79% |
$492K - $629K
|
16.8K
$958K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.3KNew |
$481K - $616K
|
10.3K
$586K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.78KNew |
$459K - $587K
|
9.78K
$559K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.4KNew |
$441K - $564K
|
9.4K
$537K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
9.18K+ 8.63% |
$431K - $551K
|
116K
$6.6M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
9.05K+ 14.59% |
$425K - $544K
|
71.1K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$401K - $513K
|
8.55K
$489K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.35KNew |
$391K - $501K
|
8.35K
$477K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.97K+ 3.15% |
$374K - $478K
|
261K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.51KNew |
$352K - $451K
|
7.51K
$429K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.42KNew |
$348K - $445K
|
7.42K
$424K
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.1K+ 7.28% |
$333K - $426K
|
105K
$5.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.06K+ 8.08% |
$331K - $424K
|
94.5K
$5.4M
|