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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
6.53K+ 1.93% |
$306K - $392K
|
345K
$19.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.21K+ 4.33% |
$291K - $373K
|
149K
$8.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.09K+ 51.68% |
$286K - $366K
|
17.9K
$1.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.06KNew |
$284K - $364K
|
6.06K
$346K
|
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
5.84K+ 14.4% |
$274K - $351K
|
46.4K
$2.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
5.78K+ 18.24% |
$271K - $347K
|
37.5K
$2.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$253K - $324K
|
5.4K
$308K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.4K+ 11.36% |
$253K - $324K
|
52.9K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5.17K+ 9.17% |
$243K - $311K
|
61.6K
$3.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.1KNew |
$239K - $306K
|
5.1K
$292K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.05K+ 6.72% |
$237K - $303K
|
80.2K
$4.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.99K+ 85.03% |
$234K - $299K
|
10.9K
$620K
|
|
|
Oct 05, 2022
Q3 2022
|
Agincourt Capital Management, LLC
|
BUY
|
- |
4.5K+ 2.43% |
$211K - $270K
|
190K
$10.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.27K+ 5.21% |
$200K - $256K
|
86.2K
$4.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3.85KNew |
$181K - $231K
|
3.85K
$220K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.84K+ 4.86% |
$180K - $231K
|
82.8K
$4.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.81K+ 6.93% |
$179K - $229K
|
58.8K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.6K+ 4.19% |
$169K - $216K
|
89.4K
$5.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.55K+ 70.64% |
$166K - $213K
|
8.57K
$490K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.51K+ 12.24% |
$165K - $211K
|
32.2K
$1.84M
|
|
|
Oct 21, 2022
Q3 2022
|
Brown Financial Advisory
|
BUY
|
- |
2.52K+ 6.1% |
$118K - $151K
|
43.8K
$2.5M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.38K+ 2.16% |
$112K - $143K
|
113K
$6.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.23K+ 0.78% |
$104K - $134K
|
288K
$16.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
2.21K+ 6.71% |
$104K - $133K
|
35.2K
$2.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.09K+ 49.7% |
$98K - $125K
|
6.3K
$360K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.03K+ 1.56% |
$95K - $122K
|
131K
$7.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.89K+ 1.89% |
$88.4K - $113K
|
102K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.85KNew |
$86.6K - $111K
|
1.85K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.71KNew |
$80.1K - $103K
|
1.71K
$97.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.56K+ 5.24% |
$73.3K - $93.8K
|
31.4K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.43K+ 1.05% |
$66.9K - $85.7K
|
137K
$7.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.4K+ 10.98% |
$65.8K - $84.2K
|
14.2K
$810K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.39K+ 4.24% |
$65K - $83.2K
|
34.1K
$1.95M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.26K+ 24.18% |
$59.1K - $75.7K
|
6.47K
$370K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.2K+ 2.8% |
$56.2K - $72K
|
44.1K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.17K+ 7.54% |
$54.7K - $70.1K
|
16.7K
$951K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 0.18% |
$53.2K - $68.1K
|
638K
$36.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.04K+ 6.62% |
$49K - $62.7K
|
16.8K
$960K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
943+ 19.71% |
$44.2K - $56.6K
|
5.73K
$327K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
912New |
$42.8K - $54.8K
|
912
$52.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
772+ 20.42% |
$36.2K - $46.4K
|
4.55K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
700+ 5.01% |
$32.8K - $42K
|
14.7K
$838K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
671+ 4.41% |
$31.5K - $40.3K
|
15.9K
$907K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$28.1K - $36K
|
600
$34.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
574+ 659.77% |
$26.9K - $34.5K
|
661
$37.8K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
521New |
$24.4K - $31.3K
|
521
$29.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
490+ 0.58% |
$23K - $29.4K
|
85.6K
$4.89M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
479+ 22.18% |
$22.5K - $28.8K
|
2.64K
$151K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
454New |
$21.3K - $27.3K
|
454
$25.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
450+ 3.26% |
$21.1K - $27K
|
14.3K
$815K
|