Purchases and Sales Made in Q3 2022 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 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 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
366
New
$17.2K - $22K
366 $20.9K
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
363
+ 1.37%
$17K - $21.8K
26.9K $1.53M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
361
New
$16.9K - $21.7K
361 $20.6K
Nov 07, 2022 Q3 2022
Evoke Wealth, LLC

BUY
 -
323
New
$15.1K - $19.4K
323 $18.5K
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
310
+ 2.12%
$14.5K - $18.6K
15K $854K
Oct 18, 2022 Q3 2022
Access Financial Services, Inc.

BUY
 -
277
+ 1.77%
$13K - $16.6K
15.9K $909K
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
268
+ 5.55%
$12.6K - $16.1K
5.1K $291K
Oct 12, 2022 Q3 2022
Simplicity Wealth,Llc

BUY
 -
207
+ 0.99%
$9.71K - $12.4K
21.1K $1.21M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
174
New
$8.16K - $10.4K
174 $9.94K
Oct 28, 2022 Q3 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
145
+ 1.53%
$6.8K - $8.71K
9.61K $549K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
98
+ 1.05%
$4.6K - $5.88K
9.41K $538K
Oct 18, 2022 Q3 2022
Mc Ilrath & Eck, LLC

BUY
 -
90
New
$4.22K - $5.4K
90 $5.14K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
89
New
$4.17K - $5.34K
89 $5.08K
Oct 11, 2022 Q3 2022
Tpg Financial Advisors, LLC

BUY
 -
67
+ 0.04%
$3.14K - $4.02K
151K $8.63M
Nov 14, 2022 Q3 2022
Cordant, Inc.

Portland, OR
BUY
 -
59
New
$2.77K - $3.54K
59 $3.37K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
57
New
$2.67K - $3.42K
57 $3.26K
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
53
+ 0.66%
$2.49K - $3.18K
8.08K $461K
Nov 09, 2022 Q3 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
45
New
$2.11K - $2.7K
45 $2.57K
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
41
+ 0.63%
$1.92K - $2.46K
6.52K $372K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
39
+ 1.28%
$1.83K - $2.34K
3.08K $176K
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
27
New
$1.27K - $1.62K
27 $1.54K
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
27
New
$1.27K - $1.62K
27 $1.54K
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
21
+ 42.86%
$985 - $1.26K
70 $4K
Nov 18, 2022 Q3 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
18
+ 0.52%
$844 - $1.08K
3.51K $200K
Nov 14, 2022 Q3 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
12
+ 0.29%
$563 - $720
4.22K $241K
Oct 11, 2022 Q3 2022
Arkansas Financial Group, Inc.

BUY
 -
10
+ 0.23%
$469 - $600
4.31K $246K
Oct 24, 2022 Q3 2022
Old Second National Bank Of Aurora

BUY
 -
9
+ 1.05%
$422 - $540
870 $49.7K
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
8
+ 0.48%
$375 - $480
1.69K $96.6K
Oct 13, 2022 Q3 2022
Rvw Wealth, LLC

BUY
 -
8
+ 0.04%
$375 - $480
22.6K $1.29M
Nov 09, 2022 Q3 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
6
New
$281 - $360
6 $343
Nov 10, 2022 Q3 2022
Investors Research Corp

BUY
 -
3
+ 1.04%
$141 - $180
292 $16.7K
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

BUY
 -
3
+ 0.32%
$141 - $180
938 $53.6K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
2
+ 0.01%
$93.8 - $120
25K $1.43M
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
1
+ 0.74%
$46.9 - $60
136 $7.77K
Nov 02, 2022 Q3 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1
+ 3.45%
$46.9 - $60
30 $1.71K
Nov 08, 2022 Q3 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
1
+ 16.67%
$46.9 - $60
7 $400
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

SELL
 -
-1
- 33.33%
$46.9 - $60
2 $114
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-2
- 0.69%
$93.8 - $120
288 $16.5K
Oct 14, 2022 Q3 2022
Gradient Investments LLC

SELL
 -
-4
- 3.92%
$188 - $240
98 $5.6K
Nov 03, 2022 Q3 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-5
- 9.43%
$235 - $300
48 $2.74K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-8
- 0.56%
$375 - $480
1.41K $80.4K
Nov 04, 2022 Q3 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-8
- 1.66%
$375 - $480
474 $27.1K
Nov 14, 2022 Q3 2022
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-10
- 0.1%
$469 - $600
9.96K $569K
Nov 14, 2022 Q3 2022
Biltmore Wealth Management, LLC

SELL
 -
-26
- 0.02%
$1.22K - $1.56K
155K $8.87M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-35
- 0.39%
$1.64K - $2.1K
8.86K $506K
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-53
- 0.43%
$2.49K - $3.18K
12.2K $697K
Dec 12, 2022 Q3 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-58
- 0.6%
$2.72K - $3.48K
9.58K $547K
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-78
- 1.11%
$3.66K - $4.68K
6.98K $399K

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