Purchases and Sales Made in Q3 2023 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 2023. 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 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-31- 0.59% |
$1.44K - $1.67K
|
5.19K
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-40- 8.21% |
$1.86K - $2.16K
|
447
$25.8K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 8.21% |
$1.86K - $2.16K
|
447
$25.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-44- 40.37% |
$2.05K - $2.37K
|
65
$3.76K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-46- 0.91% |
$2.14K - $2.48K
|
5K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49- 0.64% |
$2.28K - $2.64K
|
7.58K
$438K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-50- 98.04% |
$2.33K - $2.7K
|
1
$57.8
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-80- 0.94% |
$3.73K - $4.32K
|
8.45K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81- 1.68% |
$3.77K - $4.37K
|
4.75K
$274K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-103- 0.61% |
$4.8K - $5.56K
|
16.8K
$972K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-150- 49.83% |
$6.99K - $8.09K
|
151
$8.73K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-152- 1.61% |
$7.08K - $8.2K
|
9.28K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-160- 2.02% |
$7.46K - $8.63K
|
7.75K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-194- 2.55% |
$9.04K - $10.5K
|
7.43K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-199- 64.82% |
$9.27K - $10.7K
|
108
$6.24K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 20.04% |
$9.32K - $10.8K
|
798
$46.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-203- 1.92% |
$9.46K - $10.9K
|
10.4K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-212- 1.38% |
$9.88K - $11.4K
|
15.2K
$878K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-225- 1.66% |
$10.5K - $12.1K
|
13.4K
$772K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-253- 3.21% |
$11.8K - $13.6K
|
7.63K
$441K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-267- 3.93% |
$12.4K - $14.4K
|
6.52K
$377K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-280- 50.09% |
$13K - $15.1K
|
279
$16.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-280- 6.6% |
$13K - $15.1K
|
3.96K
$229K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-288- 36.36% |
$13.4K - $15.5K
|
504
$29.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-300- 2.95% |
$14K - $16.2K
|
9.88K
$571K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-305- 5.87% |
$14.2K - $16.5K
|
4.89K
$282K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-308- 16.56% |
$14.4K - $16.6K
|
1.55K
$89.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-316- 3.65% |
$14.7K - $17K
|
8.34K
$482K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-351- 2.23% |
$16.4K - $18.9K
|
15.4K
$888K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-374- 4.07% |
$17.4K - $20.2K
|
8.82K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-380- 16.0% |
$17.7K - $20.5K
|
2K
$115K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-428- 2.61% |
$19.9K - $23.1K
|
16K
$923K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-428- 2.61% |
$19.9K - $23.1K
|
16K
$923K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-459- 6.58% |
$21.4K - $24.8K
|
6.52K
$377K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-475- 6.9% |
$22.1K - $25.6K
|
6.41K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-534- 4.11% |
$24.9K - $28.8K
|
12.5K
$720K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-550- 8.49% |
$25.6K - $29.7K
|
5.93K
$343K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-563- 2.84% |
$26.2K - $30.4K
|
19.2K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-640- 5.18% |
$29.8K - $34.5K
|
11.7K
$677K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-651- 3.04% |
$30.3K - $35.1K
|
20.7K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-686- 4.8% |
$32K - $37K
|
13.6K
$787K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-689- 9.28% |
$32.1K - $37.2K
|
6.74K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-746- 3.59% |
$34.8K - $40.2K
|
20.1K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-779- 1.66% |
$36.3K - $42K
|
46.2K
$2.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-837- 6.98% |
$39K - $45.1K
|
11.2K
$644K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-890- 7.46% |
$41.5K - $48K
|
11K
$638K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-930- 6.43% |
$43.3K - $50.2K
|
13.5K
$782K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-935- 17.47% |
$43.6K - $50.4K
|
4.42K
$255K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.01K- 3.11% |
$47.2K - $54.6K
|
31.6K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 5.8% |
$48.2K - $55.8K
|
16.8K
$971K
|