Purchases and Sales Made in Q3 2024 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 2024. 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 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
91.8K+ 227.01% |
$4.87M - $5.75M
|
132K
$8.18M
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
38.3K+ 24.66% |
$2.03M - $2.4M
|
194K
$12M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.3K+ 21.26% |
$1.24M - $1.46M
|
133K
$8.22M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.7KNew |
$991K - $1.17M
|
18.7K
$1.15M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.1KNew |
$801K - $946K
|
15.1K
$933K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.59KNew |
$509K - $601K
|
9.59K
$593K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.43K+ 77.99% |
$447K - $528K
|
19.2K
$1.19M
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
3.66KNew |
$194K - $229K
|
3.66K
$226K
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.52KNew |
$187K - $221K
|
3.52K
$218K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.44KNew |
$183K - $216K
|
3.44K
$213K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.43KNew |
$182K - $215K
|
3.43K
$212K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.72K+ 35.25% |
$144K - $170K
|
10.4K
$645K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 19.93% |
$122K - $144K
|
13.8K
$852K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.09K+ 15.12% |
$111K - $131K
|
15.9K
$982K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.76K+ 6.93% |
$93.1K - $110K
|
27.1K
$1.67M
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.45K+ 11.15% |
$77.2K - $91.1K
|
14.5K
$896K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.37K+ 3.4% |
$72.9K - $86.1K
|
41.7K
$2.58M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.3K+ 0.72% |
$69K - $81.5K
|
182K
$11.2M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.12K+ 1.73% |
$59.5K - $70.2K
|
65.8K
$4.07M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
620+ 101.97% |
$32.9K - $38.8K
|
1.23K
$75.9K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
619+ 495.2% |
$32.9K - $38.8K
|
744
$46K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
461+ 1.21% |
$24.5K - $28.9K
|
38.7K
$2.39M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
395+ 15.05% |
$21K - $24.8K
|
3.02K
$187K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
375+ 1.05% |
$19.9K - $23.5K
|
36K
$2.22M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
280+ 71.79% |
$14.9K - $17.5K
|
670
$41.4K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
195+ 1.69% |
$10.3K - $12.2K
|
11.7K
$724K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
167New |
$8.86K - $10.5K
|
167
$10.3K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
131New |
$6.95K - $8.21K
|
131
$8.1K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
60New |
$3.18K - $3.76K
|
60
$3.71K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 2.24% |
$2.23K - $2.63K
|
1.91K
$118K
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
33+ 0.04% |
$1.75K - $2.07K
|
90.8K
$5.61M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
28New |
$1.49K - $1.75K
|
28
$1.73K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.15% |
$318 - $376
|
3.98K
$246K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.27% |
$53.1 - $62.7
|
377
$23.3K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 19.23% |
$265 - $313
|
21
$1.3K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-10- 0.19% |
$531 - $627
|
5.34K
$330K
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-47- 0.2% |
$2.49K - $2.95K
|
23.4K
$1.45M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-64- 0.96% |
$3.4K - $4.01K
|
6.61K
$409K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-74- 1.41% |
$3.93K - $4.64K
|
5.17K
$320K
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-99- 0.81% |
$5.25K - $6.2K
|
12.1K
$748K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-114- 22.4% |
$6.05K - $7.14K
|
395
$24.4K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-140- 2.09% |
$7.43K - $8.77K
|
6.55K
$405K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-161- 1.33% |
$8.54K - $10.1K
|
11.9K
$736K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-161- 98.77% |
$8.54K - $10.1K
|
2
$124
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-205- 1.09% |
$10.9K - $12.8K
|
18.6K
$1.15M
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-251- 0.88% |
$13.3K - $15.7K
|
28.3K
$1.75M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-379- 2.76% |
$20.1K - $23.7K
|
13.3K
$825K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-425- 25.93% |
$22.6K - $26.6K
|
1.21K
$75.1K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-531- 2.91% |
$28.2K - $33.3K
|
17.7K
$1.1M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-573- 1.16% |
$30.4K - $35.9K
|
48.8K
$3.02M
|