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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
33New |
$1.75K - $2.07K
|
33
$1.82K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
33+ 0.04% |
$1.75K - $2.07K
|
90.8K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30New |
$1.59K - $1.88K
|
30
$1.65K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
28New |
$1.49K - $1.75K
|
28
$1.54K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
28+ 0.25% |
$1.49K - $1.75K
|
11.4K
$628K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
25+ 23.81% |
$1.33K - $1.57K
|
130
$7.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
24+ 0.25% |
$1.27K - $1.5K
|
9.51K
$524K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21+ 0.28% |
$1.11K - $1.32K
|
7.44K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20+ 0.19% |
$1.06K - $1.25K
|
10.5K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 43.18% |
$1.01K - $1.19K
|
63
$3.47K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.06% |
$902 - $1.07K
|
26.7K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 0.77% |
$796 - $940
|
1.96K
$108K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8+ 0.04% |
$425 - $501
|
19.6K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.15% |
$318 - $376
|
3.98K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.0% |
$265 - $313
|
505
$27.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4+ 0.05% |
$212 - $251
|
8.41K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 0.95% |
$212 - $251
|
425
$23.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.77% |
$212 - $251
|
526
$29K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
2+ 0.62% |
$106 - $125
|
325
$17.9K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.1% |
$53.1 - $62.7
|
92
$5.07K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.27% |
$53.1 - $62.7
|
377
$20.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.45% |
$106 - $125
|
444
$24.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 19.23% |
$265 - $313
|
21
$1.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-8- 0.1% |
$425 - $501
|
7.83K
$431K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-10- 0.19% |
$531 - $627
|
5.34K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 0.63% |
$1.22K - $1.44K
|
3.65K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-26- 0.53% |
$1.38K - $1.63K
|
4.84K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-39- 0.72% |
$2.07K - $2.44K
|
5.36K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-43- 0.19% |
$2.28K - $2.69K
|
23.2K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-47- 0.2% |
$2.49K - $2.95K
|
23.4K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 3.6% |
$2.49K - $2.95K
|
1.26K
$69.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-48- 0.84% |
$2.55K - $3.01K
|
5.66K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-52- 0.61% |
$2.76K - $3.26K
|
8.51K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-59- 0.55% |
$3.13K - $3.7K
|
10.6K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-64- 0.66% |
$3.4K - $4.01K
|
9.65K
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-64- 0.96% |
$3.4K - $4.01K
|
6.61K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 4.31% |
$3.45K - $4.07K
|
1.44K
$79.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-74- 1.41% |
$3.93K - $4.64K
|
5.17K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-80- 11.43% |
$4.25K - $5.01K
|
620
$34.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-96- 2.15% |
$5.09K - $6.02K
|
4.38K
$241K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-99- 0.81% |
$5.25K - $6.2K
|
12.1K
$667K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-114- 22.4% |
$6.05K - $7.14K
|
395
$21.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-130- 0.06% |
$6.9K - $8.15K
|
217K
$12M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-140- 2.09% |
$7.43K - $8.77K
|
6.55K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-160- 4.12% |
$8.49K - $10K
|
3.73K
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-161- 98.77% |
$8.54K - $10.1K
|
2
$110
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-161- 1.33% |
$8.54K - $10.1K
|
11.9K
$657K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-169- 6.54% |
$8.97K - $10.6K
|
2.42K
$133K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-178- 0.16% |
$9.45K - $11.2K
|
113K
$6.23M
|