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 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.21K- 4.41% |
$117K - $139K
|
47.9K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.23K- 8.59% |
$119K - $140K
|
23.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.25K- 4.17% |
$120K - $141K
|
51.8K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.32K- 17.99% |
$123K - $146K
|
10.6K
$584K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.52K- 16.55% |
$134K - $158K
|
12.7K
$701K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.55K- 26.35% |
$135K - $160K
|
7.14K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.65K- 11.42% |
$140K - $166K
|
20.5K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 1.3% |
$141K - $167K
|
202K
$11.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.92K- 41.91% |
$155K - $183K
|
4.05K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3K- 3.06% |
$159K - $188K
|
95.2K
$5.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.38K- 0.59% |
$179K - $212K
|
566K
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.61K- 15.17% |
$192K - $226K
|
20.2K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.87K- 3.43% |
$206K - $243K
|
109K
$6.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.52K- 5.31% |
$240K - $283K
|
80.7K
$4.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-4.56K- 18.62% |
$242K - $286K
|
19.9K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.06K- 5.16% |
$269K - $317K
|
93K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.11K- 33.55% |
$324K - $383K
|
12.1K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.51K- 7.9% |
$346K - $408K
|
75.9K
$4.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.57K- 1.69% |
$349K - $411K
|
382K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.65K- 13.65% |
$353K - $417K
|
42.1K
$2.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.67K- 2.97% |
$354K - $418K
|
218K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-7.15K- 9.99% |
$379K - $448K
|
64.4K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.5K- 2.53% |
$398K - $470K
|
290K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.82K- 5.16% |
$415K - $490K
|
144K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.31K- 10.92% |
$441K - $521K
|
67.8K
$3.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-10.9K- 3.4% |
$581K - $686K
|
311K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.1K- 64.59% |
$644K - $760K
|
6.65K
$367K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.9K- 2.83% |
$793K - $937K
|
513K
$28.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-15K- 9.84% |
$796K - $939K
|
137K
$7.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-15.6K- 4.42% |
$825K - $974K
|
336K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.1K- 84.59% |
$1.07M - $1.26M
|
3.66K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-21.7K- 26.25% |
$1.15M - $1.36M
|
60.8K
$3.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-27.8K- 13.43% |
$1.48M - $1.74M
|
179K
$9.88M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-30.7K- 8.15% |
$1.63M - $1.92M
|
346K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.5K- 13.37% |
$1.67M - $1.97M
|
204K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-32.2K- 84.45% |
$1.71M - $2.02M
|
5.93K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-33.6K- 76.48% |
$1.78M - $2.11M
|
10.3K
$570K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.5K- 5.31% |
$1.83M - $2.16M
|
616K
$34M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-75.3K- 16.16% |
$4M - $4.72M
|
391K
$21.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-91.3K- 49.55% |
$4.84M - $5.72M
|
93K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-120K- 7.0% |
$6.39M - $7.54M
|
1.6M
$88.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-129K- 75.34% |
$6.86M - $8.11M
|
42.3K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-138K- 30.65% |
$7.32M - $8.64M
|
312K
$17.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-257K- 86.9% |
$13.6M - $16.1M
|
38.7K
$2.13M
|