Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
520KNew |
$30.8M - $35.2M
|
520K
$29.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
504K+ 1801.81% |
$29.8M - $34M
|
532K
$30.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Agincourt Capital Management, LLC
|
BUY
|
- |
370KNew |
$21.9M - $25M
|
370K
$21.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
241K+ 7.45% |
$14.2M - $16.3M
|
3.47M
$199M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
224K+ 66.95% |
$13.3M - $15.2M
|
559K
$32M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
221KNew |
$13M - $14.9M
|
221K
$12.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
215K+ 130.77% |
$12.7M - $14.5M
|
379K
$21.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
209KNew |
$12.4M - $14.1M
|
209K
$12M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
179KNew |
$10.6M - $12.1M
|
179K
$10.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
163KNew |
$9.64M - $11M
|
163K
$9.34M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
155KNew |
$9.19M - $10.5M
|
155K
$8.91M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
144KNew |
$8.52M - $9.74M
|
144K
$8.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
128KNew |
$7.58M - $8.66M
|
128K
$7.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
121KNew |
$7.15M - $8.18M
|
121K
$6.93M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
119K+ 30.36% |
$7.04M - $8.04M
|
511K
$29.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
111K+ 252.98% |
$6.54M - $7.47M
|
154K
$8.84M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
79.5KNew |
$4.7M - $5.37M
|
79.5K
$4.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.3K+ 18.83% |
$4.63M - $5.29M
|
494K
$28.3M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
73.7KNew |
$4.36M - $4.98M
|
73.7K
$4.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
73.7K+ 164.5% |
$4.36M - $4.98M
|
119K
$6.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
66.6K+ 8.41% |
$3.94M - $4.5M
|
858K
$49.2M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
63.1KNew |
$3.73M - $4.26M
|
63.1K
$3.62M
|
|
|
May 26, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
55.9K+ 8.12% |
$3.3M - $3.78M
|
744K
$42.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
53.2K+ 91.61% |
$3.15M - $3.6M
|
111K
$6.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
53.1KNew |
$3.14M - $3.59M
|
53.1K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
46.8KNew |
$2.77M - $3.17M
|
46.8K
$2.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.7K+ 31.04% |
$2.7M - $3.09M
|
193K
$11.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
42.4KNew |
$2.51M - $2.87M
|
42.4K
$2.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
42.2KNew |
$2.5M - $2.85M
|
42.2K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.7K+ 33.38% |
$2.35M - $2.69M
|
159K
$9.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33K+ 5.44% |
$1.95M - $2.23M
|
639K
$36.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.4K+ 22.38% |
$1.92M - $2.19M
|
177K
$10.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.6K+ 2.64% |
$1.81M - $2.07M
|
1.19M
$68M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29.2KNew |
$1.72M - $1.97M
|
29.2K
$1.67M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.9K+ 24.22% |
$1.65M - $1.89M
|
143K
$8.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.7K+ 4.0% |
$1.58M - $1.81M
|
696K
$39.9M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
24.8KNew |
$1.47M - $1.68M
|
24.8K
$1.42M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
24.6KNew |
$1.46M - $1.67M
|
24.6K
$1.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
24K+ 7.54% |
$1.42M - $1.62M
|
342K
$19.6M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.6KNew |
$1.16M - $1.33M
|
19.6K
$1.12M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
19K+ 24.76% |
$1.13M - $1.29M
|
96K
$5.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 14.51% |
$1.1M - $1.26M
|
147K
$8.45M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
18.6KNew |
$1.1M - $1.26M
|
18.6K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18.2K+ 2.95% |
$1.08M - $1.23M
|
634K
$36.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
17.8K+ 5.24% |
$1.05M - $1.2M
|
357K
$20.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
17.6K+ 39.23% |
$1.04M - $1.19M
|
62.4K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.9KNew |
$1M - $1.15M
|
16.9K
$971K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.9K+ 25.83% |
$1M - $1.14M
|
82.5K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.8K+ 20.83% |
$993K - $1.14M
|
97.4K
$5.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
16.4K+ 102.67% |
$973K - $1.11M
|
32.5K
$1.86M
|