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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
16.4K+ 2.99% |
$968K - $1.11M
|
564K
$32.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.8K+ 13.89% |
$934K - $1.07M
|
129K
$7.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15.7KNew |
$926K - $1.06M
|
15.7K
$901K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.5K+ 7.88% |
$855K - $978K
|
198K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
13.8K+ 5.07% |
$815K - $932K
|
285K
$16.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.5K+ 27.16% |
$738K - $843K
|
58.4K
$3.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.2KNew |
$721K - $824K
|
12.2K
$701K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.2K+ 17.44% |
$664K - $759K
|
75.6K
$4.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11K+ 120.35% |
$650K - $743K
|
20.1K
$1.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
BUY
|
- |
10.5KNew |
$623K - $712K
|
10.5K
$606K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
10.2K+ 9.07% |
$604K - $690K
|
123K
$7.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.56KNew |
$565K - $646K
|
9.56K
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.18K+ 145.14% |
$543K - $620K
|
15.5K
$892K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.04K+ 7.43% |
$534K - $611K
|
131K
$7.52M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
9.03K+ 34.82% |
$534K - $610K
|
35K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.58KNew |
$507K - $580K
|
8.58K
$494K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.54K+ 29.05% |
$505K - $577K
|
37.9K
$2.18M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8.2KNew |
$485K - $554K
|
8.2K
$472K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
8.17K+ 11.07% |
$483K - $552K
|
82K
$4.72M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.41K+ 4.22% |
$438K - $501K
|
183K
$10.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.87KNew |
$406K - $464K
|
6.87K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6K+ 45.21% |
$390K - $446K
|
21.2K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.49K+ 74.46% |
$384K - $439K
|
15.2K
$875K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.38KNew |
$377K - $431K
|
6.38K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.3KNew |
$373K - $426K
|
6.3K
$362K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.25K+ 2.61% |
$370K - $422K
|
245K
$14.1M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.13KNew |
$362K - $414K
|
6.13K
$352K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.93KNew |
$351K - $401K
|
5.93K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.75K+ 2.8% |
$340K - $389K
|
211K
$12.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.58K+ 16.32% |
$330K - $377K
|
39.8K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.45KNew |
$322K - $368K
|
5.45K
$314K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.86K+ 13.04% |
$287K - $328K
|
42.1K
$2.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.79KNew |
$283K - $324K
|
4.79K
$276K
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.7KNew |
$278K - $318K
|
4.7K
$270K
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.54KNew |
$268K - $307K
|
4.54K
$261K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.43KNew |
$262K - $299K
|
4.43K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.33K+ 73.62% |
$256K - $293K
|
10.2K
$588K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.24K+ 3.17% |
$251K - $287K
|
138K
$7.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.02K+ 36581.82% |
$238K - $272K
|
4.04K
$232K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.83KNew |
$226K - $259K
|
3.83K
$220K
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.82KNew |
$226K - $258K
|
3.82K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.75K+ 125066.67% |
$222K - $254K
|
3.76K
$216K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.65KNew |
$216K - $247K
|
3.65K
$210K
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.47KNew |
$205K - $234K
|
3.47K
$199K
|
|
|
Jan 12, 2022
Q4 2021
|
Eastover Investment Advisors LLC
|
BUY
|
- |
3.46KNew |
$205K - $234K
|
3.46K
$199K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.44K+ 41.12% |
$204K - $233K
|
11.8K
$680K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.44KNew |
$203K - $233K
|
3.44K
$198K
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.38KNew |
$200K - $229K
|
3.38K
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.38KNew |
$200K - $228K
|
3.38K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.26K+ 5.1% |
$193K - $220K
|
67.1K
$3.86M
|