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 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
3.24KNew |
$192K - $219K
|
3.24K
$186K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.15KNew |
$186K - $213K
|
3.15K
$181K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.11KNew |
$184K - $210K
|
3.11K
$179K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.07KNew |
$182K - $208K
|
3.07K
$177K
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.07K+ 1.72% |
$181K - $207K
|
181K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.01KNew |
$178K - $203K
|
3.01K
$173K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.99KNew |
$177K - $202K
|
2.99K
$172K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
2.96KNew |
$175K - $200K
|
2.96K
$170K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.9K+ 213.24% |
$171K - $196K
|
4.26K
$245K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.33K+ 15.22% |
$138K - $157K
|
17.6K
$1.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
2.33K+ 4.12% |
$138K - $157K
|
58.9K
$3.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.17K+ 4.78% |
$128K - $147K
|
47.5K
$2.73M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.14KNew |
$127K - $145K
|
2.14K
$123K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2K+ 27.45% |
$118K - $135K
|
9.29K
$535K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.69K+ 4.14% |
$99.9K - $114K
|
42.4K
$2.44M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.67KNew |
$98.6K - $113K
|
1.67K
$95.9K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.55KNew |
$91.4K - $104K
|
1.55K
$88.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.38K+ 1.07% |
$81.4K - $93K
|
130K
$7.49M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.26K+ 28.74% |
$74.3K - $85K
|
5.63K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.19K+ 13.4% |
$70.5K - $80.6K
|
10.1K
$580K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.17K+ 15.22% |
$68.9K - $78.8K
|
8.83K
$508K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.09K+ 9.02% |
$64.5K - $73.7K
|
13.2K
$758K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
884+ 1.79% |
$52.3K - $59.7K
|
50.3K
$2.89M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
840+ 11.5% |
$49.7K - $56.8K
|
8.14K
$469K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
803New |
$47.5K - $54.3K
|
803
$46.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
744+ 7.29% |
$44K - $50.3K
|
10.9K
$630K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
717+ 31.84% |
$42.4K - $48.5K
|
2.97K
$171K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
691New |
$40.9K - $46.7K
|
691
$39.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
691+ 2.16% |
$40.9K - $46.7K
|
32.7K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
680New |
$40.2K - $46K
|
680
$39.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
500+ 133.69% |
$29.6K - $33.8K
|
874
$50.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
492New |
$29.1K - $33.3K
|
492
$28.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
439+ 6.39% |
$26K - $29.7K
|
7.31K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
375+ 3.81% |
$22.2K - $25.3K
|
10.2K
$588K
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
310+ 13.36% |
$18.3K - $21K
|
2.63K
$151K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
305+ 2.27% |
$18K - $20.6K
|
13.7K
$789K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
298+ 7.07% |
$17.6K - $20.1K
|
4.51K
$260K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
295+ 2.23% |
$17.4K - $19.9K
|
13.5K
$779K
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
279New |
$16.5K - $18.9K
|
279
$16.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
225New |
$13.3K - $15.2K
|
225
$12.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
195+ 4.6% |
$11.5K - $13.2K
|
4.44K
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
192+ 4.37% |
$11.4K - $13K
|
4.58K
$264K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
170+ 20.38% |
$10.1K - $11.5K
|
1K
$57.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
148+ 2.23% |
$8.75K - $10K
|
6.78K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
130New |
$7.69K - $8.79K
|
130
$7.48K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
111+ 0.88% |
$6.56K - $7.5K
|
12.7K
$732K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
110+ 1.13% |
$6.5K - $7.43K
|
9.85K
$566K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
97+ 0.62% |
$5.74K - $6.56K
|
15.8K
$910K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
88New |
$5.2K - $5.95K
|
88
$5.06K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
67+ 6700.0% |
$3.96K - $4.53K
|
68
$3.91K
|