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 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-400Closed |
$23.7K - $27K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-400Closed |
$23.7K - $27K
|
0
$0
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-402- 6.72% |
$23.8K - $27.2K
|
5.58K
$319K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-422- 4.62% |
$25K - $28.5K
|
8.72K
$499K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-500Closed |
$29.6K - $33.8K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-514- 4.2% |
$30.4K - $34.7K
|
11.7K
$670K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-540- 14.38% |
$31.9K - $36.5K
|
3.22K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-664- 1.67% |
$39.3K - $44.9K
|
39.1K
$2.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-707- 29.38% |
$41.8K - $47.8K
|
1.7K
$97.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-764- 7.62% |
$45.2K - $51.6K
|
9.26K
$530K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-771- 7.25% |
$45.6K - $52.1K
|
9.86K
$564K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-782- 1.07% |
$46.2K - $52.9K
|
72K
$4.12M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Financial Advisory
|
SELL
|
- |
-793- 1.8% |
$46.9K - $53.6K
|
43.3K
$2.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-968- 1.46% |
$57.2K - $65.4K
|
65.2K
$3.73M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
SELL
|
- |
-974- 15.15% |
$57.6K - $65.8K
|
5.45K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-979Closed |
$57.9K - $66.2K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 11.03% |
$59.2K - $67.7K
|
8.08K
$462K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.15K- 7.35% |
$67.9K - $77.7K
|
14.5K
$829K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-1.17K- 19.7% |
$69.3K - $79.2K
|
4.78K
$273K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.19K- 4.14% |
$70.4K - $80.5K
|
27.6K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-1.43K- 10.11% |
$84.6K - $96.7K
|
12.7K
$727K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.51K- 0.77% |
$89.5K - $102K
|
195K
$11.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-1.89K- 5.96% |
$112K - $128K
|
29.8K
$1.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.13K- 2.49% |
$126K - $144K
|
83.4K
$4.77M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.18K- 99.0% |
$129K - $147K
|
22
$1.26K
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.27K- 23.64% |
$134K - $154K
|
7.34K
$420K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.51K- 67.36% |
$149K - $170K
|
1.22K
$69.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.65K- 8.15% |
$157K - $179K
|
29.9K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.68K- 5.04% |
$159K - $181K
|
50.6K
$2.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-2.68K- 1.66% |
$159K - $181K
|
159K
$9.09M
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.94K- 7.47% |
$174K - $199K
|
36.4K
$2.08M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-2.96K- 10.33% |
$175K - $200K
|
25.6K
$1.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.13K- 44.84% |
$185K - $212K
|
3.85K
$220K
|
|
|
Feb 15, 2022
Q4 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-3.27K- 3.61% |
$193K - $221K
|
87.3K
$4.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.44K- 11.93% |
$203K - $232K
|
25.4K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.83K- 3.05% |
$226K - $259K
|
122K
$6.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.04K- 59.22% |
$239K - $273K
|
2.78K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-4.16KClosed |
$246K - $281K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.25K- 4.99% |
$251K - $287K
|
81K
$4.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-4.36K- 4.15% |
$258K - $294K
|
101K
$5.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-4.58K- 3.18% |
$271K - $309K
|
139K
$7.97M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.6K- 8.73% |
$272K - $311K
|
48.1K
$2.75M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4.68KClosed |
$277K - $316K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.98KClosed |
$295K - $337K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.24K- 23.08% |
$310K - $354K
|
17.5K
$999K
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
SELL
|
- |
-5.88KClosed |
$348K - $397K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.42K- 13.0% |
$379K - $434K
|
43K
$2.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10K- 91.24% |
$591K - $676K
|
960
$54.9K
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-11K- 4.1% |
$648K - $740K
|
256K
$14.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.7K- 0.79% |
$692K - $791K
|
1.48M
$84.4M
|