Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
870K+ 50.79% |
$38.4M - $48M
|
2.58M
$148M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
578K+ 592.98% |
$25.5M - $31.9M
|
675K
$38.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
569K+ 31.6% |
$25.1M - $31.4M
|
2.37M
$136M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
427KNew |
$18.8M - $23.6M
|
427K
$24.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
296K+ 12.37% |
$13M - $16.3M
|
2.69M
$154M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
244K+ 279.11% |
$10.7M - $13.5M
|
331K
$19M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
218K+ 562.52% |
$9.62M - $12M
|
257K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
210KNew |
$9.26M - $11.6M
|
210K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
200K+ 94.86% |
$8.83M - $11.1M
|
411K
$23.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
185K+ 217.65% |
$8.16M - $10.2M
|
270K
$15.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
162K+ 25.1% |
$7.13M - $8.92M
|
806K
$46.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
138K+ 45.34% |
$6.09M - $7.62M
|
443K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
134KNew |
$5.89M - $7.37M
|
134K
$7.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
131K+ 1728.59% |
$5.78M - $7.23M
|
139K
$7.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130K+ 16.46% |
$5.73M - $7.18M
|
920K
$52.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
123K+ 57.39% |
$5.42M - $6.79M
|
337K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
102KNew |
$4.49M - $5.63M
|
102K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.6K+ 127.35% |
$4.22M - $5.28M
|
171K
$9.79M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
87K+ 332.29% |
$3.83M - $4.8M
|
113K
$6.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
82.6K+ 116.36% |
$3.64M - $4.56M
|
154K
$8.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
78.6K+ 1953.06% |
$3.47M - $4.34M
|
82.6K
$4.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
75KNew |
$3.31M - $4.14M
|
75K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
68.7K+ 64.09% |
$3.03M - $3.79M
|
176K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
61.6K+ 15.45% |
$2.72M - $3.4M
|
460K
$26.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.2K+ 66.73% |
$2.48M - $3.1M
|
140K
$8.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
51.6K+ 9.51% |
$2.27M - $2.85M
|
593K
$34M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49.6K+ 148.94% |
$2.19M - $2.74M
|
82.9K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.1K+ 7.02% |
$2.12M - $2.65M
|
733K
$42M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.6K+ 429.74% |
$1.97M - $2.46M
|
55K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.7K+ 32.73% |
$1.79M - $2.25M
|
165K
$9.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
38.4KNew |
$1.69M - $2.12M
|
38.4K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
35.7K+ 101.24% |
$1.58M - $1.97M
|
71K
$4.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
33.4K+ 47.95% |
$1.47M - $1.84M
|
103K
$5.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.7K+ 362.47% |
$1.22M - $1.53M
|
35.3K
$2.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.6KNew |
$1.22M - $1.52M
|
27.6K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
20K+ 7.65% |
$880K - $1.1M
|
281K
$16.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
18.5K+ 21.79% |
$817K - $1.02M
|
104K
$5.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
18.2KNew |
$803K - $1.01M
|
18.2K
$1.04M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17KNew |
$749K - $938K
|
17K
$973K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.1KNew |
$710K - $889K
|
16.1K
$923K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.1KNew |
$668K - $836K
|
15.1K
$868K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
14.1K+ 7.99% |
$622K - $779K
|
191K
$10.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.9K+ 101.32% |
$615K - $770K
|
27.7K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
13.4K+ 5.98% |
$589K - $737K
|
237K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.3KNew |
$586K - $734K
|
13.3K
$762K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
12.8KNew |
$564K - $706K
|
12.8K
$733K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.5KNew |
$550K - $689K
|
12.5K
$715K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
11.9K+ 351.44% |
$527K - $660K
|
15.3K
$880K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.9KNew |
$526K - $658K
|
11.9K
$683K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.1KNew |
$488K - $610K
|
11.1K
$634K
|