Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
173KNew |
$9.68M - $10.9M
|
173K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
106K+ 707.95% |
$5.96M - $6.68M
|
121K
$7.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
87.7K+ 3.26% |
$4.91M - $5.5M
|
2.78M
$163M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
66.6K+ 172.09% |
$3.73M - $4.18M
|
105K
$6.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
58.5K+ 24.52% |
$3.28M - $3.67M
|
297K
$17.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
37.4KNew |
$2.09M - $2.35M
|
37.4K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
31.3KNew |
$1.75M - $1.96M
|
31.3K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
31.3KNew |
$1.75M - $1.96M
|
31.3K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
30.4K+ 4.14% |
$1.7M - $1.91M
|
764K
$44.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
29.8KNew |
$1.67M - $1.87M
|
29.8K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
28.3KNew |
$1.58M - $1.78M
|
28.3K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
24.8KNew |
$1.39M - $1.56M
|
24.8K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
23.5KNew |
$1.31M - $1.47M
|
23.5K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
22.9K+ 18.51% |
$1.28M - $1.44M
|
147K
$8.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
22.7K+ 1.99% |
$1.27M - $1.43M
|
1.16M
$68.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
18.7K+ 11198.2% |
$1.05M - $1.17M
|
18.9K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
17.6KNew |
$983K - $1.1M
|
17.6K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
17.4K+ 135.52% |
$976K - $1.09M
|
30.3K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15K+ 7.42% |
$837K - $939K
|
216K
$12.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
14.9KNew |
$833K - $934K
|
14.9K
$871K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.8K+ 66.34% |
$826K - $926K
|
37K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13.7K+ 91.46% |
$766K - $859K
|
28.6K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.2KNew |
$741K - $830K
|
13.2K
$775K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
12.8K+ 4.4% |
$718K - $806K
|
305K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
12.2K+ 3.91% |
$681K - $764K
|
323K
$18.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.5KNew |
$645K - $723K
|
11.5K
$674K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.1K+ 2.58% |
$565K - $633K
|
401K
$23.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.86K+ 68.01% |
$552K - $619K
|
24.4K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.15K+ 1.62% |
$512K - $574K
|
575K
$33.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.35KNew |
$467K - $524K
|
8.35K
$489K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.36KNew |
$356K - $399K
|
6.36K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.8KNew |
$268K - $301K
|
4.8K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.78KNew |
$268K - $300K
|
4.78K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.67KNew |
$261K - $293K
|
4.67K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.46K+ 2.46% |
$250K - $280K
|
186K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
4.3K+ 11.11% |
$240K - $270K
|
43K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
4.06KNew |
$227K - $255K
|
4.06K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.78KNew |
$212K - $237K
|
3.78K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.73KNew |
$209K - $234K
|
3.73K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.58K+ 0.71% |
$200K - $225K
|
506K
$29.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.49KNew |
$195K - $219K
|
3.49K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.46K+ 25.07% |
$193K - $217K
|
17.2K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.27K+ 13.9% |
$183K - $205K
|
26.8K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.18K+ 50.15% |
$178K - $200K
|
9.53K
$558K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.94K+ 3.17% |
$165K - $185K
|
95.9K
$5.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.86K+ 42.51% |
$160K - $179K
|
9.57K
$561K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.44K+ 6.88% |
$137K - $153K
|
37.9K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.07K+ 1.16% |
$116K - $130K
|
180K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.62K+ 3.38% |
$90.5K - $101K
|
49.5K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.56K+ 0.8% |
$87.2K - $97.8K
|
195K
$11.4M
|