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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.72K- 33.8% |
$320K - $359K
|
11.2K
$656K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-6.07K- 38.2% |
$339K - $381K
|
9.81K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.19K- 52.0% |
$347K - $389K
|
5.72K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-9.35K- 46.88% |
$523K - $587K
|
10.6K
$620K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-10.8K- 16.76% |
$604K - $678K
|
53.6K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.8K- 50.2% |
$606K - $679K
|
10.7K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.5K- 50.02% |
$758K - $849K
|
13.5K
$792K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.4K- 55.15% |
$1.31M - $1.47M
|
19K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-34.2K- 9.89% |
$1.92M - $2.15M
|
312K
$18.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-46.2K- 40.85% |
$2.59M - $2.9M
|
66.9K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-59.9K- 33.44% |
$3.35M - $3.76M
|
119K
$6.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-66.2K- 50.08% |
$3.71M - $4.16M
|
66K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-88.6K- 34.16% |
$4.96M - $5.56M
|
171K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-549K- 99.99% |
$30.7M - $34.4M
|
30
$1.76K
|