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 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.4K- 55.15% |
$1.31M - $1.47M
|
19K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-34.2K- 9.89% |
$1.92M - $2.15M
|
312K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-36.1K- 16.55% |
$2.02M - $2.27M
|
182K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-36.4K- 59.81% |
$2.04M - $2.28M
|
24.4K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-36.7K- 11.78% |
$2.06M - $2.3M
|
275K
$15.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-46.2K- 40.85% |
$2.59M - $2.9M
|
66.9K
$3.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-59.9K- 33.44% |
$3.35M - $3.76M
|
119K
$6.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-66.2K- 50.08% |
$3.71M - $4.16M
|
66K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-80.3K- 21.1% |
$4.5M - $5.04M
|
300K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-88.6K- 34.16% |
$4.96M - $5.56M
|
171K
$9.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-90.2K- 96.22% |
$5.05M - $5.66M
|
3.54K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-362K- 46.3% |
$20.3M - $22.7M
|
420K
$24M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-549K- 99.99% |
$30.7M - $34.4M
|
30
$1.72K
|