Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.87KNew |
$299K - $393K
|
5.87K
$343K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.18K+ 7.01% |
$264K - $347K
|
79K
$4.62M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$256K - $337K
|
5.02K
$294K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.82K+ 5.07% |
$246K - $323K
|
99.9K
$5.85M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.52KNew |
$230K - $303K
|
4.52K
$264K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.49KNew |
$229K - $301K
|
4.49K
$263K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.12KNew |
$210K - $276K
|
4.12K
$241K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.99KNew |
$204K - $268K
|
3.99K
$234K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.83K+ 83.61% |
$195K - $257K
|
8.41K
$492K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
3.82KNew |
$195K - $256K
|
3.82K
$224K
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.78KNew |
$193K - $253K
|
3.78K
$221K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.16K+ 2.14% |
$161K - $212K
|
151K
$8.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.95K+ 23.55% |
$151K - $198K
|
15.5K
$906K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.8K+ 21.63% |
$143K - $188K
|
15.8K
$922K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
2.79K+ 4.12% |
$142K - $187K
|
70.6K
$4.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.74K+ 902.64% |
$140K - $183K
|
3.04K
$178K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.62K+ 1.58% |
$133K - $175K
|
169K
$9.87M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.57K+ 21.3% |
$131K - $172K
|
14.6K
$857K
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 9.34% |
$122K - $160K
|
27.9K
$1.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.32K+ 26.33% |
$118K - $155K
|
11.1K
$650K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.28K+ 10.74% |
$116K - $153K
|
23.5K
$1.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
BUY
|
- |
2K+ 80.0% |
$102K - $134K
|
4.5K
$263K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
1.69K+ 4.2% |
$86.2K - $113K
|
41.9K
$2.45M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.68KNew |
$85.9K - $113K
|
1.68K
$98.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
1.38K+ 178.35% |
$70.6K - $92.7K
|
2.16K
$126K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.32K+ 20.97% |
$67.5K - $88.7K
|
7.63K
$447K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.21K+ 16.5% |
$61.5K - $80.7K
|
8.51K
$498K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.15K+ 53.67% |
$58.6K - $77K
|
3.29K
$193K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.8% |
$57.7K - $75.8K
|
143K
$8.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
896+ 11.21% |
$45.7K - $60K
|
8.89K
$520K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
843New |
$43K - $56.5K
|
843
$49.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
834+ 2.0% |
$42.6K - $55.9K
|
42.5K
$2.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
831+ 1.25% |
$42.4K - $55.7K
|
67.5K
$3.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
805+ 1.63% |
$41.1K - $53.9K
|
50.3K
$2.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
796+ 1.3% |
$40.6K - $53.3K
|
62K
$3.63M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
701+ 5.02% |
$35.8K - $47K
|
14.7K
$858K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
622+ 2.55% |
$31.7K - $41.7K
|
25K
$1.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
599+ 1.01% |
$30.6K - $40.1K
|
60.2K
$3.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
590+ 9.61% |
$30.1K - $39.5K
|
6.73K
$394K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
582+ 6.2% |
$29.7K - $39K
|
9.97K
$583K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
569+ 4.25% |
$29K - $38.1K
|
14K
$817K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
538+ 6.03% |
$27.5K - $36.1K
|
9.47K
$554K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
507+ 1.2% |
$25.9K - $34K
|
42.9K
$2.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$25.5K - $33.5K
|
500
$29.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
497New |
$25.4K - $33.3K
|
497
$29.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
480+ 3.09% |
$24.5K - $32.2K
|
16K
$937K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
428+ 3.69% |
$21.8K - $28.7K
|
12K
$704K
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
398+ 0.41% |
$20.3K - $26.7K
|
97.6K
$5.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
389+ 1.96% |
$19.9K - $26.1K
|
20.2K
$1.18M
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
388+ 63.61% |
$19.8K - $26K
|
998
$58.4K
|