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 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23K- 21.09% |
$1.17M - $1.54M
|
85.9K
$4.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-26.8KClosed |
$1.37M - $1.79M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-27.8KClosed |
$1.42M - $1.86M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.3K- 78.42% |
$1.5M - $1.97M
|
8.07K
$467K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-30.1K- 23.42% |
$1.54M - $2.02M
|
98.5K
$5.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.2K- 72.63% |
$1.74M - $2.29M
|
12.9K
$745K
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-36.6KClosed |
$1.87M - $2.45M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.8K- 30.15% |
$1.93M - $2.53M
|
87.5K
$5.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-48.5K- 55.45% |
$2.48M - $3.25M
|
39K
$2.25M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-63.6KClosed |
$3.25M - $4.26M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-65.7K- 69.64% |
$3.35M - $4.41M
|
28.7K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-66.3K- 10.27% |
$3.38M - $4.44M
|
580K
$33.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.9K- 32.22% |
$3.57M - $4.69M
|
147K
$8.51M
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-81.2K- 15.54% |
$4.14M - $5.44M
|
441K
$25.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-82.1K- 13.25% |
$4.19M - $5.5M
|
538K
$31.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-118KClosed |
$6.01M - $7.89M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-121KClosed |
$6.18M - $8.11M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124K- 12.08% |
$6.3M - $8.28M
|
899K
$52M
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-129KClosed |
$6.58M - $8.64M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-132K- 43.24% |
$6.74M - $8.85M
|
173K
$10M
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-135K- 35.63% |
$6.89M - $9.04M
|
244K
$14.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-161K- 74.57% |
$8.22M - $10.8M
|
54.9K
$3.18M
|
|
|
Jul 12, 2022
Q2 2022
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-191K- 50.79% |
$9.75M - $12.8M
|
185K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-199K- 9.23% |
$10.2M - $13.4M
|
1.96M
$113M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-298K- 61.03% |
$15.2M - $20M
|
190K
$11M
|