Purchases and Sales Made in Q2 2023 in Ishares Core U.S. Reit ETF (USRT)

USRT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q2 2023. 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 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
539
+ 8.21%
$25.9K - $27.7K
7.11K $417K
Aug 11, 2023 Q2 2023
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
535
+ 1.08%
$25.7K - $27.5K
49.9K $2.93M
Aug 11, 2023 Q2 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
507
+ 9.93%
$24.4K - $26.1K
5.61K $330K
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
484
New
$23.2K - $24.9K
484 $28.4K
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
482
+ 2.93%
$23.2K - $24.8K
16.9K $994K
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
473
New
$22.7K - $24.3K
473 $27.8K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
460
+ 1703.7%
$22.1K - $23.6K
487 $28.6K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
460
+ 1703.7%
$22.1K - $23.6K
487 $28.6K
Aug 01, 2023 Q2 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
458
+ 1.31%
$22K - $23.5K
35.5K $2.09M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
420
New
$20.2K - $21.6K
420 $24.7K
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
375
+ 1.84%
$18K - $19.3K
20.8K $1.22M
Jul 24, 2023 Q2 2023
Legacy Financial Group LLC

BUY
 -
334
+ 0.13%
$16K - $17.2K
253K $14.9M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
313
+ 26.84%
$15K - $16.1K
1.48K $86.9K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
303
+ 2.42%
$14.6K - $15.6K
12.8K $753K
Jul 25, 2023 Q2 2023
Old Second National Bank Of Aurora

BUY
 -
300
+ 28.06%
$14.4K - $15.4K
1.37K $80.4K
Jul 21, 2023 Q2 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
291
+ 4.48%
$14K - $15K
6.79K $399K
Aug 21, 2023 Q2 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
291
+ 0.62%
$14K - $15K
47K $2.76M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
286
+ 1.63%
$13.7K - $14.7K
17.8K $1.05M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
271
+ 3.4%
$13K - $13.9K
8.23K $484K
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
250
+ 3.16%
$12K - $12.9K
8.16K $479K
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
222
+ 2.63%
$10.7K - $11.4K
8.66K $508K
Aug 15, 2023 Q2 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
200
+ 0.31%
$9.61K - $10.3K
64.8K $3.81M
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
191
+ 2.56%
$9.17K - $9.82K
7.66K $450K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
137
+ 2.51%
$6.58K - $7.04K
5.6K $329K
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
103
+ 0.98%
$4.95K - $5.3K
10.7K $626K
Jul 18, 2023 Q2 2023
Range Financial Group LLC

BUY
 -
101
+ 0.76%
$4.85K - $5.19K
13.4K $790K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
97
+ 13.96%
$4.66K - $4.99K
792 $46.5K
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
93
New
$4.47K - $4.78K
93 $5.46K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
92
New
$4.42K - $4.73K
92 $5.41K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
87
New
$4.18K - $4.47K
87 $5.11K
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
84
+ 1.91%
$4.03K - $4.32K
4.49K $264K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
82
New
$3.94K - $4.22K
82 $4.82K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
73
New
$3.51K - $3.75K
73 $4.29K
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
73
+ 0.48%
$3.51K - $3.75K
15.4K $905K
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
66
New
$3.17K - $3.39K
66 $3.88K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
56
+ 3.87%
$2.69K - $2.88K
1.5K $88.3K
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
45
+ 0.43%
$2.16K - $2.31K
10.6K $622K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
39
New
$1.87K - $2K
39 $2.29K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
37
New
$1.78K - $1.9K
37 $2.17K
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
28
+ 0.39%
$1.34K - $1.44K
7.13K $419K
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
28
+ 0.3%
$1.34K - $1.44K
9.43K $554K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
22
+ 0.55%
$1.06K - $1.13K
4K $235K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
19
+ 0.44%
$913 - $977
4.36K $256K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
12
New
$576 - $617
12 $705
Jul 10, 2023 Q2 2023
Thompson Investment Management, Inc.

BUY
 -
9
+ 0.98%
$432 - $463
924 $54.3K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
8
New
$384 - $411
8 $470
Aug 01, 2023 Q2 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
5
+ 0.12%
$240 - $257
4.24K $249K
Aug 07, 2023 Q2 2023
Global Strategic Investment Solutions, LLC

BUY
 -
5
+ 0.03%
$240 - $257
18.1K $1.06M
Jul 25, 2023 Q2 2023
Maryland Capital Advisors Inc.

BUY
 -
4
+ 0.14%
$192 - $206
2.93K $172K

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