Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-80- 0.1% |
$3.75K - $4.8K
|
79.8K
$4.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-130Closed |
$6.1K - $7.81K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-131- 1.89% |
$6.14K - $7.87K
|
6.79K
$393K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-139- 2.76% |
$6.52K - $8.35K
|
4.89K
$283K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-151- 0.76% |
$7.08K - $9.07K
|
19.8K
$1.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-154- 1.91% |
$7.22K - $9.25K
|
7.9K
$457K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-175- 50.0% |
$8.21K - $10.5K
|
175
$10.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-190- 1.4% |
$8.91K - $11.4K
|
13.4K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-195- 1.88% |
$9.15K - $11.7K
|
10.2K
$588K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-211- 0.95% |
$9.9K - $12.7K
|
21.9K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-267- 0.17% |
$12.5K - $16K
|
158K
$9.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-275- 2.13% |
$12.9K - $16.5K
|
12.6K
$729K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-296- 6.19% |
$13.9K - $17.8K
|
4.48K
$259K
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-305- 7.18% |
$14.3K - $18.3K
|
3.94K
$228K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-387- 4.55% |
$18.2K - $23.2K
|
8.12K
$470K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-412- 21.55% |
$19.3K - $24.7K
|
1.5K
$86.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-469- 3.6% |
$22K - $28.2K
|
12.6K
$726K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-479- 65.8% |
$22.5K - $28.8K
|
249
$14.4K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-486- 3.03% |
$22.8K - $29.2K
|
15.5K
$898K
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 11.11% |
$23.5K - $30K
|
4K
$231K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-530- 33.89% |
$24.9K - $31.8K
|
1.03K
$59.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-554- 5.7% |
$26K - $33.3K
|
9.16K
$530K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-612- 4.17% |
$28.7K - $36.7K
|
14.1K
$813K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-627- 1.68% |
$29.4K - $37.6K
|
36.7K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-681- 2.69% |
$31.9K - $40.9K
|
24.7K
$1.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-740- 2.47% |
$34.7K - $44.4K
|
29.2K
$1.69M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-769- 13.25% |
$36.1K - $46.2K
|
5.03K
$291K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-840- 12.87% |
$39.4K - $50.4K
|
5.69K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-933- 0.63% |
$43.8K - $56K
|
147K
$8.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-946- 0.67% |
$44.4K - $56.8K
|
141K
$8.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-966- 8.7% |
$45.3K - $58K
|
10.1K
$587K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-993- 4.97% |
$46.6K - $59.6K
|
19K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-997- 2.23% |
$46.8K - $59.9K
|
43.8K
$2.53M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.01K- 21.81% |
$47.4K - $60.6K
|
3.62K
$209K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.15K- 1.91% |
$53.9K - $69K
|
59K
$3.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.24K- 18.42% |
$58.1K - $74.4K
|
5.49K
$317K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.37K- 2.72% |
$64.3K - $82.3K
|
49K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.53K- 36.56% |
$71.6K - $91.6K
|
2.65K
$153K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.54K- 1.28% |
$72.1K - $92.3K
|
118K
$6.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.54K- 0.83% |
$72.1K - $92.3K
|
184K
$10.6M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.65K- 3.92% |
$77.2K - $98.8K
|
40.3K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.71K- 34.55% |
$80.1K - $103K
|
3.24K
$187K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.82K- 93.49% |
$85.5K - $109K
|
127
$7.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.84K- 2.14% |
$86.2K - $110K
|
84.1K
$4.86M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.91K- 3.18% |
$89.5K - $115K
|
58K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.92K- 0.56% |
$90K - $115K
|
342K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.98K- 1.17% |
$92.9K - $119K
|
167K
$9.64M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.27K- 34.43% |
$106K - $136K
|
4.32K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.49K- 32.6% |
$117K - $149K
|
5.15K
$298K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-2.7K- 20.98% |
$126K - $162K
|
10.2K
$587K
|