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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.77K- 6.92% |
$130K - $166K
|
37.3K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.99K- 35.54% |
$140K - $180K
|
5.42K
$314K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3K- 23.91% |
$140K - $180K
|
9.53K
$551K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.09K- 7.12% |
$145K - $185K
|
40.3K
$2.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 8.75% |
$147K - $188K
|
32.7K
$1.89M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.35K- 18.12% |
$157K - $201K
|
15.1K
$874K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.49K- 1.04% |
$164K - $209K
|
332K
$19.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.54K- 17.5% |
$166K - $213K
|
16.7K
$965K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.86K- 15.77% |
$181K - $232K
|
20.6K
$1.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.34K- 2.82% |
$203K - $260K
|
150K
$8.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.41K- 5.47% |
$207K - $265K
|
76.2K
$4.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
SELL
|
- |
-4.45K- 2.97% |
$209K - $267K
|
146K
$8.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.55K- 47.6% |
$213K - $273K
|
5.01K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.7K- 0.81% |
$220K - $282K
|
575K
$33.2M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.97K- 49.63% |
$280K - $358K
|
6.06K
$350K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-8K- 8.16% |
$375K - $480K
|
90K
$5.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.1K- 41.2% |
$380K - $487K
|
11.6K
$669K
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-10.1K- 36.27% |
$475K - $608K
|
17.8K
$1.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.4K- 2.31% |
$584K - $747K
|
526K
$30.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13.1K- 23.6% |
$615K - $787K
|
42.4K
$2.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-13.2K- 7.97% |
$618K - $792K
|
152K
$8.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.6K- 15.05% |
$730K - $935K
|
87.9K
$5.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-16.4K- 79.28% |
$767K - $982K
|
4.28K
$247K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-17.8K- 26.3% |
$833K - $1.07M
|
49.8K
$2.88M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-18.8K- 19.04% |
$879K - $1.13M
|
79.7K
$4.61M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-24.8K- 3.23% |
$1.17M - $1.49M
|
744K
$43.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.4K- 59.88% |
$1.19M - $1.53M
|
17.1K
$986K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28.7K- 13.09% |
$1.35M - $1.72M
|
191K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.5K- 20.03% |
$1.38M - $1.77M
|
118K
$6.8M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-30.7K- 18.45% |
$1.44M - $1.84M
|
136K
$7.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32.7K- 5.37% |
$1.53M - $1.96M
|
577K
$33.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36.9K- 94.62% |
$1.73M - $2.21M
|
2.1K
$121K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-40K- 38.1% |
$1.88M - $2.4M
|
65K
$3.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-44.3K- 40.08% |
$2.08M - $2.66M
|
66.2K
$3.83M
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-44.6K- 10.11% |
$2.09M - $2.68M
|
397K
$22.9M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.8K- 40.81% |
$2.38M - $3.05M
|
73.8K
$4.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.8K- 40.81% |
$2.38M - $3.05M
|
73.8K
$4.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-61.7K- 99.02% |
$2.89M - $3.7M
|
613
$35.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-99K- 40.6% |
$4.64M - $5.94M
|
145K
$8.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-179K- 9.11% |
$8.37M - $10.7M
|
1.78M
$103M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-255K- 90.24% |
$12M - $15.3M
|
27.6K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-431K- 84.46% |
$20.2M - $25.9M
|
79.3K
$4.58M
|