Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.23K+ 15.59% |
$244K - $282K
|
38.8K
$2.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.06KNew |
$236K - $273K
|
5.06K
$296K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
4.91KNew |
$229K - $265K
|
4.91K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.64KNew |
$216K - $250K
|
4.64K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.64KNew |
$216K - $250K
|
4.64K
$271K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.5K+ 3.36% |
$210K - $243K
|
138K
$8.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.43K+ 5.53% |
$207K - $239K
|
84.5K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.38KNew |
$204K - $236K
|
4.38K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.94K+ 47.89% |
$184K - $213K
|
12.2K
$712K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.71K+ 1.16% |
$173K - $200K
|
322K
$18.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.51K+ 15.98% |
$164K - $190K
|
25.5K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.37K+ 4.84% |
$157K - $182K
|
73.1K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.3K+ 6.46% |
$154K - $178K
|
54.4K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.26K+ 13.36% |
$152K - $176K
|
27.7K
$1.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.25K+ 46.67% |
$151K - $175K
|
10.2K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.19K+ 13.58% |
$149K - $172K
|
26.7K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.93K+ 43.25% |
$136K - $158K
|
9.7K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.84K+ 40.02% |
$133K - $153K
|
9.95K
$582K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.82K+ 3.58% |
$132K - $152K
|
81.7K
$4.78M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.79K+ 11.92% |
$130K - $150K
|
26.2K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.62K+ 15.36% |
$122K - $141K
|
19.7K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.56K+ 9.43% |
$119K - $138K
|
29.7K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.25K+ 0.98% |
$105K - $121K
|
233K
$13.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.2K+ 46.24% |
$103K - $119K
|
6.97K
$408K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
2.07K+ 22.02% |
$96.5K - $112K
|
11.5K
$672K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.94K+ 6.02% |
$90.4K - $105K
|
34.1K
$2M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.92K+ 5.02% |
$89.3K - $103K
|
40.1K
$2.35M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.81KNew |
$84.4K - $97.7K
|
1.81K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.75K+ 5.8% |
$81.6K - $94.4K
|
31.9K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.51K+ 18.49% |
$70.3K - $81.4K
|
9.67K
$566K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.5KNew |
$69.9K - $80.9K
|
1.5K
$87.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 7.6% |
$68.6K - $79.5K
|
20.9K
$1.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
1.32K+ 3.43% |
$61.5K - $71.2K
|
39.8K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.27K+ 3.75% |
$59.4K - $68.7K
|
35.3K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.27K+ 11.42% |
$59.2K - $68.5K
|
12.4K
$725K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.12K+ 26.9% |
$52K - $60.2K
|
5.27K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.09K+ 19.35% |
$50.6K - $58.6K
|
6.7K
$392K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.07K+ 1.04% |
$49.8K - $57.7K
|
104K
$6.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
1.01K+ 1.83% |
$47K - $54.4K
|
56K
$3.28M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1KNew |
$46.6K - $53.9K
|
1K
$58.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
945+ 7.37% |
$44K - $51K
|
13.8K
$805K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
911+ 1.78% |
$42.5K - $49.1K
|
52.1K
$3.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
870+ 0.39% |
$40.5K - $46.9K
|
223K
$13.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
853+ 1.42% |
$39.7K - $46K
|
60.7K
$3.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
653+ 65.69% |
$30.4K - $35.2K
|
1.65K
$96.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
619+ 0.91% |
$28.8K - $33.4K
|
68.8K
$4.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
576+ 1.34% |
$26.8K - $31.1K
|
43.7K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
486+ 3.59% |
$22.6K - $26.2K
|
14K
$821K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
458+ 7.77% |
$21.3K - $24.7K
|
6.35K
$372K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
415+ 2.45% |
$19.3K - $22.4K
|
17.3K
$1.01M
|