Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.49KNew |
$159K - $184K
|
3.49K
$204K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.44K+ 45.89% |
$157K - $181K
|
10.9K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.44K+ 45.89% |
$157K - $181K
|
10.9K
$641K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.34K+ 2.0% |
$152K - $176K
|
170K
$9.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
3.3K+ 9.38% |
$151K - $174K
|
38.5K
$2.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.23K+ 154.01% |
$147K - $170K
|
5.32K
$312K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2.8K+ 77.3% |
$128K - $147K
|
6.42K
$376K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.67K+ 2.31% |
$122K - $140K
|
118K
$6.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$121K - $140K
|
2.66K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 28.51% |
$115K - $133K
|
11.4K
$666K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.3K+ 348.26% |
$105K - $121K
|
2.96K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.29K+ 4.93% |
$104K - $120K
|
48.7K
$2.85M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.17K+ 4.1% |
$99.2K - $115K
|
55.1K
$3.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.92KNew |
$87.5K - $101K
|
1.92K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.88K+ 0.11% |
$85.8K - $99K
|
1.78M
$104M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.84K+ 26.3% |
$83.7K - $96.7K
|
8.81K
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.82K+ 2.26% |
$82.8K - $95.6K
|
82K
$4.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.58K+ 157500.0% |
$71.9K - $83K
|
1.58K
$92.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.42K+ 13.97% |
$64.6K - $74.6K
|
11.6K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.3K+ 1.54% |
$59.2K - $68.4K
|
85.4K
$5M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.24K+ 972.44% |
$56.3K - $65.1K
|
1.36K
$79.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.19KNew |
$54.3K - $62.7K
|
1.19K
$69.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.16KNew |
$53.1K - $61.3K
|
1.16K
$68.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12K+ 3.94% |
$51.1K - $59K
|
29.5K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.89% |
$51K - $58.9K
|
20.1K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.1K+ 3.23% |
$50.2K - $57.9K
|
35.2K
$2.06M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.04K+ 6.94% |
$47.4K - $54.7K
|
16K
$936K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.03K+ 1.24% |
$47K - $54.3K
|
83.9K
$4.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
942+ 11.67% |
$43K - $49.6K
|
9.02K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
892New |
$40.7K - $47K
|
892
$52.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
820New |
$37.4K - $43.2K
|
820
$48K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
764+ 0.87% |
$34.9K - $40.2K
|
88.5K
$5.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
720+ 5.12% |
$32.8K - $37.9K
|
14.8K
$865K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
666+ 21.64% |
$30.4K - $35.1K
|
3.74K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
665New |
$30.3K - $35K
|
665
$38.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
657+ 12.88% |
$30K - $34.6K
|
5.76K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
651New |
$29.7K - $34.3K
|
651
$38.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
603+ 1.37% |
$27.5K - $31.8K
|
44.7K
$2.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
592+ 1.4% |
$27K - $31.2K
|
43K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
522+ 12.09% |
$23.8K - $27.5K
|
4.84K
$283K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
503+ 2.77% |
$22.9K - $26.5K
|
18.7K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
479+ 840.35% |
$21.9K - $25.2K
|
536
$31.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
470+ 4.99% |
$21.4K - $24.8K
|
9.88K
$578K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 3.9% |
$18.2K - $21.1K
|
10.7K
$624K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
352+ 3.68% |
$16.1K - $18.5K
|
9.93K
$581K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
301New |
$13.7K - $15.9K
|
301
$17.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
300+ 1.22% |
$13.7K - $15.8K
|
25K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
296+ 2.56% |
$13.5K - $15.6K
|
11.9K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
279+ 69.92% |
$12.7K - $14.7K
|
678
$39.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
269+ 3.96% |
$12.3K - $14.2K
|
7.06K
$413K
|