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 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
243New |
$11.1K - $12.8K
|
243
$14.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
225+ 0.04% |
$10.3K - $11.9K
|
577K
$33.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
221New |
$10.1K - $11.6K
|
221
$12.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
219+ 0.37% |
$9.99K - $11.5K
|
59.3K
$3.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
217+ 4.77% |
$9.9K - $11.4K
|
4.77K
$279K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
203+ 0.4% |
$9.26K - $10.7K
|
50.8K
$2.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
139+ 15.98% |
$6.34K - $7.32K
|
1.01K
$59.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
130+ 0.97% |
$5.93K - $6.85K
|
13.5K
$792K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
128+ 73.14% |
$5.84K - $6.74K
|
303
$17.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
115New |
$5.25K - $6.06K
|
115
$6.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
98+ 100.0% |
$4.47K - $5.16K
|
196
$11.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
97New |
$4.43K - $5.11K
|
97
$5.68K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
96+ 0.14% |
$4.38K - $5.06K
|
71.2K
$4.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
96+ 1.0% |
$4.38K - $5.06K
|
9.71K
$568K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
91New |
$4.15K - $4.79K
|
91
$5.33K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 441.67% |
$2.42K - $2.79K
|
65
$3.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$2.28K - $2.63K
|
50
$2.93K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
48+ 1.82% |
$2.19K - $2.53K
|
2.69K
$157K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
34+ 0.52% |
$1.55K - $1.79K
|
6.55K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33+ 0.03% |
$1.51K - $1.74K
|
118K
$6.93M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
33+ 1.95% |
$1.51K - $1.74K
|
1.72K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28+ 1.99% |
$1.28K - $1.48K
|
1.44K
$84K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
25+ 0.14% |
$1.14K - $1.32K
|
18.1K
$1.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
21New |
$958 - $1.11K
|
21
$1.23K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
18+ 30.51% |
$821 - $948
|
77
$4.51K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13New |
$593 - $685
|
13
$761
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.26% |
$502 - $579
|
4.23K
$248K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11+ 0.22% |
$502 - $579
|
4.9K
$287K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.47% |
$502 - $579
|
758
$44.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8+ 1.69% |
$365 - $421
|
482
$28.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8New |
$365 - $421
|
8
$468
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7New |
$319 - $369
|
7
$410
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6+ 0.03% |
$274 - $316
|
19.8K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 250.0% |
$228 - $263
|
7
$410
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$228 - $263
|
5
$293
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$182 - $211
|
4
$234
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.32% |
$137 - $158
|
941
$55.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.12% |
$45.6 - $52.7
|
90
$5.27K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.08% |
$45.6 - $52.7
|
49
$2.87K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1- 0.03% |
$45.6 - $52.7
|
3.5K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 1.04% |
$137 - $158
|
285
$16.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-9Closed |
$411 - $474
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.18% |
$684 - $790
|
8.33K
$488K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26- 0.33% |
$1.19K - $1.37K
|
7.88K
$461K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-39- 0.17% |
$1.78K - $2.05K
|
22.6K
$1.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-50- 0.4% |
$2.28K - $2.63K
|
12.5K
$732K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-70- 40.23% |
$3.19K - $3.69K
|
104
$6.09K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-93- 1.85% |
$4.24K - $4.9K
|
4.94K
$289K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-125- 27.53% |
$5.7K - $6.59K
|
329
$19.3K
|