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 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-130- 0.17% |
$5.93K - $6.85K
|
76K
$4.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-145- 0.4% |
$6.61K - $7.64K
|
36.5K
$2.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-160- 13.94% |
$7.3K - $8.43K
|
988
$57.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-177- 1.11% |
$8.07K - $9.32K
|
15.7K
$910K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-187- 10.95% |
$8.53K - $9.85K
|
1.52K
$88K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-245- 5.45% |
$11.2K - $12.9K
|
4.25K
$246K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-270- 1.89% |
$12.3K - $14.2K
|
14K
$809K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-289- 10.91% |
$13.2K - $15.2K
|
2.36K
$136K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-333- 0.76% |
$15.2K - $17.5K
|
43.4K
$2.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-417- 2.76% |
$19K - $22K
|
14.7K
$850K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-480- 39.41% |
$21.9K - $25.3K
|
738
$42.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-496- 26.85% |
$22.6K - $26.1K
|
1.35K
$78.1K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-547- 9.55% |
$25K - $28.8K
|
5.18K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-661- 12.95% |
$30.2K - $34.8K
|
4.44K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-663- 6.66% |
$30.2K - $34.9K
|
9.29K
$537K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-734- 3.84% |
$33.5K - $38.7K
|
18.4K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-800- 88.5% |
$36.5K - $42.1K
|
104
$6.02K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-865- 13.74% |
$39.5K - $45.6K
|
5.43K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-965- 9.5% |
$44K - $50.8K
|
9.2K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.03K- 8.41% |
$46.8K - $54K
|
11.2K
$646K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.52K- 9.56% |
$69.2K - $79.9K
|
14.4K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.57K- 9.35% |
$71.7K - $82.8K
|
15.2K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.12K- 5.68% |
$96.7K - $112K
|
35.2K
$2.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.15K- 2.51% |
$97.9K - $113K
|
83.5K
$4.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.27K- 15.99% |
$103K - $119K
|
11.9K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.34K- 1.71% |
$107K - $123K
|
135K
$7.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.6K- 11.3% |
$118K - $137K
|
20.4K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.76K- 42.6% |
$126K - $145K
|
3.71K
$215K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.92K- 13.32% |
$133K - $154K
|
19K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.01K- 31.59% |
$137K - $159K
|
6.52K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.15K- 23.44% |
$144K - $166K
|
10.3K
$595K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.38K- 13.53% |
$154K - $178K
|
21.6K
$1.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-3.54K- 8.08% |
$162K - $187K
|
40.3K
$2.33M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.94KClosed |
$180K - $208K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 12.53% |
$187K - $216K
|
28.6K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.23K- 25.36% |
$193K - $223K
|
12.5K
$720K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-5.19K- 11.74% |
$237K - $274K
|
39K
$2.26M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-5.53K- 4.51% |
$252K - $291K
|
117K
$6.78M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.41K- 20.42% |
$293K - $338K
|
25K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-7K- 26.62% |
$319K - $369K
|
19.3K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-7.33K- 18.19% |
$334K - $386K
|
33K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.93K- 9.95% |
$362K - $418K
|
71.8K
$4.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-8.78K- 27.29% |
$400K - $462K
|
23.4K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-8.8K- 5.78% |
$402K - $464K
|
144K
$8.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-9.84K- 19.0% |
$449K - $518K
|
41.9K
$2.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10.5K- 62.52% |
$478K - $552K
|
6.28K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-11.7K- 37.54% |
$536K - $619K
|
19.5K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.6K- 17.09% |
$575K - $664K
|
61.2K
$3.54M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.6K- 17.09% |
$575K - $664K
|
61.2K
$3.54M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14K- 8.51% |
$637K - $736K
|
150K
$8.69M
|