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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 10.04% |
$692K - $799K
|
136K
$7.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 33.09% |
$739K - $853K
|
32.8K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.7K- 99.13% |
$808K - $933K
|
155
$8.97K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-19.5K- 39.18% |
$889K - $1.03M
|
30.3K
$1.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-20K- 6.33% |
$911K - $1.05M
|
296K
$17.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-21.6K- 7.5% |
$986K - $1.14M
|
266K
$15.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-22.3K- 59.51% |
$1.02M - $1.18M
|
15.2K
$878K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-27.3K- 8.21% |
$1.24M - $1.44M
|
305K
$17.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-31.9K- 21.91% |
$1.45M - $1.68M
|
114K
$6.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-32K- 21.39% |
$1.46M - $1.69M
|
118K
$6.8M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-34.2K- 25.21% |
$1.56M - $1.8M
|
101K
$5.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.2K- 6.44% |
$1.93M - $2.22M
|
613K
$35.5M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-43.6K- 27.66% |
$1.99M - $2.3M
|
114K
$6.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-50.7K- 63.96% |
$2.31M - $2.67M
|
28.6K
$1.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-52.4K- 28.54% |
$2.39M - $2.76M
|
131K
$7.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-52.5K- 90.47% |
$2.4M - $2.77M
|
5.53K
$320K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-52.5K- 65.84% |
$2.4M - $2.77M
|
27.3K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.1K- 79.7% |
$2.42M - $2.8M
|
13.5K
$782K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-55.7K- 17.06% |
$2.54M - $2.93M
|
271K
$15.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.7K- 60.93% |
$2.54M - $2.93M
|
35.7K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-61.2K- 16.81% |
$2.79M - $3.22M
|
303K
$17.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-70.4K- 48.62% |
$3.21M - $3.71M
|
74.4K
$4.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-77.2K- 85.85% |
$3.52M - $4.07M
|
12.7K
$736K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-80K- 15.8% |
$3.65M - $4.21M
|
426K
$24.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-121K- 63.41% |
$5.52M - $6.37M
|
69.8K
$4.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-124K- 31.3% |
$5.66M - $6.54M
|
272K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-133K- 94.5% |
$6.08M - $7.02M
|
7.76K
$449K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-69.8M- 100.0% |
$3.18B - $3.68B
|
1.58K
$91.5K
|