Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-51- 0.08% |
$2.85K - $3.2K
|
63.5K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-52- 1.07% |
$2.91K - $3.26K
|
4.79K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-64- 16.2% |
$3.58K - $4.02K
|
331
$19.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-65- 0.98% |
$3.64K - $4.08K
|
6.6K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 0.72% |
$3.64K - $4.08K
|
8.99K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 2.32% |
$3.92K - $4.39K
|
2.95K
$173K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-101- 13.58% |
$5.65K - $6.34K
|
643
$37.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-145- 0.02% |
$8.12K - $9.1K
|
616K
$36.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-180- 0.51% |
$10.1K - $11.3K
|
35.3K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-204- 0.92% |
$11.4K - $12.8K
|
22.1K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-215- 57.03% |
$12K - $13.5K
|
162
$9.52K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-236- 0.71% |
$13.2K - $14.8K
|
32.9K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-271- 2.59% |
$15.2K - $17K
|
10.2K
$599K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-278- 2.37% |
$15.6K - $17.4K
|
11.4K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-280- 7.27% |
$15.7K - $17.6K
|
3.57K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-290- 4.78% |
$16.2K - $18.2K
|
5.78K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-293- 23.27% |
$16.4K - $18.4K
|
966
$56.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-316- 3.34% |
$17.7K - $19.8K
|
9.15K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-349- 6.75% |
$19.5K - $21.9K
|
4.82K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-377- 23.07% |
$21.1K - $23.7K
|
1.26K
$73.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-391- 0.54% |
$21.9K - $24.5K
|
71.9K
$4.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-404- 3.14% |
$22.6K - $25.4K
|
12.4K
$731K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-405- 38.61% |
$22.7K - $25.4K
|
644
$37.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-420- 4.53% |
$23.5K - $26.4K
|
8.86K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-441- 3.87% |
$24.7K - $27.7K
|
10.9K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-445- 1.87% |
$24.9K - $27.9K
|
23.3K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-470- 2.13% |
$26.3K - $29.5K
|
21.6K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-522- 6.67% |
$29.2K - $32.8K
|
7.3K
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-535- 6.36% |
$29.9K - $33.6K
|
7.88K
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-582- 2.79% |
$32.6K - $36.5K
|
20.3K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-633- 1.95% |
$35.4K - $39.7K
|
31.9K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-664- 0.19% |
$37.2K - $41.7K
|
357K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-669- 5.53% |
$37.4K - $42K
|
11.4K
$671K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-694- 2.61% |
$38.8K - $43.5K
|
25.9K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-789- 14.72% |
$44.2K - $49.5K
|
4.57K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-828- 1.42% |
$46.3K - $52K
|
57.7K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-873- 1.37% |
$48.9K - $54.8K
|
62.8K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-881- 10.34% |
$49.3K - $55.3K
|
7.64K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-890- 17.2% |
$49.8K - $55.8K
|
4.29K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-910- 9.49% |
$50.9K - $57.1K
|
8.68K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.07K- 4.06% |
$60.1K - $67.3K
|
25.4K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.09K- 8.17% |
$61K - $68.4K
|
12.2K
$720K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.1K- 18.46% |
$61.3K - $68.7K
|
4.84K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.2K- 7.59% |
$67.2K - $75.3K
|
14.6K
$858K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.2K- 10.48% |
$67.3K - $75.4K
|
10.3K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.33K- 3.29% |
$74.2K - $83.1K
|
38.9K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.44K- 97.17% |
$80.8K - $90.6K
|
42
$2.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.5K- 9.79% |
$84.1K - $94.3K
|
13.8K
$813K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.61K- 4.49% |
$90.3K - $101K
|
34.4K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.8K- 4.44% |
$101K - $113K
|
38.7K
$2.27M
|