Latest Institutional Transactions on Ishares Core U.S. Reit ETF (USRT)
This table provides information on the latest institutional transactions involving Ishares Core U.S. Reit ETF (USRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-77.3K- 64.79% |
$4.26M - $4.66M
|
42K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
451New |
$24.9K - $27.2K
|
451
$25.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-28- 8.46% |
$1.54K - $1.69K
|
303
$17.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 14.95% |
$3.53K - $3.86K
|
364
$20.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.81K- 57.6% |
$265K - $290K
|
3.54K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-638- 6.02% |
$35.2K - $38.5K
|
9.96K
$568K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
965+ 7.13% |
$53.2K - $58.2K
|
14.5K
$826K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.48KNew |
$81.6K - $89.2K
|
1.48K
$84.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
108+ 0.73% |
$5.96K - $6.51K
|
15K
$855K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.29K+ 17.63% |
$237K - $259K
|
28.7K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 27178.38% |
$554K - $606K
|
10.1K
$576K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-732- 1.36% |
$40.4K - $44.1K
|
52.9K
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.69K+ 14.41% |
$93.2K - $102K
|
13.4K
$766K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-341- 2.98% |
$18.8K - $20.6K
|
11.1K
$633K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-28.7K- 45.19% |
$1.58M - $1.73M
|
34.8K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-966- 9.38% |
$53.3K - $58.2K
|
9.33K
$532K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.5K+ 25.74% |
$852K - $932K
|
75.5K
$4.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3+ 0.08% |
$165 - $181
|
3.92K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
41.5KNew |
$2.29M - $2.5M
|
41.5K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-291- 3.18% |
$16K - $17.5K
|
8.86K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
422+ 0.11% |
$23.3K - $25.4K
|
401K
$22.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-117- 0.18% |
$6.45K - $7.05K
|
66.4K
$3.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 61.05% |
$580K - $635K
|
6.72K
$383K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.43K- 2.04% |
$134K - $146K
|
117K
$6.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8- 0.04% |
$441 - $482
|
19K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
94+ 1.27% |
$5.18K - $5.67K
|
7.5K
$427K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-941- 3.58% |
$51.9K - $56.7K
|
25.3K
$1.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-6.84K- 10.22% |
$377K - $412K
|
60.1K
$3.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.51K+ 76.53% |
$414K - $453K
|
17.3K
$988K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
575New |
$31.7K - $34.7K
|
575
$32.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$55.1 - $60.3
|
4.05K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-31- 0.66% |
$1.71K - $1.87K
|
4.67K
$266K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
11.9KNew |
$653K - $714K
|
11.9K
$676K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.76K+ 24.56% |
$97.2K - $106K
|
8.94K
$510K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.62% |
$55.1 - $60.3
|
163
$9.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
26.7K+ 54.26% |
$1.47M - $1.61M
|
76K
$4.33M
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
18.4KNew |
$1.03M - $1.16M
|
18.4K
$1.05M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7K+ 2.08% |
$596K - $668K
|
524K
$29.9M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
102New |
$5.71K - $6.4K
|
102
$5.82K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.25KNew |
$69.8K - $78.2K
|
1.25K
$71.1K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
35.6KNew |
$1.99M - $2.23M
|
35.6K
$2.03M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5.33K- 10.45% |
$298K - $334K
|
45.7K
$2.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
106New |
$5.93K - $6.65K
|
106
$6.05K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.38% |
$168 - $188
|
792
$45.2K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.37KNew |
$244K - $274K
|
4.37K
$249K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.04% |
$336 - $377
|
13.8K
$788K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.14K+ 5.55% |
$63.7K - $71.5K
|
21.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
70.1K+ 24.22% |
$3.93M - $4.4M
|
360K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.95K- 17.64% |
$557K - $624K
|
46.4K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-42- 0.44% |
$2.35K - $2.64K
|
9.61K
$548K
|
|