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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-21- 46.67% |
$1.18K - $1.32K
|
24
$1.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-25- 1.33% |
$1.4K - $1.57K
|
1.85K
$106K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.72K- 33.8% |
$320K - $359K
|
11.2K
$640K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 90.0% |
$1.01K - $1.13K
|
2
$114
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.67KNew |
$261K - $293K
|
4.67K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.3K+ 7.78% |
$72.9K - $81.8K
|
18.1K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.86K+ 42.51% |
$160K - $179K
|
9.57K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
37.4KNew |
$2.09M - $2.35M
|
37.4K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
12.2K+ 3.91% |
$681K - $764K
|
323K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13.7K+ 91.46% |
$766K - $859K
|
28.6K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
29.8KNew |
$1.67M - $1.87M
|
29.8K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
94New |
$5.26K - $5.9K
|
94
$5.37K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
106K+ 707.95% |
$5.96M - $6.68M
|
121K
$6.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-828- 1.42% |
$46.3K - $52K
|
57.7K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
28.3KNew |
$1.58M - $1.78M
|
28.3K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-470- 2.13% |
$26.3K - $29.5K
|
21.6K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-33- 0.72% |
$1.85K - $2.07K
|
4.54K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-236- 0.71% |
$13.2K - $14.8K
|
32.9K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.09K- 48.94% |
$229K - $257K
|
4.27K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
237+ 1.57% |
$13.3K - $14.9K
|
15.3K
$876K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-535- 6.36% |
$29.9K - $33.6K
|
7.88K
$450K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
17.6KNew |
$983K - $1.1M
|
17.6K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
599+ 0.31% |
$33.5K - $37.6K
|
195K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
47+ 0.71% |
$2.63K - $2.95K
|
6.66K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.18% |
$392 - $439
|
3.99K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-278- 2.37% |
$15.6K - $17.4K
|
11.4K
$653K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$2.01K - $2.26K
|
36
$2.06K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-11- 5.82% |
$616 - $690
|
178
$10.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.15K+ 1.62% |
$512K - $574K
|
575K
$32.9M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.62K+ 3.38% |
$90.5K - $101K
|
49.5K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
324New |
$18.1K - $20.3K
|
324
$18.5K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
511+ 3.84% |
$28.6K - $32.1K
|
13.8K
$789K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.42K- 3.95% |
$247K - $277K
|
107K
$6.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.85K- 3.53% |
$271K - $304K
|
133K
$7.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$336 - $377
|
6
$343
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
883New |
$49.4K - $55.4K
|
883
$50.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-890- 17.2% |
$49.8K - $55.8K
|
4.29K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
66.6K+ 172.09% |
$3.73M - $4.18M
|
105K
$6.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-52- 1.07% |
$2.91K - $3.26K
|
4.79K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
704+ 29.14% |
$39.4K - $44.2K
|
3.12K
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.19K- 52.0% |
$347K - $389K
|
5.72K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
30.4K+ 4.14% |
$1.7M - $1.91M
|
764K
$43.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.31K+ 12.53% |
$73.2K - $82K
|
11.7K
$670K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
23.5KNew |
$1.31M - $1.47M
|
23.5K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-420- 4.53% |
$23.5K - $26.4K
|
8.86K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-34.2K- 9.89% |
$1.92M - $2.15M
|
312K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
341+ 9.32% |
$19.1K - $21.4K
|
4K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-204- 0.92% |
$11.4K - $12.8K
|
22.1K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
22.7K+ 1.99% |
$1.27M - $1.43M
|
1.16M
$66.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.8KNew |
$268K - $301K
|
4.8K
$274K
|