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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
44+ 13.58% |
$2.43K - $2.65K
|
368
$20.6K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-102- 68.92% |
$5.62K - $6.15K
|
46
$2.57K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.5K- 3.92% |
$1.24M - $1.36M
|
553K
$30.9M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
868KNew |
$47.9M - $52.3M
|
868K
$48.6M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.08% |
$165 - $181
|
3.99K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-171K- 14.73% |
$9.45M - $10.3M
|
992K
$55.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
646+ 2.42% |
$35.6K - $38.9K
|
27.4K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-21.2K- 81.72% |
$1.17M - $1.28M
|
4.74K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.03K+ 1.32% |
$222K - $243K
|
309K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-82.1K- 86.07% |
$4.53M - $4.95M
|
13.3K
$743K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.4K- 19.84% |
$1.84M - $2.02M
|
135K
$7.56M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
162New |
$8.93K - $9.77K
|
162
$9.06K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.99K- 29.09% |
$220K - $241K
|
9.73K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03K+ 593.92% |
$167K - $183K
|
3.54K
$198K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.16K+ 1.2% |
$119K - $130K
|
182K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-31K- 29.44% |
$1.71M - $1.87M
|
74.3K
$4.16M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
205+ 3.1% |
$11.3K - $12.4K
|
6.83K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
75New |
$4.14K - $4.52K
|
75
$4.2K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
94+ 2.11% |
$5.18K - $5.67K
|
4.54K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
716+ 1.24% |
$39.5K - $43.2K
|
58.4K
$3.27M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
3.51KNew |
$194K - $212K
|
3.51K
$196K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
969+ 2.28% |
$53.4K - $58.4K
|
43.4K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
23.4KNew |
$1.29M - $1.41M
|
23.4K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-678- 3.65% |
$37.4K - $40.9K
|
17.9K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.13K- 1.59% |
$283K - $309K
|
318K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-12- 6.74% |
$662 - $723
|
166
$9.29K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 160.81% |
$57K - $62.3K
|
1.68K
$93.8K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5New |
$276 - $301
|
5
$280
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
215New |
$11.9K - $13K
|
215
$12K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2New |
$110 - $121
|
2
$112
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.4% |
$55.1 - $60.3
|
251
$14K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
457K+ 376.46% |
$25.2M - $27.6M
|
579K
$32.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
21.1KNew |
$1.16M - $1.27M
|
21.1K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
35+ 0.29% |
$1.93K - $2.11K
|
12.3K
$687K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.23K- 5.07% |
$509K - $557K
|
173K
$9.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
5.68K+ 38.19% |
$313K - $342K
|
20.5K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
250+ 1.63% |
$13.8K - $15.1K
|
15.6K
$872K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.39K- 3.05% |
$76.9K - $84K
|
44.3K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.04% |
$441 - $482
|
20.3K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.2K- 5.17% |
$1M - $1.09M
|
333K
$18.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.03K+ 4.79% |
$388K - $424K
|
154K
$8.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-94- 1.23% |
$5.18K - $5.67K
|
7.55K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-102K- 95.05% |
$5.63M - $6.16M
|
5.32K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 2.83% |
$165 - $181
|
103
$5.76K
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.86KNew |
$268K - $293K
|
4.86K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.33KNew |
$128K - $140K
|
2.33K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
329KNew |
$18.1M - $19.8M
|
329K
$18.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-16.4K- 54.23% |
$906K - $990K
|
13.9K
$775K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 33.33% |
$110 - $121
|
4
$224
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
103+ 2.6% |
$5.68K - $6.21K
|
4.06K
$227K
|