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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19K+ 90.52% |
$1.05M - $1.15M
|
40.1K
$2.27M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.29K+ 1.53% |
$182K - $198K
|
218K
$12.4M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.23KNew |
$233K - $255K
|
4.23K
$240K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.31K- 29.22% |
$128K - $139K
|
5.6K
$318K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-321- 24.01% |
$17.7K - $19.4K
|
1.02K
$57.7K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
417+ 0.18% |
$23K - $25.1K
|
226K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.88K- 2.99% |
$104K - $113K
|
61K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-555K- 56.35% |
$30.6M - $33.4M
|
430K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.1K+ 3.6% |
$1.82M - $1.99M
|
953K
$54.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.34K- 8.6% |
$73.8K - $80.7K
|
14.2K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
44.9K+ 12.17% |
$2.47M - $2.7M
|
414K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.7KNew |
$758K - $828K
|
13.7K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68.3K+ 48.68% |
$3.76M - $4.11M
|
208K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-902- 13.92% |
$49.7K - $54.4K
|
5.58K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.55K+ 26.63% |
$141K - $154K
|
12.1K
$688K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66+ 3.35% |
$3.64K - $3.98K
|
2.04K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.58K- 19.65% |
$253K - $276K
|
18.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.41K- 21.86% |
$77.9K - $85.1K
|
5.05K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-421- 1.74% |
$23.2K - $25.4K
|
23.7K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.92K+ 18.15% |
$271K - $296K
|
32K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.42KNew |
$409K - $448K
|
7.42K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
695+ 1.74% |
$38.3K - $41.9K
|
40.6K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.2K- 10.02% |
$232K - $253K
|
37.7K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.1K- 0.64% |
$556K - $607K
|
1.57M
$89.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.05K+ 5.24% |
$278K - $304K
|
101K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.3K- 3.38% |
$71.4K - $78.1K
|
37K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 12.91% |
$616K - $674K
|
97.8K
$5.55M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.24KNew |
$68.3K - $74.6K
|
1.24K
$70.3K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54K+ 59.65% |
$2.98M - $3.25M
|
144K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 50.0% |
$5.51K - $6.03K
|
100
$5.68K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.9K+ 85.08% |
$2.86M - $3.13M
|
113K
$6.41M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.5K+ 23.67% |
$138K - $151K
|
13K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
97+ 97.0% |
$5.35K - $5.85K
|
197
$11.2K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.82KNew |
$211K - $230K
|
3.82K
$217K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.56KNew |
$251K - $275K
|
4.56K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-43- 17.41% |
$2.37K - $2.59K
|
204
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
21.2KNew |
$1.17M - $1.28M
|
21.2K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-44- 1.02% |
$2.43K - $2.65K
|
4.28K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
394+ 4.1% |
$21.7K - $23.8K
|
10K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.1K- 12.18% |
$336K - $368K
|
44K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.68K+ 110.34% |
$423K - $463K
|
14.6K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.57K+ 0.84% |
$307K - $336K
|
669K
$38M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.2K+ 8.39% |
$619K - $677K
|
145K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.41K- 1.81% |
$77.7K - $84.9K
|
76.4K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-11.8K- 58.72% |
$652K - $713K
|
8.32K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.54K- 21.84% |
$471K - $515K
|
30.6K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
214K+ 16.18% |
$11.8M - $12.9M
|
1.53M
$87M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
279+ 4.73% |
$15.4K - $16.8K
|
6.18K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.2K+ 14.55% |
$1.22M - $1.34M
|
175K
$9.92M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-83- 0.11% |
$4.58K - $5K
|
79K
$4.48M
|