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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 19.23% |
$265 - $313
|
21
$1.24K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
131New |
$6.95K - $8.21K
|
131
$7.75K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
60New |
$3.18K - $3.76K
|
60
$3.55K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.79KNew |
$236K - $257K
|
4.79K
$283K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.42K- 28.78% |
$169K - $184K
|
8.47K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
111K+ 131.09% |
$5.49M - $5.97M
|
196K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
154New |
$7.6K - $8.27K
|
154
$9.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
43.1KNew |
$2.13M - $2.31M
|
43.1K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24New |
$1.18K - $1.29K
|
24
$1.42K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
906New |
$44.7K - $48.7K
|
906
$53.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
239K+ 8.92% |
$11.8M - $12.8M
|
2.92M
$173M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.52M+ 6467.94% |
$124M - $135M
|
2.55M
$151M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-305- 8.44% |
$15.1K - $16.4K
|
3.31K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14+ 0.33% |
$691 - $752
|
4.32K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-462- 7.6% |
$22.8K - $24.8K
|
5.61K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30K- 14.63% |
$1.48M - $1.61M
|
175K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.12K- 55.27% |
$55.1K - $60K
|
904
$53.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-402- 3.75% |
$19.8K - $21.6K
|
10.3K
$611K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
4.21KNew |
$208K - $226K
|
4.21K
$249K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.93K- 11.5% |
$95.4K - $104K
|
14.9K
$880K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-321- 3.1% |
$15.8K - $17.2K
|
10K
$593K
|
|
|
Jul 08, 2024
Q2 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
1.15K+ 0.57% |
$56.8K - $61.8K
|
202K
$11.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10New |
$494 - $537
|
10
$592
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-25- 0.21% |
$1.23K - $1.34K
|
11.7K
$692K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.48K+ 4.9% |
$179K - $191K
|
74.5K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$51.3 - $54.8
|
1
$59.2
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 10.65% |
$75.3K - $80.4K
|
15.2K
$902K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 126.4% |
$920K - $982K
|
32.1K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
779+ 1.77% |
$40K - $42.7K
|
44.7K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-117K- 87.62% |
$6.01M - $6.41M
|
16.5K
$978K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-600- 40.0% |
$30.8K - $32.9K
|
900
$53.2K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.39KNew |
$225K - $241K
|
4.39K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-636- 5.13% |
$32.6K - $34.9K
|
11.8K
$696K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-292- 15.05% |
$15K - $16K
|
1.65K
$97.5K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-91.1K- 3.39% |
$4.68M - $4.99M
|
2.6M
$154M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
20New |
$1.03K - $1.1K
|
20
$1.18K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
36+ 0.74% |
$1.85K - $1.97K
|
4.87K
$288K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1Closed |
$51.3 - $54.8
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-881- 99.89% |
$45.2K - $48.3K
|
1
$59.2
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
9KNew |
$462K - $493K
|
9K
$532K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
84.2KNew |
$4.32M - $4.62M
|
84.2K
$4.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
454New |
$23.3K - $24.9K
|
454
$26.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 1.76% |
$4.52K - $4.82K
|
4.92K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 2.27% |
$51.3 - $54.8
|
45
$2.66K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-214- 4.02% |
$11K - $11.7K
|
5.11K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5KNew |
$257K - $274K
|
5K
$296K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$5.13K - $5.48K
|
100
$5.92K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-140- 3.52% |
$7.19K - $7.67K
|
3.84K
$227K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$51.3 - $54.8
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
49+ 2.84% |
$2.52K - $2.69K
|
1.77K
$105K
|
|