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 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$603K - $644K
|
11.7K
$695K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.2K+ 57.91% |
$113K - $121K
|
6K
$355K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-143- 99.31% |
$6.3K - $7.89K
|
1
$59.2
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.7KNew |
$163K - $204K
|
3.7K
$219K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7New |
$309 - $386
|
7
$414
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
76New |
$3.35K - $4.2K
|
76
$4.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.06% |
$176 - $221
|
7.26K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.3K- 81.46% |
$57.1K - $71.5K
|
295
$17.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.93KNew |
$173K - $217K
|
3.93K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.4K- 76.92% |
$680K - $851K
|
4.63K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55New |
$2.42K - $3.04K
|
55
$3.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.4K- 50.75% |
$460K - $575K
|
10.1K
$599K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
572New |
$25.2K - $31.6K
|
572
$33.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
148New |
$6.53K - $8.17K
|
148
$8.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-300- 3.04% |
$13.2K - $16.6K
|
9.58K
$567K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
521New |
$23K - $28.8K
|
521
$30.8K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$51.8K - $64.9K
|
1.18K
$69.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
235+ 810.34% |
$10.4K - $13K
|
264
$15.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.67K- 8.07% |
$118K - $147K
|
30.4K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21+ 0.3% |
$926 - $1.16K
|
6.99K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.7K- 5.0% |
$163K - $204K
|
70.4K
$4.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45- 76.27% |
$1.98K - $2.48K
|
14
$828
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-35K- 50.0% |
$1.54M - $1.93M
|
35K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10- 11.76% |
$441 - $552
|
75
$4.44K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
506New |
$22.3K - $27.9K
|
506
$29.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.86KNew |
$170K - $213K
|
3.86K
$228K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 4.47% |
$882 - $1.1K
|
427
$25.3K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.15% |
$46.6 - $53.9
|
86
$5.09K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
165New |
$7.69K - $8.9K
|
165
$9.76K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1KNew |
$46.6K - $53.9K
|
1K
$59.2K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.81KNew |
$84.4K - $97.7K
|
1.81K
$107K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.8KNew |
$224K - $259K
|
4.8K
$284K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-150- 49.83% |
$6.99K - $8.09K
|
151
$8.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-194- 2.55% |
$9.04K - $10.5K
|
7.43K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.64KNew |
$216K - $250K
|
4.64K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
58New |
$2.7K - $3.13K
|
58
$3.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.38KNew |
$204K - $236K
|
4.38K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.63KClosed |
$75.9K - $87.9K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.28KNew |
$292K - $338K
|
6.28K
$371K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$46.6 - $53.9
|
1
$59.2
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-44- 40.37% |
$2.05K - $2.37K
|
65
$3.85K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.32K- 34.56% |
$108K - $125K
|
4.39K
$260K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-374- 4.07% |
$17.4K - $20.2K
|
8.82K
$522K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
239New |
$11.1K - $12.9K
|
239
$14.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.26K- 72.76% |
$58.6K - $67.9K
|
471
$27.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29New |
$1.35K - $1.56K
|
29
$1.72K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
458+ 7.77% |
$21.3K - $24.7K
|
6.35K
$376K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-280- 50.09% |
$13K - $15.1K
|
279
$16.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.84KNew |
$365K - $423K
|
7.84K
$464K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
33+ 0.34% |
$1.54K - $1.78K
|
9.75K
$577K
|
|