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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-71K- 46.01% |
$3.41M - $3.65M
|
83.4K
$4.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
82New |
$3.94K - $4.22K
|
82
$4.65K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
790+ 61.72% |
$37.9K - $40.6K
|
2.07K
$117K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-20.1K- 73.61% |
$964K - $1.03M
|
7.19K
$408K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
39New |
$1.87K - $2K
|
39
$2.21K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2New |
$96.1 - $103
|
2
$114
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
630New |
$30.3K - $32.4K
|
630
$35.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.87KNew |
$282K - $302K
|
5.87K
$333K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.51KNew |
$217K - $232K
|
4.51K
$256K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12New |
$576 - $617
|
12
$681
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
92New |
$4.42K - $4.73K
|
92
$5.22K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-418- 0.95% |
$20.1K - $21.5K
|
43.8K
$2.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-146- 3.58% |
$7.01K - $7.51K
|
3.93K
$223K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
191+ 2.56% |
$9.17K - $9.82K
|
7.66K
$435K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
473New |
$22.7K - $24.3K
|
473
$26.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-140- 2.95% |
$6.72K - $7.2K
|
4.6K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.73MNew |
$131M - $141M
|
2.73M
$155M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42KNew |
$2.02M - $2.16M
|
42K
$2.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48.4K- 90.17% |
$2.32M - $2.49M
|
5.27K
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37New |
$1.78K - $1.9K
|
37
$2.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
87New |
$4.18K - $4.47K
|
87
$4.94K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
71.2K+ 1337.77% |
$3.31M - $4.01M
|
76.5K
$4.34M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
9.25KNew |
$430K - $521K
|
9.25K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
25.5KNew |
$1.18M - $1.44M
|
25.5K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.1KNew |
$283K - $343K
|
6.1K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.11KNew |
$191K - $231K
|
4.11K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.78K+ 136.69% |
$268K - $325K
|
10K
$568K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.82K- 13.67% |
$456K - $552K
|
62K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-76.2K- 43.99% |
$3.54M - $4.29M
|
97.1K
$5.51M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
261New |
$12.1K - $14.7K
|
261
$14.8K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
63.8KNew |
$2.96M - $3.59M
|
63.8K
$3.62M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$186 - $225
|
4
$227
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.9K- 36.85% |
$135K - $163K
|
4.97K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
90New |
$4.18K - $5.07K
|
90
$5.11K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
126New |
$5.85K - $7.09K
|
126
$7.15K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-22.5K- 15.68% |
$1.05M - $1.27M
|
121K
$6.87M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-445- 9.01% |
$20.7K - $25K
|
4.5K
$255K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-200- 1.0% |
$9.29K - $11.3K
|
19.9K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
210New |
$9.75K - $11.8K
|
210
$11.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-84.8K- 24.21% |
$3.94M - $4.78M
|
266K
$15.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 44.64% |
$1.16K - $1.41K
|
31
$1.76K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.36KNew |
$202K - $245K
|
4.36K
$247K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-23- 0.24% |
$1.07K - $1.29K
|
9.69K
$550K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
70.6KNew |
$3.28M - $3.97M
|
70.6K
$4M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.22KNew |
$242K - $294K
|
5.22K
$296K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.15K- 2.51% |
$97.9K - $113K
|
83.5K
$4.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
8.5KNew |
$388K - $448K
|
8.5K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
892New |
$40.7K - $47K
|
892
$50.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
651New |
$29.7K - $34.3K
|
651
$37K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
4.8KNew |
$219K - $253K
|
4.8K
$272K
|
|