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 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 20.04% |
$9.32K - $10.8K
|
798
$47.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.5K+ 3.36% |
$210K - $243K
|
138K
$8.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.66K- 37.24% |
$124K - $143K
|
4.48K
$265K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
8.18KNew |
$381K - $441K
|
8.18K
$484K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-935- 17.47% |
$43.6K - $50.4K
|
4.42K
$261K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$9.32K - $10.8K
|
200
$11.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-117K- 94.79% |
$5.47M - $6.33M
|
6.45K
$381K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-290- 3.72% |
$13.9K - $14.9K
|
7.51K
$444K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4KClosed |
$192K - $206K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
93New |
$4.47K - $4.78K
|
93
$5.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.79KNew |
$278K - $298K
|
5.79K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$384 - $411
|
8
$473
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
57.3KNew |
$2.75M - $2.95M
|
57.3K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
73New |
$3.51K - $3.75K
|
73
$4.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-254- 95.85% |
$12.2K - $13.1K
|
11
$651
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
420New |
$20.2K - $21.6K
|
420
$24.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-888- 13.87% |
$42.7K - $45.7K
|
5.51K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
58.5KNew |
$2.81M - $3.01M
|
58.5K
$3.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-38- 10.7% |
$1.83K - $1.95K
|
317
$18.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 26.2% |
$73.1K - $78.2K
|
4.29K
$254K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
683New |
$32.8K - $35.1K
|
683
$40.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-20.1K- 73.61% |
$964K - $1.03M
|
7.19K
$426K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
790+ 61.72% |
$37.9K - $40.6K
|
2.07K
$122K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
82New |
$3.94K - $4.22K
|
82
$4.85K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-71K- 46.01% |
$3.41M - $3.65M
|
83.4K
$4.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
39New |
$1.87K - $2K
|
39
$2.31K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2New |
$96.1 - $103
|
2
$118
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
630New |
$30.3K - $32.4K
|
630
$37.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.51KNew |
$217K - $232K
|
4.51K
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.87KNew |
$282K - $302K
|
5.87K
$347K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12New |
$576 - $617
|
12
$710
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
92New |
$4.42K - $4.73K
|
92
$5.44K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-418- 0.95% |
$20.1K - $21.5K
|
43.8K
$2.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-146- 3.58% |
$7.01K - $7.51K
|
3.93K
$232K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
473New |
$22.7K - $24.3K
|
473
$28K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
191+ 2.56% |
$9.17K - $9.82K
|
7.66K
$453K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-140- 2.95% |
$6.72K - $7.2K
|
4.6K
$272K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.73MNew |
$131M - $141M
|
2.73M
$162M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42KNew |
$2.02M - $2.16M
|
42K
$2.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48.4K- 90.17% |
$2.32M - $2.49M
|
5.27K
$312K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37New |
$1.78K - $1.9K
|
37
$2.19K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
87New |
$4.18K - $4.47K
|
87
$5.15K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
71.2K+ 1337.77% |
$3.31M - $4.01M
|
76.5K
$4.53M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
9.25KNew |
$430K - $521K
|
9.25K
$547K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
25.5KNew |
$1.18M - $1.44M
|
25.5K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.11KNew |
$191K - $231K
|
4.11K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.78K+ 136.69% |
$268K - $325K
|
10K
$592K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.82K- 13.67% |
$456K - $552K
|
62K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.1KNew |
$283K - $343K
|
6.1K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-76.2K- 43.99% |
$3.54M - $4.29M
|
97.1K
$5.74M
|
|