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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-496- 26.85% |
$22.6K - $26.1K
|
1.35K
$76.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 1.04% |
$137 - $158
|
285
$16.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$121K - $140K
|
2.66K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
279+ 69.92% |
$12.7K - $14.7K
|
678
$38.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.57KNew |
$254K - $294K
|
5.57K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
CALL |
140KNew |
$6.39M - $7.38M
|
140K
$7.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-52.5K- 90.47% |
$2.4M - $2.77M
|
5.53K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
98+ 100.0% |
$4.47K - $5.16K
|
196
$11.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.16KNew |
$53.1K - $61.3K
|
1.16K
$66.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-70- 40.23% |
$3.19K - $3.69K
|
104
$5.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.84KNew |
$312K - $360K
|
6.84K
$388K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6+ 0.03% |
$274 - $316
|
19.8K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$2.28K - $2.63K
|
50
$2.84K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 441.67% |
$2.42K - $2.79K
|
65
$3.69K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-9Closed |
$411 - $474
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-70.4K- 48.62% |
$3.21M - $3.71M
|
74.4K
$4.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.7KNew |
$806K - $931K
|
17.7K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.19KNew |
$54.3K - $62.7K
|
1.19K
$67.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8New |
$365 - $421
|
8
$454
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.2KNew |
$511K - $591K
|
11.2K
$636K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.92KNew |
$87.5K - $101K
|
1.92K
$109K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-177- 1.11% |
$8.07K - $9.32K
|
15.7K
$893K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
80.6KNew |
$3.68M - $4.25M
|
80.6K
$4.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13New |
$593 - $685
|
13
$738
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$228 - $263
|
5
$284
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.18% |
$684 - $790
|
8.33K
$473K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
221New |
$10.1K - $11.6K
|
221
$12.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
91New |
$4.15K - $4.79K
|
91
$5.17K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
63.8KNew |
$2.99M - $3.83M
|
63.8K
$3.62M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.97K- 49.63% |
$280K - $358K
|
6.06K
$344K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$28.1K - $36K
|
600
$34.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$878K - $1.12M
|
18.7K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.55K- 47.6% |
$213K - $273K
|
5.01K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
700+ 5.01% |
$32.8K - $42K
|
14.7K
$832K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45New |
$2.11K - $2.7K
|
45
$2.55K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$253K - $324K
|
5.4K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6New |
$281 - $360
|
6
$341
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.06KNew |
$284K - $364K
|
6.06K
$344K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
99New |
$4.64K - $5.94K
|
99
$5.62K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-24.8K- 3.23% |
$1.17M - $1.49M
|
744K
$42.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.74% |
$46.9 - $60
|
136
$7.72K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-530- 33.89% |
$24.9K - $31.8K
|
1.03K
$58.7K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-479- 65.8% |
$22.5K - $28.8K
|
249
$14.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
6.53K+ 1.93% |
$306K - $392K
|
345K
$19.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
102KNew |
$4.78M - $6.11M
|
102K
$5.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-130Closed |
$6.1K - $7.81K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
912New |
$42.8K - $54.8K
|
912
$51.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.86K- 15.77% |
$181K - $232K
|
20.6K
$1.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
366New |
$17.2K - $22K
|
366
$20.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 11.11% |
$23.5K - $30K
|
4K
$227K
|
|