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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
80.1KNew |
$4.77M - $5.4M
|
80.1K
$4.73M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$5.95K - $6.74K
|
100
$5.91K
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.99KClosed |
$178K - $202K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-100Closed |
$5.95K - $6.74K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.63KClosed |
$157K - $177K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-492Closed |
$29.3K - $33.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.45KClosed |
$325K - $368K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-27Closed |
$1.61K - $1.82K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.67KClosed |
$99.2K - $112K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-5.31KClosed |
$316K - $358K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-4.54KClosed |
$270K - $306K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-60Closed |
$3.57K - $4.05K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-3.24KClosed |
$193K - $218K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
SELL
|
- |
-10.5KClosed |
$627K - $710K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
116New |
$6.9K - $7.82K
|
116
$6.85K
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-28Closed |
$1.67K - $1.89K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-3.47KClosed |
$206K - $234K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
437+ 156.63% |
$26K - $29.5K
|
716
$42.3K
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-79.5KClosed |
$4.73M - $5.36M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-101Closed |
$6.01K - $6.81K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-29Closed |
$1.73K - $1.96K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
40New |
$2.37K - $2.7K
|
40
$2.36K
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4.68KClosed |
$277K - $316K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
SELL
|
- |
-5.88KClosed |
$348K - $397K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.45KNew |
$322K - $368K
|
5.45K
$322K
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-4.16KClosed |
$246K - $281K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.2KNew |
$721K - $824K
|
12.2K
$720K
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-422- 4.62% |
$25K - $28.5K
|
8.72K
$515K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-299Closed |
$17.7K - $20.2K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.83KNew |
$226K - $259K
|
3.83K
$226K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
691New |
$40.9K - $46.7K
|
691
$40.8K
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
42.4KNew |
$2.51M - $2.87M
|
42.4K
$2.51M
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
79.5KNew |
$4.7M - $5.37M
|
79.5K
$4.7M
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7New |
$414 - $473
|
7
$414
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-400Closed |
$23.7K - $27K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-109Closed |
$6.45K - $7.37K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-45.5KClosed |
$2.69M - $3.07M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-13.6KClosed |
$804K - $918K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.98KClosed |
$295K - $337K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.7KClosed |
$99.7K - $108K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-1.78KClosed |
$104K - $113K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.82KClosed |
$165K - $179K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-193Closed |
$11.3K - $12.3K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-128Closed |
$7.5K - $8.13K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-135KClosed |
$7.91M - $8.57M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-100- 24.69% |
$5.86K - $6.35K
|
305
$18K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.51KNew |
$88.5K - $95.9K
|
1.51K
$89.2K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
39New |
$2.29K - $2.48K
|
39
$2.3K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
92New |
$5.39K - $5.84K
|
92
$5.44K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
25New |
$1.34K - $1.51K
|
25
$1.48K
|