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 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
261New |
$12.1K - $14.7K
|
261
$15.4K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$186 - $225
|
4
$237
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
63.8KNew |
$2.96M - $3.59M
|
63.8K
$3.77M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
90New |
$4.18K - $5.07K
|
90
$5.32K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.9K- 36.85% |
$135K - $163K
|
4.97K
$294K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
126New |
$5.85K - $7.09K
|
126
$7.45K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-22.5K- 15.68% |
$1.05M - $1.27M
|
121K
$7.16M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-445- 9.01% |
$20.7K - $25K
|
4.5K
$266K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-200- 1.0% |
$9.29K - $11.3K
|
19.9K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-84.8K- 24.21% |
$3.94M - $4.78M
|
266K
$15.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 44.64% |
$1.16K - $1.41K
|
31
$1.83K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.36KNew |
$202K - $245K
|
4.36K
$258K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-23- 0.24% |
$1.07K - $1.29K
|
9.69K
$573K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
70.6KNew |
$3.28M - $3.97M
|
70.6K
$4.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.22KNew |
$242K - $294K
|
5.22K
$309K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.15K- 2.51% |
$97.9K - $113K
|
83.5K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
279+ 69.92% |
$12.7K - $14.7K
|
678
$40.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
892New |
$40.7K - $47K
|
892
$52.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
8.5KNew |
$388K - $448K
|
8.5K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
651New |
$29.7K - $34.3K
|
651
$38.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
4.8KNew |
$219K - $253K
|
4.8K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-496- 26.85% |
$22.6K - $26.1K
|
1.35K
$79.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 1.04% |
$137 - $158
|
285
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$121K - $140K
|
2.66K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
98+ 100.0% |
$4.47K - $5.16K
|
196
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.57KNew |
$254K - $294K
|
5.57K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-52.5K- 90.47% |
$2.4M - $2.77M
|
5.53K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
CALL |
140KNew |
$6.39M - $7.38M
|
140K
$8.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.16KNew |
$53.1K - $61.3K
|
1.16K
$68.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-70- 40.23% |
$3.19K - $3.69K
|
104
$6.15K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.84KNew |
$312K - $360K
|
6.84K
$405K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$2.28K - $2.63K
|
50
$2.96K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 441.67% |
$2.42K - $2.79K
|
65
$3.85K
|
|
|
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
$4.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8New |
$365 - $421
|
8
$473
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.7KNew |
$806K - $931K
|
17.7K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.19KNew |
$54.3K - $62.7K
|
1.19K
$70.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.2KNew |
$511K - $591K
|
11.2K
$663K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.92KNew |
$87.5K - $101K
|
1.92K
$113K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-177- 1.11% |
$8.07K - $9.32K
|
15.7K
$931K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
80.6KNew |
$3.68M - $4.25M
|
80.6K
$4.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$228 - $263
|
5
$296
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13New |
$593 - $685
|
13
$769
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.18% |
$684 - $790
|
8.33K
$493K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
221New |
$10.1K - $11.6K
|
221
$13.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
91New |
$4.15K - $4.79K
|
91
$5.38K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.97K- 49.63% |
$280K - $358K
|
6.06K
$358K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$28.1K - $36K
|
600
$35.5K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
700+ 5.01% |
$32.8K - $42K
|
14.7K
$867K
|
|