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 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-378Closed |
$20.2K - $22.8K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21Closed |
$1.12K - $1.27K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.31KNew |
$123K - $139K
|
2.31K
$136K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-727Closed |
$38.9K - $43.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-446Closed |
$23.8K - $27K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.08KClosed |
$236K - $273K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.57KClosed |
$399K - $461K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-36.4KClosed |
$1.69M - $1.95M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.67KClosed |
$77.7K - $89.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-99Closed |
$4.19K - $4.85K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-452Closed |
$19.1K - $22.2K
|
0
$0
|
|
|
Feb 26, 2021
Q4 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-23.6KClosed |
$998K - $1.15M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-4.28KClosed |
$181K - $210K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20- 5.0% |
$847 - $980
|
380
$22.5K
|
|
|
Feb 10, 2021
Q4 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.9KClosed |
$250K - $289K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-77.9KClosed |
$3.3M - $3.82M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-291Closed |
$12.3K - $14.3K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-41Closed |
$1.74K - $2.01K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.27KClosed |
$223K - $258K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-13.8KClosed |
$586K - $678K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-160Closed |
$6.78K - $7.84K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.6KClosed |
$655K - $725K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9.98KClosed |
$419K - $464K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-8.78KClosed |
$369K - $408K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
American Research & Management Co.
|
BUY
|
- |
400New |
$16.8K - $18.6K
|
400
$23.6K
|
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-96Closed |
$4.03K - $4.46K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Bank Ozk
|
SELL
|
- |
-35.7KClosed |
$1.5M - $1.66M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.94KClosed |
$246K - $338K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.1K- 14.1% |
$216K - $297K
|
37.1K
$2.19M
|
|
|
Aug 13, 2020
Q2 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-458Closed |
$16.2K - $22.3K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-13.7KClosed |
$484K - $666K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wrapmanager Inc
|
SELL
|
- |
-53.6KClosed |
$1.89M - $2.61M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.32KClosed |
$188K - $259K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8.06KClosed |
$285K - $392K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400Closed |
$14.1K - $19.5K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-19.4KClosed |
$684K - $942K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-23- 35.94% |
$813 - $1.12K
|
41
$2.42K
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-721Closed |
$25.5K - $35.1K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
BUY
|
- |
61.4KNew |
$2.17M - $2.99M
|
61.4K
$3.63M
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-70Closed |
$2.48K - $3.41K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-38.7KClosed |
$1.37M - $1.88M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-58.2KClosed |
$2.06M - $2.83M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Private Wealth Group, LLC
|
SELL
|
- |
-13.9KClosed |
$491K - $675K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Paragon Capital Management LTD
|
SELL
|
- |
-8.01KClosed |
$283K - $390K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-127KClosed |
$4.48M - $6.16M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-450Closed |
$15.9K - $21.9K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.99KClosed |
$247K - $340K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-361- 69.29% |
$11.7K - $21K
|
160
$9.45K
|
|