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 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-4.54KClosed |
$270K - $306K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-5.31KClosed |
$316K - $358K
|
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
|
Blooom, Inc.
|
SELL
|
- |
-10.5KClosed |
$627K - $710K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-3.24KClosed |
$193K - $218K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
116New |
$6.9K - $7.82K
|
116
$6.58K
|
|
|
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
$40.6K
|
|
|
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 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
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-4.16KClosed |
$246K - $281K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-299Closed |
$17.7K - $20.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.2KNew |
$721K - $824K
|
12.2K
$692K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.83KNew |
$226K - $259K
|
3.83K
$217K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-422- 4.62% |
$25K - $28.5K
|
8.72K
$495K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
42.4KNew |
$2.51M - $2.87M
|
42.4K
$2.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
79.5KNew |
$4.7M - $5.37M
|
79.5K
$4.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-400Closed |
$23.7K - $27K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7New |
$414 - $473
|
7
$397
|
|
|
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
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.82KClosed |
$165K - $179K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-1.78KClosed |
$104K - $113K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.7KClosed |
$99.7K - $108K
|
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
$17.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.51KNew |
$88.5K - $95.9K
|
1.51K
$85.7K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
39New |
$2.29K - $2.48K
|
39
$2.21K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
92New |
$5.39K - $5.84K
|
92
$5.22K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
25New |
$1.34K - $1.51K
|
25
$1.42K
|
|
|
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
$131K
|
|
|
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
|
|