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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-361- 69.29% |
$11.7K - $21K
|
160
$9.12K
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.7KClosed |
$378K - $680K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.85KClosed |
$254K - $457K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-34.1KClosed |
$1.1M - $1.98M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-30Closed |
$971 - $1.75K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2KClosed |
$64.7K - $116K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-88Closed |
$2.85K - $5.12K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-31.3KClosed |
$1.01M - $1.82M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2Closed |
$64.7 - $116
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-41.7KClosed |
$1.35M - $2.42M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35Closed |
$1.13K - $2.04K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-29.5KClosed |
$955K - $1.72M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-73Closed |
$2.36K - $4.25K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-4.95KClosed |
$160K - $288K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50Closed |
$1.62K - $2.91K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.15KClosed |
$37.1K - $66.8K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-127Closed |
$4.11K - $7.39K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
D. Scott Neal, Inc.
|
SELL
|
- |
-32.5KClosed |
$1.05M - $1.89M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-12.5KClosed |
$405K - $728K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-4KClosed |
$129K - $233K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-6.7KClosed |
$217K - $390K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-388Closed |
$12.6K - $22.6K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
City Holding CO
|
SELL
|
- |
-159- 9.88% |
$5.15K - $9.25K
|
1.45K
$82.7K
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-168KClosed |
$5.42M - $9.75M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-296- 27.59% |
$15.6K - $16.8K
|
777
$44.3K
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-19.5KClosed |
$1.03M - $1.11M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Barings LLC
|
SELL
|
- |
-159KClosed |
$8.37M - $9.01M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3.05KClosed |
$161K - $173K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$10.5K - $11.3K
|
200
$11.4K
|
|
|
Jan 29, 2020
Q4 2019
|
Conning Inc.
|
SELL
|
- |
-115Closed |
$6.06K - $6.52K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-242Closed |
$12.8K - $13.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.67KClosed |
$254K - $259K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.9KClosed |
$212K - $217K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.02MClosed |
$55.7M - $56.9M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-351Closed |
$19.1K - $19.5K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25Closed |
$1.36K - $1.39K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.65KClosed |
$89.8K - $91.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-60- 0.76% |
N/A
|
7.82K
$446K
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-836Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-68.4KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Lincoln National Corp
|
SELL
|
- |
-18KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.46KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Brio Consultants, LLC
|
SELL
|
- |
-2.75KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-384Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.64KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-34Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-34Closed |
N/A
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|