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 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1+ 0.01% |
$55.1 - $60.3
|
17.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.05KNew |
$334K - $365K
|
6.05K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-11.8K- 3.67% |
$648K - $709K
|
308K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
599+ 5.65% |
$33K - $36.1K
|
11.2K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-36.5K- 4.77% |
$2.01M - $2.2M
|
728K
$41.3M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
4.06KNew |
$224K - $245K
|
4.06K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-789- 82.88% |
$43.5K - $47.6K
|
163
$9.25K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.09K- 28.63% |
$226K - $247K
|
10.2K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 9.2% |
$88.2K - $96.5K
|
19K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40.1K+ 29.58% |
$2.21M - $2.42M
|
176K
$9.96M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.95KClosed |
$163K - $178K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.77KNew |
$539K - $589K
|
9.77K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.62K+ 0.95% |
$145K - $158K
|
278K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.08K- 14.48% |
$280K - $306K
|
30K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.2K- 29.8% |
$287K - $314K
|
12.3K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.07% |
$110 - $121
|
2.76K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.43K- 17.47% |
$244K - $267K
|
20.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.14K+ 1.59% |
$63.1K - $69K
|
73.1K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
1+ 0.01% |
$55.1 - $60.3
|
9.48K
$538K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.73K+ 5.69% |
$537K - $587K
|
181K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8New |
$441 - $482
|
8
$454
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.2K+ 20.99% |
$781K - $854K
|
81.6K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
381+ 8.34% |
$21K - $23K
|
4.95K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-33.5K- 21.52% |
$1.85M - $2.02M
|
122K
$6.93M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.04KNew |
$223K - $244K
|
4.04K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.66K- 25.35% |
$91.7K - $100K
|
4.9K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-360K- 95.47% |
$19.8M - $21.7M
|
17.1K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
123New |
$6.78K - $7.42K
|
123
$6.98K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
105+ 26.25% |
$5.79K - $6.33K
|
505
$28.7K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-793- 5.73% |
$43.7K - $47.8K
|
13K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8.9K- 60.96% |
$491K - $537K
|
5.7K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53.4K- 8.67% |
$2.95M - $3.22M
|
563K
$31.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.24K- 6.35% |
$124K - $135K
|
33.1K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
19KNew |
$1.05M - $1.14M
|
19K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.66K- 45.61% |
$478K - $522K
|
10.3K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
17.3KNew |
$951K - $1.04M
|
17.3K
$979K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
99KNew |
$5.46M - $5.97M
|
99K
$5.62M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-351- 27.92% |
$19.4K - $21.2K
|
906
$51.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.01K+ 11.08% |
$55.6K - $60.8K
|
10.1K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$55.1 - $60.3
|
1
$56.8
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.07K- 5.33% |
$114K - $125K
|
36.8K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.46K+ 1.52% |
$301K - $329K
|
365K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.71K- 22.52% |
$259K - $284K
|
16.2K
$919K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-105K- 60.94% |
$5.81M - $6.35M
|
67.5K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.35K- 3.94% |
$74.6K - $81.6K
|
33K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.13K+ 73.39% |
$172K - $189K
|
7.39K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 0.42% |
$827 - $904
|
3.59K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
275New |
$15.2K - $16.6K
|
275
$15.6K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
307+ 3.59% |
$16.9K - $18.5K
|
8.86K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-91K- 29.13% |
$5.02M - $5.49M
|
221K
$12.6M
|