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 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
125KNew |
$6.9M - $7.54M
|
125K
$7.1M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
16.4K+ 5.47% |
$905K - $990K
|
317K
$18M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.67K+ 1.82% |
$92.1K - $101K
|
93.3K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 0.93% |
$209K - $228K
|
411K
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.29K+ 100.0% |
$292K - $319K
|
10.6K
$601K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
567+ 0.7% |
$31.3K - $34.2K
|
81.9K
$4.65M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-412- 3.96% |
$22.7K - $24.8K
|
9.99K
$567K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
874+ 9.21% |
$48.2K - $52.7K
|
10.4K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
59.1KNew |
$3.26M - $3.57M
|
59.1K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
128+ 0.45% |
$7.06K - $7.72K
|
28.8K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51.1K+ 109.96% |
$2.82M - $3.08M
|
97.5K
$5.53M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.01K+ 1.88% |
$111K - $121K
|
109K
$6.17M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 2.43% |
$1.93K - $2.11K
|
1.41K
$79.9K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
88+ 0.21% |
$4.85K - $5.31K
|
42.8K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
373+ 1.6% |
$20.6K - $22.5K
|
23.7K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-20.7K- 48.2% |
$1.14M - $1.25M
|
22.3K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 28.59% |
$241K - $263K
|
10.9K
$619K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
158KNew |
$8.73M - $9.54M
|
158K
$8.98M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 218.5% |
$59.3K - $64.8K
|
1.57K
$88.9K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-745- 6.81% |
$41.1K - $44.9K
|
10.2K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
40New |
$2.21K - $2.41K
|
40
$2.27K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
85KNew |
$4.68M - $5.12M
|
85K
$4.82M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-351- 1.24% |
$19.4K - $21.2K
|
27.9K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.03K- 3.64% |
$56.7K - $62K
|
27.2K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-82- 0.45% |
$4.52K - $4.94K
|
18.3K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
61+ 29.76% |
$3.36K - $3.68K
|
266
$15.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-81- 19.85% |
$4.47K - $4.88K
|
327
$18.6K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
610+ 5.73% |
$33.6K - $36.8K
|
11.3K
$639K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
141K+ 5.07% |
$7.75M - $8.48M
|
2.92M
$166M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.9KNew |
$603K - $659K
|
10.9K
$620K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3.5K+ 11.72% |
$193K - $211K
|
33.3K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
451+ 5.19% |
$24.9K - $27.2K
|
9.14K
$519K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
39+ 0.53% |
$2.15K - $2.35K
|
7.34K
$417K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-236K- 30.17% |
$13M - $14.2M
|
546K
$31M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-500- 9.8% |
$27.6K - $30.1K
|
4.6K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.58K+ 63.61% |
$87.1K - $95.3K
|
4.06K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-403- 1.26% |
$22.2K - $24.3K
|
31.5K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.04KNew |
$57.5K - $62.8K
|
1.04K
$59.1K
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
868KNew |
$47.9M - $52.3M
|
868K
$49.3M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.08% |
$165 - $181
|
3.99K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-171K- 14.73% |
$9.45M - $10.3M
|
992K
$56.3M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
44+ 13.58% |
$2.43K - $2.65K
|
368
$20.9K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
646+ 2.42% |
$35.6K - $38.9K
|
27.4K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-21.2K- 81.72% |
$1.17M - $1.28M
|
4.74K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.03K+ 1.32% |
$222K - $243K
|
309K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-82.1K- 86.07% |
$4.53M - $4.95M
|
13.3K
$754K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.4K- 19.84% |
$1.84M - $2.02M
|
135K
$7.67M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-102- 68.92% |
$5.62K - $6.15K
|
46
$2.61K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.15K+ 15.72% |
$173K - $190K
|
23.1K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.5K- 3.92% |
$1.24M - $1.36M
|
553K
$31.4M
|