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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
457+ 19.9% |
$25.6K - $28.7K
|
2.75K
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.54K- 11.87% |
$198K - $222K
|
26.3K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$5.6K - $6.28K
|
100
$5.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.31KNew |
$73.5K - $82.5K
|
1.31K
$74.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2New |
$112 - $126
|
2
$114
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
44+ 0.29% |
$2.46K - $2.76K
|
15.3K
$871K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-80.3K- 21.1% |
$4.5M - $5.04M
|
300K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.81K- 9.06% |
$213K - $239K
|
38.3K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.79K- 13.7% |
$380K - $426K
|
42.7K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108K+ 8.93% |
$6.06M - $6.79M
|
1.32M
$75.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
562K+ 256.5% |
$31.5M - $35.3M
|
781K
$44.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.11K+ 4.1% |
$174K - $195K
|
79K
$4.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.76K- 8.14% |
$434K - $487K
|
87.5K
$4.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
20KNew |
$1.12M - $1.26M
|
20K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.38K- 1.1% |
$133K - $149K
|
215K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
492New |
$27.5K - $30.9K
|
492
$28.1K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.97% |
$112 - $126
|
209
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-36.1K- 16.55% |
$2.02M - $2.27M
|
182K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.2K- 5.48% |
$347K - $389K
|
107K
$6.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.8K- 4.44% |
$101K - $113K
|
38.7K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50New |
$2.8K - $3.14K
|
50
$2.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 3.29% |
$728 - $816
|
408
$23.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.98K- 0.74% |
$279K - $312K
|
663K
$37.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 23.15% |
$2.63K - $2.95K
|
250
$14.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-789- 14.72% |
$44.2K - $49.5K
|
4.57K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.25K+ 82.79% |
$182K - $204K
|
7.18K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-145- 0.02% |
$8.12K - $9.1K
|
616K
$35.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
39.5KNew |
$2.21M - $2.48M
|
39.5K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.2K- 10.48% |
$67.3K - $75.4K
|
10.3K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-664- 0.19% |
$37.2K - $41.7K
|
357K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-280- 7.27% |
$15.7K - $17.6K
|
3.57K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
13New |
$728 - $816
|
13
$741
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
60KNew |
$3.36M - $3.77M
|
60K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
21.6K+ 208.56% |
$1.21M - $1.35M
|
31.9K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.07% |
$56 - $62.8
|
1.44K
$82.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
104+ 0.54% |
$5.82K - $6.53K
|
19.3K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11+ 0.28% |
$616 - $690
|
3.96K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.99K+ 43.6% |
$111K - $125K
|
6.56K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37New |
$2.07K - $2.32K
|
37
$2.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
88.2K+ 1236.25% |
$4.94M - $5.54M
|
95.4K
$5.44M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.6K- 0.63% |
$145K - $163K
|
407K
$23.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
515+ 11.77% |
$28.8K - $32.3K
|
4.89K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
5+ 1.54% |
$280 - $314
|
330
$18.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2K- 28.1% |
$112K - $125K
|
5.11K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.58K+ 0.71% |
$200K - $225K
|
506K
$28.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.39K- 24.29% |
$246K - $276K
|
13.7K
$781K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
729New |
$40.8K - $45.7K
|
729
$41.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-445- 1.87% |
$24.9K - $27.9K
|
23.3K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
148New |
$8.28K - $9.29K
|
148
$8.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
173KNew |
$9.68M - $10.9M
|
173K
$9.86M
|