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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
1.07K+ 0.09% |
$56.7K - $66.9K
|
1.14M
$69.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 16.86% |
$3.02K - $3.57K
|
395
$23.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
903+ 0.81% |
$47.9K - $56.6K
|
112K
$6.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-220- 13.33% |
$11.7K - $13.8K
|
1.43K
$86.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
346New |
$18.4K - $21.7K
|
346
$21K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
28+ 0.25% |
$1.49K - $1.75K
|
11.4K
$690K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-216- 1.42% |
$11.5K - $13.5K
|
15K
$911K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.06% |
$902 - $1.07K
|
26.7K
$1.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-236- 5.09% |
$12.5K - $14.8K
|
4.4K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.3K+ 15.96% |
$175K - $207K
|
24K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-138K- 30.65% |
$7.32M - $8.64M
|
312K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
544New |
$28.9K - $34.1K
|
544
$33K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.17K- 0.43% |
$115K - $136K
|
502K
$30.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-302- 3.42% |
$16K - $18.9K
|
8.52K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.23K- 8.59% |
$119K - $140K
|
23.8K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-368- 1.54% |
$19.5K - $23.1K
|
23.6K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
16.9KNew |
$898K - $1.06M
|
16.9K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.93K+ 75.46% |
$262K - $309K
|
11.5K
$695K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.41KNew |
$340K - $402K
|
6.41K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.2K- 5.26% |
$63.5K - $75K
|
21.6K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-80- 11.43% |
$4.25K - $5.01K
|
620
$37.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-575- 10.0% |
$30.5K - $36K
|
5.18K
$314K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59+ 39.86% |
$3.13K - $3.7K
|
207
$12.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.27KNew |
$173K - $205K
|
3.27K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
485New |
$25.7K - $30.4K
|
485
$29.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-249- 2.56% |
$13.2K - $15.6K
|
9.47K
$574K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.32KNew |
$495K - $584K
|
9.32K
$565K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
253New |
$13.4K - $15.9K
|
253
$15.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21+ 0.28% |
$1.11K - $1.32K
|
7.44K
$451K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 1.3% |
$141K - $167K
|
202K
$12.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
88+ 1.25% |
$4.67K - $5.51K
|
7.11K
$431K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.97K+ 43.36% |
$264K - $312K
|
16.4K
$996K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
3.63KNew |
$193K - $228K
|
3.63K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
39K+ 1.47% |
$2.07M - $2.44M
|
2.69M
$163M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72KNew |
$357K - $421K
|
6.72K
$407K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-599- 9.47% |
$31.8K - $37.5K
|
5.73K
$347K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-237- 4.93% |
$12.6K - $14.9K
|
4.57K
$277K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-10.9K- 3.4% |
$581K - $686K
|
311K
$18.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
336+ 3.86% |
$17.8K - $21.1K
|
9.05K
$548K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.0% |
$265 - $313
|
505
$30.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-7.15K- 9.99% |
$379K - $448K
|
64.4K
$3.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20+ 0.19% |
$1.06K - $1.25K
|
10.5K
$634K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.75K+ 11.63% |
$92.6K - $109K
|
16.8K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.92K- 41.91% |
$155K - $183K
|
4.05K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4+ 0.05% |
$212 - $251
|
8.41K
$510K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
45New |
$2.39K - $2.82K
|
45
$2.73K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-278- 1.54% |
$14.8K - $17.4K
|
17.8K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
36.4K+ 15.39% |
$1.93M - $2.28M
|
273K
$16.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
309+ 3862.5% |
$16.4K - $19.4K
|
317
$19.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-974- 5.17% |
$51.7K - $61K
|
17.9K
$1.08M
|