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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-147- 1.44% |
$8.11K - $8.86K
|
10K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-466- 7.0% |
$25.7K - $28.1K
|
6.19K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-955- 16.68% |
$52.7K - $57.6K
|
4.77K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14K- 48.88% |
$772K - $844K
|
14.6K
$831K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
16+ 0.44% |
$882 - $965
|
3.68K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-18.8K- 99.7% |
$1.04M - $1.13M
|
56
$3.18K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.72K+ 15.39% |
$95.1K - $104K
|
12.9K
$734K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
25New |
$1.38K - $1.51K
|
25
$1.42K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
8.45K+ 26.49% |
$466K - $509K
|
40.3K
$2.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-105- 0.76% |
$5.79K - $6.33K
|
13.7K
$778K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-94- 50.0% |
$5.18K - $5.67K
|
94
$5.34K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.78K+ 4.51% |
$98.3K - $107K
|
41.3K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-61- 0.53% |
$3.36K - $3.68K
|
11.4K
$645K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 17.04% |
$59.8K - $65.4K
|
5.28K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
10+ 3.45% |
$551 - $603
|
300
$17K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
541+ 6.87% |
$29.8K - $32.6K
|
8.42K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
737+ 4.2% |
$40.6K - $44.4K
|
18.3K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 4.83% |
$577K - $630K
|
206K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40- 0.82% |
$2.21K - $2.41K
|
4.85K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.11K+ 108.51% |
$226K - $248K
|
7.89K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-356- 2.27% |
$19.6K - $21.5K
|
15.3K
$868K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-158K- 92.72% |
$8.73M - $9.55M
|
12.4K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 9.64% |
$95.2K - $104K
|
19.6K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
24.5K+ 98.53% |
$1.35M - $1.47M
|
49.3K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
229+ 1.84% |
$12.6K - $13.8K
|
12.7K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
15+ 0.07% |
$827 - $904
|
22.1K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
248KNew |
$13.7M - $14.9M
|
248K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
397+ 1.12% |
$21.9K - $23.9K
|
36K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
26.2K+ 8.81% |
$1.44M - $1.58M
|
323K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 24.04% |
$72.2K - $78.9K
|
4.14K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
459+ 4.81% |
$25.3K - $27.7K
|
9.99K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28.5KNew |
$1.57M - $1.72M
|
28.5K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.6K+ 11.5% |
$198K - $217K
|
34.9K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-39- 8.78% |
$2.15K - $2.35K
|
405
$23K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-15.3K- 8.2% |
$842K - $921K
|
171K
$9.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10.1KNew |
$556K - $608K
|
10.1K
$573K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.59K- 25.21% |
$143K - $156K
|
7.68K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
192+ 4.4% |
$10.6K - $11.6K
|
4.56K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-141- 0.65% |
$7.77K - $8.5K
|
21.5K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.35% |
$110 - $121
|
569
$32.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
117K+ 5077.52% |
$6.44M - $7.04M
|
119K
$6.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-60- 1.92% |
$3.31K - $3.62K
|
3.06K
$174K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
68+ 0.49% |
$3.75K - $4.1K
|
13.9K
$788K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
35+ 0.19% |
$1.93K - $2.11K
|
18.1K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-8.78K- 6.62% |
$484K - $529K
|
124K
$7.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.39% |
$110 - $121
|
512
$29.1K
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-36.4K- 11.67% |
$2.01M - $2.19M
|
275K
$15.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-466- 4.05% |
$25.7K - $28.1K
|
11.1K
$627K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
7.47KNew |
$412K - $450K
|
7.47K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.48% |
$55.1 - $60.3
|
210
$11.9K
|