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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
309+ 3862.5% |
$16.4K - $19.4K
|
317
$19K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-974- 5.17% |
$51.7K - $61K
|
17.9K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
794+ 6.58% |
$42.1K - $49.8K
|
12.9K
$770K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-160- 4.12% |
$8.49K - $10K
|
3.73K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-1.48K- 13.72% |
$78.3K - $92.4K
|
9.28K
$556K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-713- 1.2% |
$37.8K - $44.7K
|
58.5K
$3.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
622+ 3.07% |
$33K - $39K
|
20.9K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.7K+ 4.12% |
$409K - $482K
|
195K
$11.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
18.8K+ 2.64% |
$1M - $1.18M
|
734K
$44M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
8.59K+ 7.45% |
$456K - $538K
|
124K
$7.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.9K- 2.83% |
$793K - $937K
|
513K
$30.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-194- 9.36% |
$10.3K - $12.2K
|
1.88K
$113K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.3KNew |
$175K - $207K
|
3.3K
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.49KNew |
$185K - $218K
|
3.49K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.21K- 4.41% |
$117K - $139K
|
47.9K
$2.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-407- 6.02% |
$21.6K - $25.5K
|
6.35K
$380K
|
|
|
Oct 22, 2024
Q3 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
113KNew |
$5.99M - $7.07M
|
113K
$6.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 4.74% |
$58.3K - $68.8K
|
22.1K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 3.6% |
$2.49K - $2.95K
|
1.26K
$75.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
582+ 0.22% |
$30.9K - $36.5K
|
259K
$15.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.5K- 4.34% |
$79.8K - $94.2K
|
33.2K
$1.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
20.6K+ 13.08% |
$1.09M - $1.29M
|
178K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 25.31% |
$2.18K - $2.57K
|
203
$12.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-96- 2.15% |
$5.09K - $6.02K
|
4.38K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
400New |
$21.2K - $25.1K
|
400
$24K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.06KNew |
$269K - $317K
|
5.06K
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
16.2K+ 7.27% |
$859K - $1.01M
|
239K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.2K+ 8.22% |
$63.7K - $75.2K
|
15.8K
$947K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.45K+ 2.05% |
$130K - $154K
|
122K
$7.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.2K+ 212.55% |
$5M - $5.9M
|
139K
$8.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.35KNew |
$178K - $210K
|
3.35K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-178- 0.16% |
$9.45K - $11.2K
|
113K
$6.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
280+ 71.79% |
$14.9K - $17.5K
|
670
$40.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.52K- 16.55% |
$134K - $158K
|
12.7K
$762K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.15% |
$318 - $376
|
3.98K
$239K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-161- 98.77% |
$8.54K - $10.1K
|
2
$120
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-27.8K- 13.43% |
$1.48M - $1.74M
|
179K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
375+ 1.05% |
$19.9K - $23.5K
|
36K
$2.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.1KNew |
$801K - $946K
|
15.1K
$905K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.72K+ 35.25% |
$144K - $170K
|
10.4K
$625K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-257K- 86.9% |
$13.6M - $16.1M
|
38.7K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-91.3K- 49.55% |
$4.84M - $5.72M
|
93K
$5.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-140- 2.09% |
$7.43K - $8.77K
|
6.55K
$393K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 2.24% |
$2.23K - $2.63K
|
1.91K
$115K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-33.6K- 76.48% |
$1.78M - $2.11M
|
10.3K
$619K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-47- 0.2% |
$2.49K - $2.95K
|
23.4K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-64- 0.96% |
$3.4K - $4.01K
|
6.61K
$396K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 19.93% |
$122K - $144K
|
13.8K
$826K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-161- 1.33% |
$8.54K - $10.1K
|
11.9K
$714K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
461+ 1.21% |
$24.5K - $28.9K
|
38.7K
$2.32M
|