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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-293- 23.27% |
$16.4K - $18.4K
|
966
$54.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
428New |
$24K - $26.9K
|
428
$24.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
384+ 7.59% |
$21.5K - $24.1K
|
5.45K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.8K- 50.2% |
$606K - $679K
|
10.7K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.34K- 2.73% |
$187K - $210K
|
119K
$6.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
808+ 0.89% |
$45.2K - $50.7K
|
91.6K
$5.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
705+ 1.69% |
$39.5K - $44.2K
|
42.4K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.48% |
$1.68K - $1.88K
|
700
$39.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31- 0.42% |
$1.74K - $1.95K
|
7.41K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.1K- 18.46% |
$61.3K - $68.7K
|
4.84K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.78KNew |
$268K - $300K
|
4.78K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
18.7K+ 11198.2% |
$1.05M - $1.17M
|
18.9K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.2K- 7.59% |
$67.2K - $75.3K
|
14.6K
$826K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-66.2K- 50.08% |
$3.71M - $4.16M
|
66K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
166New |
$9.29K - $10.4K
|
166
$9.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.5KNew |
$645K - $723K
|
11.5K
$652K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
736+ 47.06% |
$41.2K - $46.2K
|
2.3K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 16.84% |
$168K - $189K
|
14.9K
$841K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
154+ 4.37% |
$8.62K - $9.66K
|
3.68K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
970+ 26.03% |
$54.3K - $60.9K
|
4.7K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-271- 2.59% |
$15.2K - $17K
|
10.2K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.78KNew |
$212K - $237K
|
3.78K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.99% |
$280 - $314
|
510
$28.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15K+ 7.42% |
$837K - $939K
|
216K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-64- 16.2% |
$3.58K - $4.02K
|
331
$18.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.1K+ 2.58% |
$565K - $633K
|
401K
$22.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
707+ 1.07% |
$39.6K - $44.4K
|
66.5K
$3.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
874+ 0.66% |
$48.9K - $54.8K
|
134K
$7.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
209+ 30.25% |
$11.7K - $13.1K
|
900
$50.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-9.35K- 46.88% |
$523K - $587K
|
10.6K
$599K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-669- 5.53% |
$37.4K - $42K
|
11.4K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.42K- 19.03% |
$136K - $152K
|
10.3K
$583K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-910- 9.49% |
$50.9K - $57.1K
|
8.68K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
12.8K+ 4.4% |
$718K - $806K
|
305K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-316- 3.34% |
$17.7K - $19.8K
|
9.15K
$518K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.35KNew |
$467K - $524K
|
8.35K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-51- 0.08% |
$2.85K - $3.2K
|
63.5K
$3.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16+ 0.06% |
$896 - $1K
|
28.3K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.46K+ 2.46% |
$250K - $280K
|
186K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-25- 0.56% |
$1.4K - $1.57K
|
4.45K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.73KNew |
$209K - $234K
|
3.73K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
31.3KNew |
$1.75M - $1.96M
|
31.3K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
24.8KNew |
$1.39M - $1.56M
|
24.8K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
460+ 0.94% |
$25.7K - $28.9K
|
49.3K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.5K- 50.02% |
$758K - $849K
|
13.5K
$765K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-215- 57.03% |
$12K - $13.5K
|
162
$9.17K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-59.9K- 33.44% |
$3.35M - $3.76M
|
119K
$6.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.94K+ 3.17% |
$165K - $185K
|
95.9K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.56K+ 0.8% |
$87.2K - $97.8K
|
195K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
850+ 12.98% |
$47.6K - $53.3K
|
7.4K
$419K
|