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 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.27K+ 13.9% |
$183K - $205K
|
26.8K
$1.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
457+ 2.46% |
$25.6K - $28.7K
|
19K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.26K+ 102.28% |
$70.3K - $78.8K
|
2.48K
$142K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.36KNew |
$356K - $399K
|
6.36K
$363K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-6.07K- 38.2% |
$339K - $381K
|
9.81K
$560K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
14.9KNew |
$833K - $934K
|
14.9K
$848K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-46.2K- 40.85% |
$2.59M - $2.9M
|
66.9K
$3.82M
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
9.9K+ 266.85% |
$525K - $620K
|
13.6K
$776K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.31KNew |
$229K - $270K
|
4.31K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.45% |
$106 - $125
|
444
$25.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.03K- 7.74% |
$54.9K - $64.8K
|
12.3K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.68KNew |
$196K - $231K
|
3.68K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.58KNew |
$190K - $224K
|
3.58K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
9.1K+ 27.74% |
$483K - $570K
|
41.9K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-59- 0.55% |
$3.13K - $3.7K
|
10.6K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
127+ 2.36% |
$6.74K - $7.96K
|
5.51K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.3KNew |
$1.87M - $2.21M
|
35.3K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.04KNew |
$215K - $253K
|
4.04K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.42KNew |
$181K - $214K
|
3.42K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
95New |
$5.04K - $5.95K
|
95
$5.42K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-975- 22.72% |
$51.7K - $61.1K
|
3.32K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-420- 91.3% |
$22.3K - $26.3K
|
40
$2.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$281K - $331K
|
5.29K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
33New |
$1.75K - $2.07K
|
33
$1.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.4KNew |
$656K - $775K
|
12.4K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.1K- 64.59% |
$644K - $760K
|
6.65K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
197K+ 1506.1% |
$10.5M - $12.4M
|
211K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-428- 2.61% |
$22.7K - $26.8K
|
16K
$911K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.28KNew |
$174K - $206K
|
3.28K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.44K+ 7.85% |
$182K - $215K
|
47.2K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.87K- 3.43% |
$206K - $243K
|
109K
$6.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.6KNew |
$828K - $978K
|
15.6K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$135K - $160K
|
2.55K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
62New |
$3.29K - $3.88K
|
62
$3.54K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-742- 15.02% |
$39.4K - $46.5K
|
4.2K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 43.18% |
$1.01K - $1.19K
|
63
$3.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30New |
$1.59K - $1.88K
|
30
$1.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.67KNew |
$248K - $292K
|
4.67K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.68K+ 2.55% |
$142K - $168K
|
108K
$6.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.6KNew |
$456K - $539K
|
8.6K
$490K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.2KNew |
$170K - $201K
|
3.2K
$182K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-48- 0.84% |
$2.55K - $3.01K
|
5.66K
$323K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.92KNew |
$367K - $434K
|
6.92K
$395K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-825- 2.63% |
$43.8K - $51.7K
|
30.5K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.3KNew |
$175K - $207K
|
3.3K
$188K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.99KNew |
$212K - $250K
|
3.99K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 0.63% |
$1.22K - $1.44K
|
3.65K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
808New |
$42.9K - $50.6K
|
808
$46.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
346New |
$18.4K - $21.7K
|
346
$19.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.3K+ 15.96% |
$175K - $207K
|
24K
$1.37M
|
|