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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 9.2% |
$88.2K - $96.5K
|
19K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.77KNew |
$539K - $589K
|
9.77K
$578K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
4.06KNew |
$224K - $245K
|
4.06K
$240K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-11.8K- 58.72% |
$652K - $713K
|
8.32K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8New |
$441 - $482
|
8
$473
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.04KNew |
$223K - $244K
|
4.04K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
123New |
$6.78K - $7.42K
|
123
$7.28K
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8.9K- 60.96% |
$491K - $537K
|
5.7K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$55.1 - $60.3
|
1
$59.2
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-91K- 29.13% |
$5.02M - $5.49M
|
221K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
128+ 0.45% |
$7.06K - $7.72K
|
28.8K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
85KNew |
$4.68M - $5.12M
|
85K
$5.03M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.9KNew |
$603K - $659K
|
10.9K
$647K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-500- 9.8% |
$27.6K - $30.1K
|
4.6K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.04KNew |
$57.5K - $62.8K
|
1.04K
$61.6K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.03K+ 1.32% |
$222K - $243K
|
309K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-21.2K- 81.72% |
$1.17M - $1.28M
|
4.74K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
868KNew |
$47.9M - $52.3M
|
868K
$51.4M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
162New |
$8.93K - $9.77K
|
162
$9.58K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
75New |
$4.14K - $4.52K
|
75
$4.44K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
3.51KNew |
$194K - $212K
|
3.51K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-678- 3.65% |
$37.4K - $40.9K
|
17.9K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
215New |
$11.9K - $13K
|
215
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2New |
$110 - $121
|
2
$118
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 2.83% |
$165 - $181
|
103
$6.09K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
250+ 1.63% |
$13.8K - $15.1K
|
15.6K
$922K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-102K- 95.05% |
$5.63M - $6.16M
|
5.32K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.98K- 7.91% |
$385K - $421K
|
81.3K
$4.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-236- 32.37% |
$13K - $14.2K
|
493
$29.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
52+ 3.96% |
$2.87K - $3.14K
|
1.37K
$80.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6New |
$331 - $362
|
6
$355
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.33KNew |
$128K - $140K
|
2.33K
$138K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
103+ 2.6% |
$5.68K - $6.21K
|
4.06K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-955- 16.68% |
$52.7K - $57.6K
|
4.77K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14K- 48.88% |
$772K - $844K
|
14.6K
$866K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-18.8K- 99.7% |
$1.04M - $1.13M
|
56
$3.31K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
25New |
$1.38K - $1.51K
|
25
$1.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.11K+ 108.51% |
$226K - $248K
|
7.89K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-39- 8.78% |
$2.15K - $2.35K
|
405
$24K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
15+ 0.07% |
$827 - $904
|
22.1K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.59K- 25.21% |
$143K - $156K
|
7.68K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
7.47KNew |
$412K - $450K
|
7.47K
$442K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
490New |
$27K - $29.5K
|
490
$29K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.16K- 66.69% |
$395K - $432K
|
3.58K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 14.95% |
$3.53K - $3.86K
|
364
$21.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-28- 8.46% |
$1.54K - $1.69K
|
303
$17.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3+ 0.08% |
$165 - $181
|
3.92K
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
575New |
$31.7K - $34.7K
|
575
$34K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
793+ 6.08% |
$44.4K - $49.8K
|
13.8K
$819K
|
|