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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
44KNew |
$2.17M - $2.36M
|
44K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
906New |
$44.7K - $48.7K
|
906
$54.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
853+ 11.32% |
$42.1K - $45.8K
|
8.39K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
43.1KNew |
$2.13M - $2.31M
|
43.1K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
239K+ 8.92% |
$11.8M - $12.8M
|
2.92M
$177M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24New |
$1.18K - $1.29K
|
24
$1.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.52M+ 6467.94% |
$124M - $135M
|
2.55M
$155M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-462- 7.6% |
$22.8K - $24.8K
|
5.61K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14+ 0.33% |
$691 - $752
|
4.32K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-305- 8.44% |
$15.1K - $16.4K
|
3.31K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30K- 14.63% |
$1.48M - $1.61M
|
175K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
254New |
$12.5K - $13.6K
|
254
$15.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.12K- 55.27% |
$55.1K - $60K
|
904
$54.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-18.7K- 17.5% |
$924K - $1.01M
|
88.3K
$5.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
309+ 2.13% |
$15.2K - $16.6K
|
14.8K
$899K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-402- 3.75% |
$19.8K - $21.6K
|
10.3K
$626K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-51- 0.09% |
$2.52K - $2.74K
|
57.1K
$3.46M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-310- 4.18% |
$15.3K - $16.6K
|
7.1K
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
4.21KNew |
$208K - $226K
|
4.21K
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.93K- 11.5% |
$95.4K - $104K
|
14.9K
$901K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-925- 13.22% |
$45.6K - $49.7K
|
6.07K
$368K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-321- 3.1% |
$15.8K - $17.2K
|
10K
$607K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
490New |
$24.2K - $26.3K
|
490
$29.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10New |
$494 - $537
|
10
$606
|
|
|
Jul 08, 2024
Q2 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
1.15K+ 0.57% |
$56.8K - $61.8K
|
202K
$12.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-25- 0.21% |
$1.23K - $1.34K
|
11.7K
$708K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-735Closed |
$37.7K - $40.3K
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3New |
$154 - $164
|
3
$182
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.48K+ 4.9% |
$179K - $191K
|
74.5K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$51.3 - $54.8
|
1
$60.6
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 10.65% |
$75.3K - $80.4K
|
15.2K
$924K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 126.4% |
$920K - $982K
|
32.1K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-117K- 87.62% |
$6.01M - $6.41M
|
16.5K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.7K+ 80.21% |
$395K - $422K
|
17.3K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
779+ 1.77% |
$40K - $42.7K
|
44.7K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.39KNew |
$225K - $241K
|
4.39K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-600- 40.0% |
$30.8K - $32.9K
|
900
$54.5K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-636- 5.13% |
$32.6K - $34.9K
|
11.8K
$713K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-292- 15.05% |
$15K - $16K
|
1.65K
$99.9K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-91.1K- 3.39% |
$4.68M - $4.99M
|
2.6M
$157M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.4K+ 350.56% |
$842K - $900K
|
21.1K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
20New |
$1.03K - $1.1K
|
20
$1.21K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
36+ 0.74% |
$1.85K - $1.97K
|
4.87K
$295K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1Closed |
$51.3 - $54.8
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
53+ 38.69% |
$2.72K - $2.9K
|
190
$11.5K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
9KNew |
$462K - $493K
|
9K
$545K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
84.2KNew |
$4.32M - $4.62M
|
84.2K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-881- 99.89% |
$45.2K - $48.3K
|
1
$60.6
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
454New |
$23.3K - $24.9K
|
454
$27.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 1.76% |
$4.52K - $4.82K
|
4.92K
$298K
|
|