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 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
840+ 20.74% |
$47K - $52.7K
|
4.89K
$289K
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
24.4KNew |
$1.37M - $1.53M
|
24.4K
$1.45M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.6KNew |
$257K - $289K
|
4.6K
$272K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
102New |
$5.71K - $6.4K
|
102
$6.03K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.25KNew |
$69.8K - $78.2K
|
1.25K
$73.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
54New |
$3.02K - $3.39K
|
54
$3.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
55+ 1.6% |
$3.08K - $3.45K
|
3.5K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$660K - $740K
|
11.8K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
54.4KNew |
$3.04M - $3.41M
|
54.4K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.09% |
$56 - $62.8
|
93
$5.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
347New |
$19.4K - $21.8K
|
347
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-90.2K- 96.22% |
$5.05M - $5.66M
|
3.54K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20KNew |
$1.12M - $1.26M
|
20K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
42+ 9.88% |
$2.35K - $2.64K
|
467
$27.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
194New |
$10.9K - $12.2K
|
194
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.44K- 97.17% |
$80.8K - $90.6K
|
42
$2.48K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.96KNew |
$278K - $311K
|
4.96K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 120.0% |
$1.01K - $1.13K
|
33
$1.95K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$5.6K - $6.28K
|
100
$5.92K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2New |
$112 - $126
|
2
$118
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50New |
$2.8K - $3.14K
|
50
$2.96K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
5+ 1.54% |
$280 - $314
|
330
$19.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
104+ 0.54% |
$5.82K - $6.53K
|
19.3K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
13New |
$728 - $816
|
13
$769
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.39K- 24.29% |
$246K - $276K
|
13.7K
$810K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-65- 0.98% |
$3.64K - $4.08K
|
6.6K
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
4.06KNew |
$227K - $255K
|
4.06K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-349- 6.75% |
$19.5K - $21.9K
|
4.82K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.2KNew |
$741K - $830K
|
13.2K
$783K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
78+ 5.45% |
$4.37K - $4.89K
|
1.51K
$89.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.44K+ 6.88% |
$137K - $153K
|
37.9K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 90.0% |
$1.01K - $1.13K
|
2
$118
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-21- 46.67% |
$1.18K - $1.32K
|
24
$1.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-25- 1.33% |
$1.4K - $1.57K
|
1.85K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
37.4KNew |
$2.09M - $2.35M
|
37.4K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.67KNew |
$261K - $293K
|
4.67K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$2.01K - $2.26K
|
36
$2.13K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.09K- 48.94% |
$229K - $257K
|
4.27K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-890- 17.2% |
$49.8K - $55.8K
|
4.29K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
883New |
$49.4K - $55.4K
|
883
$52.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-52- 1.07% |
$2.91K - $3.26K
|
4.79K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.19K- 52.0% |
$347K - $389K
|
5.72K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-290- 4.78% |
$16.2K - $18.2K
|
5.78K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
341+ 9.32% |
$19.1K - $21.4K
|
4K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.8KNew |
$268K - $301K
|
4.8K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.49KNew |
$195K - $219K
|
3.49K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-293- 23.27% |
$16.4K - $18.4K
|
966
$57.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.48% |
$1.68K - $1.88K
|
700
$41.4K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
166New |
$9.29K - $10.4K
|
166
$9.82K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-66.2K- 50.08% |
$3.71M - $4.16M
|
66K
$3.91M
|