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 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 4.47% |
$882 - $1.1K
|
427
$25.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.86KNew |
$170K - $213K
|
3.86K
$231K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.15% |
$46.6 - $53.9
|
86
$5.15K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
165New |
$7.69K - $8.9K
|
165
$9.89K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1KNew |
$46.6K - $53.9K
|
1K
$59.9K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.81KNew |
$84.4K - $97.7K
|
1.81K
$109K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-150- 49.83% |
$6.99K - $8.09K
|
151
$9.05K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.8KNew |
$224K - $259K
|
4.8K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.64KNew |
$216K - $250K
|
4.64K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-194- 2.55% |
$9.04K - $10.5K
|
7.43K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
58New |
$2.7K - $3.13K
|
58
$3.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
348New |
$16.2K - $18.8K
|
348
$20.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.63KClosed |
$75.9K - $87.9K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.38KNew |
$204K - $236K
|
4.38K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.28KNew |
$292K - $338K
|
6.28K
$376K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$46.6 - $53.9
|
1
$59.9
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-44- 40.37% |
$2.05K - $2.37K
|
65
$3.89K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-374- 4.07% |
$17.4K - $20.2K
|
8.82K
$529K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.32K- 34.56% |
$108K - $125K
|
4.39K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-640- 5.18% |
$29.8K - $34.5K
|
11.7K
$702K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
239New |
$11.1K - $12.9K
|
239
$14.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.26K- 72.76% |
$58.6K - $67.9K
|
471
$28.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29New |
$1.35K - $1.56K
|
29
$1.74K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-459- 6.58% |
$21.4K - $24.8K
|
6.52K
$390K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
458+ 7.77% |
$21.3K - $24.7K
|
6.35K
$380K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-280- 50.09% |
$13K - $15.1K
|
279
$16.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.84KNew |
$365K - $423K
|
7.84K
$470K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
33+ 0.34% |
$1.54K - $1.78K
|
9.75K
$584K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 20.04% |
$9.32K - $10.8K
|
798
$47.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.5K+ 3.36% |
$210K - $243K
|
138K
$8.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.66K- 37.24% |
$124K - $143K
|
4.48K
$269K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
8.18KNew |
$381K - $441K
|
8.18K
$490K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-935- 17.47% |
$43.6K - $50.4K
|
4.42K
$265K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27New |
$1.26K - $1.46K
|
27
$1.62K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$9.32K - $10.8K
|
200
$12K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-117K- 94.79% |
$5.47M - $6.33M
|
6.45K
$386K
|
|
| Q2 2023 | |||||||
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.09K- 32.86% |
$197K - $210K
|
8.36K
$501K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-290- 3.72% |
$13.9K - $14.9K
|
7.51K
$450K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4KClosed |
$192K - $206K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
93New |
$4.47K - $4.78K
|
93
$5.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.79KNew |
$278K - $298K
|
5.79K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$384 - $411
|
8
$479
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
73New |
$3.51K - $3.75K
|
73
$4.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-254- 95.85% |
$12.2K - $13.1K
|
11
$659
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
57.3KNew |
$2.75M - $2.95M
|
57.3K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-888- 13.87% |
$42.7K - $45.7K
|
5.51K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
420New |
$20.2K - $21.6K
|
420
$25.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
58.5KNew |
$2.81M - $3.01M
|
58.5K
$3.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
683New |
$32.8K - $35.1K
|
683
$40.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-38- 10.7% |
$1.83K - $1.95K
|
317
$19K
|
|