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 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.78KNew |
$268K - $300K
|
4.78K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
209+ 30.25% |
$11.7K - $13.1K
|
900
$53.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
31.3KNew |
$1.75M - $1.96M
|
31.3K
$1.85M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
28.9K+ 7.12% |
$1.53M - $1.81M
|
435K
$25.7M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
9.9K+ 266.85% |
$525K - $620K
|
13.6K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.58KNew |
$190K - $224K
|
3.58K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
127+ 2.36% |
$6.74K - $7.96K
|
5.51K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.3KNew |
$1.87M - $2.21M
|
35.3K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
95New |
$5.04K - $5.95K
|
95
$5.62K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-975- 22.72% |
$51.7K - $61.1K
|
3.32K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
33New |
$1.75K - $2.07K
|
33
$1.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.4KNew |
$656K - $775K
|
12.4K
$732K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.1K- 64.59% |
$644K - $760K
|
6.65K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
197K+ 1506.1% |
$10.5M - $12.4M
|
211K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-428- 2.61% |
$22.7K - $26.8K
|
16K
$945K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.28KNew |
$174K - $206K
|
3.28K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.87K- 3.43% |
$206K - $243K
|
109K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.6KNew |
$828K - $978K
|
15.6K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$135K - $160K
|
2.55K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
62New |
$3.29K - $3.88K
|
62
$3.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-742- 15.02% |
$39.4K - $46.5K
|
4.2K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30New |
$1.59K - $1.88K
|
30
$1.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.67KNew |
$248K - $292K
|
4.67K
$276K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.68K+ 2.55% |
$142K - $168K
|
108K
$6.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.6KNew |
$456K - $539K
|
8.6K
$509K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-48- 0.84% |
$2.55K - $3.01K
|
5.66K
$335K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-825- 2.63% |
$43.8K - $51.7K
|
30.5K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.3KNew |
$175K - $207K
|
3.3K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.99KNew |
$212K - $250K
|
3.99K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 0.63% |
$1.22K - $1.44K
|
3.65K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
346New |
$18.4K - $21.7K
|
346
$20.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
808New |
$42.9K - $50.6K
|
808
$47.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.3K+ 15.96% |
$175K - $207K
|
24K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-236- 5.09% |
$12.5K - $14.8K
|
4.4K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.06% |
$902 - $1.07K
|
26.7K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
544New |
$28.9K - $34.1K
|
544
$32.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
485New |
$25.7K - $30.4K
|
485
$28.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.27KNew |
$173K - $205K
|
3.27K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-80- 11.43% |
$4.25K - $5.01K
|
620
$36.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
253New |
$13.4K - $15.9K
|
253
$15K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.32KNew |
$495K - $584K
|
9.32K
$551K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.3KNew |
$175K - $207K
|
3.3K
$195K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.49KNew |
$185K - $218K
|
3.49K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
113KNew |
$5.99M - $7.07M
|
113K
$6.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
400New |
$21.2K - $25.1K
|
400
$23.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.2K+ 212.55% |
$5M - $5.9M
|
139K
$8.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.45K+ 2.05% |
$130K - $154K
|
122K
$7.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-425- 25.93% |
$22.6K - $26.6K
|
1.21K
$71.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
28New |
$1.49K - $1.75K
|
28
$1.66K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.7KNew |
$991K - $1.17M
|
18.7K
$1.1M
|
|