Latest Institutional Purchases of Ishares Core U.S. Reit ETF (USRT)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Reit ETF (USRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
549KNew |
$29.1M - $34.4M
|
549K
$33.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
523K+ 201.95% |
$27.8M - $32.8M
|
782K
$47.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
292KNew |
$15.5M - $18.3M
|
292K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
197K+ 1506.1% |
$10.5M - $12.4M
|
211K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
191K+ 101.15% |
$10.2M - $12M
|
381K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
118K+ 10.83% |
$6.28M - $7.42M
|
1.21M
$73.4M
|
|
|
Oct 22, 2024
Q3 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
113KNew |
$5.99M - $7.07M
|
113K
$6.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.2K+ 212.55% |
$5M - $5.9M
|
139K
$8.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
93.8KNew |
$4.98M - $5.87M
|
93.8K
$5.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
91.8K+ 227.01% |
$4.87M - $5.75M
|
132K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
90.1K+ 1029.97% |
$4.78M - $5.65M
|
98.9K
$5.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.1K+ 24.34% |
$3.72M - $4.39M
|
358K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
57.4K+ 28.91% |
$3.05M - $3.6M
|
256K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.4KNew |
$2.99M - $3.53M
|
56.4K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.3K+ 46.78% |
$2.4M - $2.84M
|
142K
$8.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
39K+ 1.47% |
$2.07M - $2.44M
|
2.69M
$163M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
38.3K+ 24.66% |
$2.03M - $2.4M
|
194K
$11.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
36.4K+ 15.39% |
$1.93M - $2.28M
|
273K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.3KNew |
$1.87M - $2.21M
|
35.3K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.6K+ 3.68% |
$1.68M - $1.98M
|
891K
$54M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$1.6M - $1.89M
|
30.1K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 12.86% |
$1.33M - $1.57M
|
219K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.4K+ 17.43% |
$1.3M - $1.53M
|
164K
$9.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.3K+ 21.26% |
$1.24M - $1.46M
|
133K
$8.06M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
22.6KNew |
$1.2M - $1.41M
|
22.6K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
22.3KNew |
$1.18M - $1.4M
|
22.3K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
20.6K+ 13.08% |
$1.09M - $1.29M
|
178K
$10.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
18.8K+ 2.64% |
$1M - $1.18M
|
734K
$44.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.7KNew |
$991K - $1.17M
|
18.7K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
16.9KNew |
$898K - $1.06M
|
16.9K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
16.2K+ 7.27% |
$859K - $1.01M
|
239K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.6KNew |
$828K - $978K
|
15.6K
$945K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6KNew |
$828K - $978K
|
15.6K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.3KNew |
$814K - $961K
|
15.3K
$929K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.1KNew |
$801K - $946K
|
15.1K
$915K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
15KNew |
$794K - $937K
|
15K
$906K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.4KNew |
$656K - $775K
|
12.4K
$749K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.8K+ 88.36% |
$624K - $737K
|
25.1K
$1.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.98K+ 260.99% |
$530K - $626K
|
13.8K
$837K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.59KNew |
$509K - $601K
|
9.59K
$581K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.32KNew |
$495K - $584K
|
9.32K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
9.1K+ 27.74% |
$483K - $570K
|
41.9K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.81K+ 65.54% |
$467K - $552K
|
22.2K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.6KNew |
$456K - $539K
|
8.6K
$521K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
8.59K+ 7.45% |
$456K - $538K
|
124K
$7.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.43K+ 77.99% |
$447K - $528K
|
19.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.83K+ 1.95% |
$416K - $491K
|
410K
$24.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.7K+ 4.12% |
$409K - $482K
|
195K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7.54KNew |
$400K - $472K
|
7.54K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.33K+ 17.35% |
$389K - $459K
|
49.5K
$3M
|