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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
485New |
$25.7K - $30.4K
|
485
$28.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
461+ 1.21% |
$24.5K - $28.9K
|
38.7K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
400New |
$21.2K - $25.1K
|
400
$23.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
395+ 15.05% |
$21K - $24.8K
|
3.02K
$179K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
375+ 1.05% |
$19.9K - $23.5K
|
36K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
336+ 3.86% |
$17.8K - $21.1K
|
9.05K
$535K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
309+ 3862.5% |
$16.4K - $19.4K
|
317
$18.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
280+ 71.79% |
$14.9K - $17.5K
|
670
$39.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
253New |
$13.4K - $15.9K
|
253
$15K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
195+ 1.69% |
$10.3K - $12.2K
|
11.7K
$693K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
167New |
$8.86K - $10.5K
|
167
$9.88K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
131New |
$6.95K - $8.21K
|
131
$7.75K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
88+ 1.25% |
$4.67K - $5.51K
|
7.11K
$421K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
60New |
$3.18K - $3.76K
|
60
$3.55K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59+ 39.86% |
$3.13K - $3.7K
|
207
$12.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
45New |
$2.39K - $2.82K
|
45
$2.66K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 2.24% |
$2.23K - $2.63K
|
1.91K
$113K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 25.31% |
$2.18K - $2.57K
|
203
$12K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
33+ 0.04% |
$1.75K - $2.07K
|
90.8K
$5.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
28New |
$1.49K - $1.75K
|
28
$1.66K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21+ 0.28% |
$1.11K - $1.32K
|
7.44K
$440K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20+ 0.19% |
$1.06K - $1.25K
|
10.5K
$619K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.06% |
$902 - $1.07K
|
26.7K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.15% |
$318 - $376
|
3.98K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.0% |
$265 - $313
|
505
$29.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4+ 0.05% |
$212 - $251
|
8.41K
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.27% |
$53.1 - $62.7
|
377
$22.3K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.52M+ 6467.94% |
$124M - $135M
|
2.55M
$151M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.44M+ 506.96% |
$70.8M - $77.1M
|
1.72M
$102M
|
|
|
Jul 29, 2024
Q2 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
1.14MNew |
$56.3M - $61.2M
|
1.14M
$67.4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
402KNew |
$19.8M - $21.6M
|
402K
$23.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
384K+ 8376.43% |
$18.9M - $20.6M
|
388K
$23M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
239K+ 8.92% |
$11.8M - $12.8M
|
2.92M
$173M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
186K+ 112.5% |
$9.2M - $10M
|
352K
$20.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
158K+ 32.08% |
$7.8M - $8.49M
|
651K
$38.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
113KNew |
$5.57M - $6.06M
|
113K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 89.81% |
$5.5M - $5.99M
|
236K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
111K+ 131.09% |
$5.49M - $5.97M
|
196K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
79K+ 129.3% |
$3.9M - $4.24M
|
140K
$8.28M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
73.4K+ 24.2% |
$3.62M - $3.94M
|
377K
$22.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.3K+ 5.63% |
$2.88M - $3.13M
|
1.09M
$64.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
44KNew |
$2.17M - $2.36M
|
44K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
43.1KNew |
$2.13M - $2.31M
|
43.1K
$2.55M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.6K+ 75.4% |
$2.05M - $2.24M
|
96.9K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.4K+ 16.73% |
$1.4M - $1.53M
|
198K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.2K+ 35.27% |
$1.24M - $1.35M
|
96.6K
$5.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.7K+ 296612.5% |
$1.17M - $1.27M
|
23.7K
$1.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$898K - $977K
|
18.2K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
18K+ 144.84% |
$889K - $968K
|
30.5K
$1.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 1.92% |
$798K - $868K
|
860K
$50.8M
|
|