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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
87.7K+ 3.26% |
$4.91M - $5.5M
|
2.78M
$155M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
70.1K+ 24.22% |
$3.93M - $4.4M
|
360K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.4K+ 1569.54% |
$3.21M - $3.6M
|
61.1K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
54.4KNew |
$3.04M - $3.41M
|
54.4K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
39.9KNew |
$2.23M - $2.5M
|
39.9K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
37.4KNew |
$2.09M - $2.35M
|
37.4K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36.6K+ 36.99% |
$2.05M - $2.3M
|
135K
$7.58M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
36.1KNew |
$2.02M - $2.26M
|
36.1K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.8K+ 67.07% |
$1.95M - $2.18M
|
86.6K
$4.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
31.3KNew |
$1.75M - $1.96M
|
31.3K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
30.4K+ 4.14% |
$1.7M - $1.91M
|
764K
$42.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.4K+ 3.18% |
$1.59M - $1.78M
|
920K
$51.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
28.3KNew |
$1.58M - $1.78M
|
28.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27K+ 223.5% |
$1.51M - $1.7M
|
39.1K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.5K+ 22.27% |
$1.43M - $1.6M
|
140K
$7.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
23.5KNew |
$1.31M - $1.47M
|
23.5K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20KNew |
$1.12M - $1.26M
|
20K
$1.12M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
18.4KNew |
$1.03M - $1.16M
|
18.4K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.4KNew |
$974K - $1.09M
|
17.4K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
14.9K+ 73.89% |
$835K - $936K
|
35.1K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.8K+ 66.34% |
$826K - $926K
|
37K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.2KNew |
$741K - $830K
|
13.2K
$740K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13K+ 4.34% |
$727K - $815K
|
312K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$660K - $740K
|
11.8K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.77KNew |
$547K - $613K
|
9.77K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.01K+ 6.27% |
$504K - $565K
|
153K
$8.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.92KNew |
$443K - $497K
|
7.92K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.53K+ 3.97% |
$365K - $409K
|
171K
$9.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.52K+ 59.57% |
$365K - $409K
|
17.5K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.48KNew |
$363K - $407K
|
6.48K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.9KNew |
$330K - $370K
|
5.9K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.34KNew |
$299K - $335K
|
5.34K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.33K+ 8.58% |
$298K - $334K
|
67.5K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.96KNew |
$278K - $311K
|
4.96K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.8KNew |
$268K - $301K
|
4.8K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.78KNew |
$268K - $300K
|
4.78K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.67KNew |
$261K - $293K
|
4.67K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.59K+ 23.46% |
$257K - $288K
|
24.1K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
4.3K+ 11.11% |
$240K - $270K
|
43K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.26KNew |
$238K - $267K
|
4.26K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
4.06KNew |
$227K - $255K
|
4.06K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.97KNew |
$222K - $249K
|
3.97K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.71K+ 34.99% |
$207K - $233K
|
14.3K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.49KNew |
$195K - $219K
|
3.49K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.22K+ 16.02% |
$180K - $202K
|
23.3K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.11K+ 4.1% |
$174K - $195K
|
79K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.11K+ 41.26% |
$174K - $195K
|
10.6K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.86K+ 42.51% |
$160K - $179K
|
9.57K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.79K+ 15.43% |
$156K - $175K
|
20.9K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.44K+ 6.88% |
$137K - $153K
|
37.9K
$2.12M
|