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 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.02K+ 8.04% |
$113K - $126K
|
27.1K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.99K+ 43.6% |
$111K - $125K
|
6.56K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.53K+ 5.64% |
$85.7K - $96.1K
|
28.7K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.42K+ 25.59% |
$79.4K - $89K
|
6.96K
$389K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.26K+ 102.28% |
$70.3K - $78.8K
|
2.48K
$139K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.25KNew |
$69.8K - $78.2K
|
1.25K
$69.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.19K+ 1.55% |
$66.5K - $74.5K
|
77.8K
$4.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.14K+ 5.55% |
$63.7K - $71.5K
|
21.7K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
903+ 26.4% |
$50.5K - $56.7K
|
4.32K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
883New |
$49.4K - $55.4K
|
883
$49.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
874+ 0.66% |
$48.9K - $54.8K
|
134K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
833+ 10.07% |
$46.6K - $52.3K
|
9.1K
$509K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
811+ 154.18% |
$45.4K - $50.9K
|
1.34K
$74.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
808+ 0.89% |
$45.2K - $50.7K
|
91.6K
$5.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
651+ 0.81% |
$36.4K - $40.9K
|
81.4K
$4.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
599+ 0.31% |
$33.5K - $37.6K
|
195K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
564+ 6.32% |
$31.6K - $35.4K
|
9.49K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
492New |
$27.5K - $30.9K
|
492
$27.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
457+ 19.9% |
$25.6K - $28.7K
|
2.75K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
347New |
$19.4K - $21.8K
|
347
$19.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
341+ 9.32% |
$19.1K - $21.4K
|
4K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
320+ 0.33% |
$17.9K - $20.1K
|
96.4K
$5.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
209+ 30.25% |
$11.7K - $13.1K
|
900
$50.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$11.2K - $12.6K
|
200
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
194New |
$10.9K - $12.2K
|
194
$10.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168+ 21.43% |
$9.4K - $10.5K
|
952
$53.3K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
166New |
$9.29K - $10.4K
|
166
$9.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
104+ 0.54% |
$5.82K - $6.53K
|
19.3K
$1.08M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
102New |
$5.71K - $6.4K
|
102
$5.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$5.6K - $6.28K
|
100
$5.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
83+ 26.18% |
$4.65K - $5.21K
|
400
$22.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
78+ 5.45% |
$4.37K - $4.89K
|
1.51K
$84.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 57.69% |
$4.2K - $4.71K
|
205
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
64+ 0.41% |
$3.58K - $4.02K
|
15.6K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
55+ 1.6% |
$3.08K - $3.45K
|
3.5K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
54New |
$3.02K - $3.39K
|
54
$3.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50New |
$2.8K - $3.14K
|
50
$2.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
45+ 0.53% |
$2.52K - $2.82K
|
8.55K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
44+ 0.42% |
$2.46K - $2.76K
|
10.6K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
44+ 0.29% |
$2.46K - $2.76K
|
15.3K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
42+ 9.88% |
$2.35K - $2.64K
|
467
$26.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$2.01K - $2.26K
|
36
$2.01K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.48% |
$1.68K - $1.88K
|
700
$39.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 120.0% |
$1.01K - $1.13K
|
33
$1.85K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16+ 0.06% |
$896 - $1K
|
28.3K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 0.72% |
$784 - $879
|
1.97K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 3.29% |
$728 - $816
|
408
$22.8K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
13New |
$728 - $816
|
13
$727
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
5+ 1.54% |
$280 - $314
|
330
$18.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.38% |
$168 - $188
|
792
$44.3K
|