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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
50+ 53.19% |
$2.47K - $2.69K
|
144
$8.52K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
50+ 90.91% |
$2.47K - $2.69K
|
105
$6.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
48+ 0.62% |
$2.37K - $2.58K
|
7.83K
$463K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
44New |
$2.17K - $2.36K
|
44
$2.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43+ 21.08% |
$2.12K - $2.31K
|
247
$14.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
25New |
$1.23K - $1.34K
|
25
$1.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24New |
$1.18K - $1.29K
|
24
$1.42K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14+ 0.33% |
$691 - $752
|
4.32K
$256K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10New |
$494 - $537
|
10
$592
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4+ 0.02% |
$197 - $215
|
19.5K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.48% |
$98.7 - $107
|
421
$24.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.11% |
$49.4 - $53.7
|
91
$5.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.17% |
$49.4 - $53.7
|
588
$34.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.31% |
$49.4 - $53.7
|
323
$19.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
84.2KNew |
$4.32M - $4.62M
|
84.2K
$4.98M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
62.3KNew |
$3.2M - $3.42M
|
62.3K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.7KNew |
$2.19M - $2.34M
|
42.7K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 126.4% |
$920K - $982K
|
32.1K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.4K+ 350.56% |
$842K - $900K
|
21.1K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$603K - $644K
|
11.7K
$695K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
9KNew |
$462K - $493K
|
9K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.7K+ 80.21% |
$395K - $422K
|
17.3K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5KNew |
$257K - $274K
|
5K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.54KNew |
$233K - $249K
|
4.54K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.39KNew |
$225K - $241K
|
4.39K
$260K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.1KNew |
$211K - $225K
|
4.1K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.76KNew |
$193K - $206K
|
3.76K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.48K+ 4.9% |
$179K - $191K
|
74.5K
$4.41M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.2K+ 57.91% |
$113K - $121K
|
6K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 10.65% |
$75.3K - $80.4K
|
15.2K
$902K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1K+ 2.51% |
$51.3K - $54.8K
|
40.8K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
779+ 1.77% |
$40K - $42.7K
|
44.7K
$2.64M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
559+ 0.17% |
$28.7K - $30.6K
|
334K
$19.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
454New |
$23.3K - $24.9K
|
454
$26.9K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
446New |
$22.9K - $24.4K
|
446
$26.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
146New |
$7.49K - $8K
|
146
$8.64K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$5.13K - $5.48K
|
100
$5.92K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
53+ 38.69% |
$2.72K - $2.9K
|
190
$11.2K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
51+ 0.48% |
$2.62K - $2.8K
|
10.7K
$630K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
49+ 2.84% |
$2.52K - $2.69K
|
1.77K
$105K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
36+ 0.74% |
$1.85K - $1.97K
|
4.87K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
20New |
$1.03K - $1.1K
|
20
$1.18K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13+ 0.24% |
$667 - $713
|
5.37K
$318K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3New |
$154 - $164
|
3
$177
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 2.27% |
$51.3 - $54.8
|
45
$2.66K
|
|
| Q4 2023 | |||||||
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
87K+ 332.29% |
$3.83M - $4.8M
|
113K
$6.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.3KNew |
$586K - $734K
|
13.3K
$786K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.1KNew |
$488K - $610K
|
11.1K
$654K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.88K+ 33.91% |
$303K - $380K
|
27.2K
$1.61M
|
|