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 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.7KNew |
$991K - $1.17M
|
18.7K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.6KNew |
$828K - $978K
|
15.6K
$883K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.4KNew |
$656K - $775K
|
12.4K
$700K
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
9.9K+ 266.85% |
$525K - $620K
|
13.6K
$770K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.32KNew |
$495K - $584K
|
9.32K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
9.1K+ 27.74% |
$483K - $570K
|
41.9K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.6KNew |
$456K - $539K
|
8.6K
$487K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.92KNew |
$367K - $434K
|
6.92K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$281K - $331K
|
5.29K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.67KNew |
$248K - $292K
|
4.67K
$264K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.31KNew |
$229K - $270K
|
4.31K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.04KNew |
$215K - $253K
|
4.04K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.99KNew |
$212K - $250K
|
3.99K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.68KNew |
$196K - $231K
|
3.68K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.58KNew |
$190K - $224K
|
3.58K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.49KNew |
$185K - $218K
|
3.49K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.44K+ 7.85% |
$182K - $215K
|
47.2K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.43KNew |
$182K - $215K
|
3.43K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.42KNew |
$181K - $214K
|
3.42K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.35KNew |
$178K - $210K
|
3.35K
$190K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.3KNew |
$175K - $207K
|
3.3K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.3KNew |
$175K - $207K
|
3.3K
$187K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.3K+ 15.96% |
$175K - $207K
|
24K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.28KNew |
$174K - $206K
|
3.28K
$186K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.27KNew |
$173K - $205K
|
3.27K
$185K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.2KNew |
$170K - $201K
|
3.2K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.68K+ 2.55% |
$142K - $168K
|
108K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$135K - $160K
|
2.55K
$144K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.45K+ 2.05% |
$130K - $154K
|
122K
$6.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
808New |
$42.9K - $50.6K
|
808
$45.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
544New |
$28.9K - $34.1K
|
544
$30.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
485New |
$25.7K - $30.4K
|
485
$27.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
400New |
$21.2K - $25.1K
|
400
$22.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
346New |
$18.4K - $21.7K
|
346
$19.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
253New |
$13.4K - $15.9K
|
253
$14.3K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
131New |
$6.95K - $8.21K
|
131
$7.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
127+ 2.36% |
$6.74K - $7.96K
|
5.51K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
95New |
$5.04K - $5.95K
|
95
$5.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
62New |
$3.29K - $3.88K
|
62
$3.51K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
60New |
$3.18K - $3.76K
|
60
$3.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
33New |
$1.75K - $2.07K
|
33
$1.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30New |
$1.59K - $1.88K
|
30
$1.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
28New |
$1.49K - $1.75K
|
28
$1.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 43.18% |
$1.01K - $1.19K
|
63
$3.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.06% |
$902 - $1.07K
|
26.7K
$1.51M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.52M+ 6467.94% |
$124M - $135M
|
2.55M
$145M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
239K+ 8.92% |
$11.8M - $12.8M
|
2.92M
$165M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
111K+ 131.09% |
$5.49M - $5.97M
|
196K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
44KNew |
$2.17M - $2.36M
|
44K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
43.1KNew |
$2.13M - $2.31M
|
43.1K
$2.44M
|
|