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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.25KNew |
$69.8K - $78.2K
|
1.25K
$73K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
883New |
$49.4K - $55.4K
|
883
$51.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
347New |
$19.4K - $21.8K
|
347
$20.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
209+ 30.25% |
$11.7K - $13.1K
|
900
$52.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
194New |
$10.9K - $12.2K
|
194
$11.4K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
166New |
$9.29K - $10.4K
|
166
$9.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
104+ 0.54% |
$5.82K - $6.53K
|
19.3K
$1.13M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
102New |
$5.71K - $6.4K
|
102
$5.97K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$5.6K - $6.28K
|
100
$5.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
78+ 5.45% |
$4.37K - $4.89K
|
1.51K
$88.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
55+ 1.6% |
$3.08K - $3.45K
|
3.5K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
54New |
$3.02K - $3.39K
|
54
$3.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50New |
$2.8K - $3.14K
|
50
$2.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
42+ 9.88% |
$2.35K - $2.64K
|
467
$27.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$2.01K - $2.26K
|
36
$2.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.48% |
$1.68K - $1.88K
|
700
$41K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 120.0% |
$1.01K - $1.13K
|
33
$1.93K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
13New |
$728 - $816
|
13
$761
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2New |
$112 - $126
|
2
$117
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.09% |
$56 - $62.8
|
93
$5.44K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
197K+ 1506.1% |
$10.5M - $12.4M
|
211K
$12.3M
|
|
|
Oct 22, 2024
Q3 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
113KNew |
$5.99M - $7.07M
|
113K
$6.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.2K+ 212.55% |
$5M - $5.9M
|
139K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.3KNew |
$1.87M - $2.21M
|
35.3K
$2.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.7KNew |
$991K - $1.17M
|
18.7K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.6KNew |
$828K - $978K
|
15.6K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.4KNew |
$656K - $775K
|
12.4K
$724K
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
9.9K+ 266.85% |
$525K - $620K
|
13.6K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.6KNew |
$456K - $539K
|
8.6K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.67KNew |
$248K - $292K
|
4.67K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.99KNew |
$212K - $250K
|
3.99K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.58KNew |
$190K - $224K
|
3.58K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.49KNew |
$185K - $218K
|
3.49K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.3KNew |
$175K - $207K
|
3.3K
$193K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.3K+ 15.96% |
$175K - $207K
|
24K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.28KNew |
$174K - $206K
|
3.28K
$192K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.27KNew |
$173K - $205K
|
3.27K
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.68K+ 2.55% |
$142K - $168K
|
108K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$135K - $160K
|
2.55K
$149K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.45K+ 2.05% |
$130K - $154K
|
122K
$7.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
808New |
$42.9K - $50.6K
|
808
$47.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
544New |
$28.9K - $34.1K
|
544
$31.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
485New |
$25.7K - $30.4K
|
485
$28.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
400New |
$21.2K - $25.1K
|
400
$23.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
346New |
$18.4K - $21.7K
|
346
$20.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
253New |
$13.4K - $15.9K
|
253
$14.8K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
131New |
$6.95K - $8.21K
|
131
$7.67K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
127+ 2.36% |
$6.74K - $7.96K
|
5.51K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
95New |
$5.04K - $5.95K
|
95
$5.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
62New |
$3.29K - $3.88K
|
62
$3.63K
|
|