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 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
683New |
$32.8K - $35.1K
|
683
$40.4K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
630New |
$30.3K - $32.4K
|
630
$37.3K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
473New |
$22.7K - $24.3K
|
473
$28K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
420New |
$20.2K - $21.6K
|
420
$24.8K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
191+ 2.56% |
$9.17K - $9.82K
|
7.66K
$453K
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
93New |
$4.47K - $4.78K
|
93
$5.5K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
92New |
$4.42K - $4.73K
|
92
$5.44K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
87New |
$4.18K - $4.47K
|
87
$5.15K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
82New |
$3.94K - $4.22K
|
82
$4.85K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
73New |
$3.51K - $3.75K
|
73
$4.32K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
39New |
$1.87K - $2K
|
39
$2.31K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37New |
$1.78K - $1.9K
|
37
$2.19K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12New |
$576 - $617
|
12
$710
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$384 - $411
|
8
$473
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.03% |
$240 - $257
|
18.1K
$1.07M
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2New |
$96.1 - $103
|
2
$118
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
71.2K+ 1337.77% |
$3.31M - $4.01M
|
76.5K
$4.53M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
70.6KNew |
$3.28M - $3.97M
|
70.6K
$4.17M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
63.8KNew |
$2.96M - $3.59M
|
63.8K
$3.77M
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
25.5KNew |
$1.18M - $1.44M
|
25.5K
$1.51M
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
9.25KNew |
$430K - $521K
|
9.25K
$547K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.1KNew |
$283K - $343K
|
6.1K
$361K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.78K+ 136.69% |
$268K - $325K
|
10K
$592K
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.22KNew |
$242K - $294K
|
5.22K
$309K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.36KNew |
$202K - $245K
|
4.36K
$258K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.11KNew |
$191K - $231K
|
4.11K
$243K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
275+ 27.83% |
$12.8K - $15.5K
|
1.26K
$74.7K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
261New |
$12.1K - $14.7K
|
261
$15.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
210New |
$9.75K - $11.8K
|
210
$12.4K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
153+ 33.26% |
$7.11K - $8.61K
|
613
$36.3K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
126New |
$5.85K - $7.09K
|
126
$7.45K
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
90New |
$4.18K - $5.07K
|
90
$5.32K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$186 - $225
|
4
$237
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
CALL |
140KNew |
$6.39M - $7.38M
|
140K
$8.28M
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
80.6KNew |
$3.68M - $4.25M
|
80.6K
$4.77M
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.7KNew |
$806K - $931K
|
17.7K
$1.05M
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.2KNew |
$511K - $591K
|
11.2K
$663K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
8.5KNew |
$388K - $448K
|
8.5K
$503K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.26KNew |
$377K - $435K
|
8.26K
$489K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.84KNew |
$312K - $360K
|
6.84K
$404K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.57KNew |
$254K - $294K
|
5.57K
$330K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
4.8KNew |
$219K - $253K
|
4.8K
$284K
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.44KNew |
$203K - $234K
|
4.44K
$263K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$121K - $140K
|
2.66K
$157K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.92KNew |
$87.5K - $101K
|
1.92K
$113K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.19KNew |
$54.3K - $62.7K
|
1.19K
$70.4K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.16KNew |
$53.1K - $61.3K
|
1.16K
$68.9K
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
892New |
$40.7K - $47K
|
892
$52.8K
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
651New |
$29.7K - $34.3K
|
651
$38.5K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
279+ 69.92% |
$12.7K - $14.7K
|
678
$40.1K
|