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 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.57KNew |
$254K - $294K
|
5.57K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
4.8KNew |
$219K - $253K
|
4.8K
$291K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.44KNew |
$203K - $234K
|
4.44K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$121K - $140K
|
2.66K
$161K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.92KNew |
$87.5K - $101K
|
1.92K
$116K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.19KNew |
$54.3K - $62.7K
|
1.19K
$72.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.16KNew |
$53.1K - $61.3K
|
1.16K
$70.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
892New |
$40.7K - $47K
|
892
$54K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
651New |
$29.7K - $34.3K
|
651
$39.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
279+ 69.92% |
$12.7K - $14.7K
|
678
$41.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
221New |
$10.1K - $11.6K
|
221
$13.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
98+ 100.0% |
$4.47K - $5.16K
|
196
$11.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
91New |
$4.15K - $4.79K
|
91
$5.51K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 441.67% |
$2.42K - $2.79K
|
65
$3.94K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$2.28K - $2.63K
|
50
$3.03K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13New |
$593 - $685
|
13
$788
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8New |
$365 - $421
|
8
$485
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6+ 0.03% |
$274 - $316
|
19.8K
$1.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$228 - $263
|
5
$303
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
102KNew |
$4.78M - $6.11M
|
102K
$6.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$878K - $1.12M
|
18.7K
$1.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
6.53K+ 1.93% |
$306K - $392K
|
345K
$20.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.06KNew |
$284K - $364K
|
6.06K
$367K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$253K - $324K
|
5.4K
$327K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
912New |
$42.8K - $54.8K
|
912
$55.3K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
700+ 5.01% |
$32.8K - $42K
|
14.7K
$888K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$28.1K - $36K
|
600
$36.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
366New |
$17.2K - $22K
|
366
$22.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
99New |
$4.64K - $5.94K
|
99
$6K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45New |
$2.11K - $2.7K
|
45
$2.73K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6New |
$281 - $360
|
6
$364
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.74% |
$46.9 - $60
|
136
$8.24K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.3K+ 270.76% |
$882K - $1.16M
|
23.7K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
14.9KNew |
$761K - $999K
|
14.9K
$903K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
9.15KNew |
$467K - $613K
|
9.15K
$555K
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.1KNew |
$464K - $610K
|
9.1K
$551K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.99KNew |
$204K - $268K
|
3.99K
$242K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
3.82KNew |
$195K - $256K
|
3.82K
$231K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
843New |
$43K - $56.5K
|
843
$51.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$25.5K - $33.5K
|
500
$30.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
325New |
$16.6K - $21.8K
|
325
$19.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
300+ 6.25% |
$15.3K - $20.1K
|
5.1K
$309K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
225New |
$11.5K - $15.1K
|
225
$13.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
199New |
$10.2K - $13.3K
|
199
$12.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
110New |
$5.61K - $7.37K
|
110
$6.66K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7New |
$357 - $469
|
7
$424
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$153 - $201
|
3
$182
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
80.1KNew |
$4.77M - $5.4M
|
80.1K
$4.85M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
437+ 156.63% |
$26K - $29.5K
|
716
$43.4K
|
|