Latest Institutional Purchases of Ishares Core U.S. Reit ETF (USRT)

USRT Quotes by TradingView

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
Apr 04, 2024 Q1 2024
Verity Wealth Advisors

BUY
 -
2.2K
+ 57.91%
$113K - $121K
6K $336K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
1.47K
+ 10.65%
$75.3K - $80.4K
15.2K $853K
May 13, 2024 Q1 2024
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
779
+ 1.77%
$40K - $42.7K
44.7K $2.5M
Apr 30, 2024 Q1 2024
Gps Wealth Strategies Group, LLC

BUY
 -
454
New
$23.3K - $24.9K
454 $25.4K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 CALL
100
New
$5.13K - $5.48K
100 $5.6K
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
49
+ 2.84%
$2.52K - $2.69K
1.77K $99.2K
May 07, 2024 Q1 2024
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
36
+ 0.74%
$1.85K - $1.97K
4.87K $273K
May 08, 2024 Q1 2024
Russell Investments Group, Ltd.

BUY
 -
20
New
$1.03K - $1.1K
20 $1.12K
Apr 29, 2024 Q1 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1
+ 2.27%
$51.3 - $54.8
45 $2.52K
Q4 2023
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
3.93K
New
$173K - $217K
3.93K $220K
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.7K
New
$163K - $204K
3.7K $207K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
1.18K
New
$51.8K - $64.9K
1.18K $65.8K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
572
New
$25.2K - $31.6K
572 $32K
Feb 07, 2024 Q4 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
521
New
$23K - $28.8K
521 $29.2K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
506
New
$22.3K - $27.9K
506 $28.3K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
235
+ 810.34%
$10.4K - $13K
264 $14.8K
Feb 09, 2024 Q4 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
148
New
$6.53K - $8.17K
148 $8.28K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
76
New
$3.35K - $4.2K
76 $4.25K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
55
New
$2.42K - $3.04K
55 $3.08K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
21
+ 0.3%
$926 - $1.16K
6.99K $391K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
7
New
$309 - $386
7 $392
Feb 14, 2024 Q4 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
4
+ 0.06%
$176 - $221
7.26K $406K
Q3 2023
Oct 13, 2023 Q3 2023
Columbus Macro, LLC

BUY
 -
8.18K
New
$381K - $441K
8.18K $458K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
7.84K
New
$365K - $423K
7.84K $439K
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
6.28K
New
$292K - $338K
6.28K $351K
Nov 15, 2023 Q3 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 CALL
4.8K
New
$224K - $259K
4.8K $269K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.64K
New
$216K - $250K
4.64K $260K
Oct 19, 2023 Q3 2023
Wiser Wealth Management, Inc

BUY
 -
4.5K
+ 3.36%
$210K - $243K
138K $7.75M
Nov 13, 2023 Q3 2023
Destiny Capital Securities Corporation

Golden, CO
BUY
 -
4.38K
New
$204K - $236K
4.38K $245K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.81K
New
$84.4K - $97.7K
1.81K $101K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
1K
New
$46.6K - $53.9K
1K $56K
Nov 02, 2023 Q3 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
458
+ 7.77%
$21.3K - $24.7K
6.35K $355K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
239
New
$11.1K - $12.9K
239 $13.4K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
200
New
$9.32K - $10.8K
200 $11.2K
Jun 28, 2024 Q3 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
165
New
$7.69K - $8.9K
165 $9.23K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
58
New
$2.7K - $3.13K
58 $3.25K
Oct 24, 2023 Q3 2023
Eclectic Associates Inc

BUY
 -
33
+ 0.34%
$1.54K - $1.78K
9.75K $546K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
29
New
$1.35K - $1.56K
29 $1.62K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1
New
$46.6 - $53.9
1 $56
Q2 2023
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

BUY
 -
2.73M
New
$131M - $141M
2.73M $153M
Aug 10, 2023 Q2 2023
Cabana LLC

Fayetteville, AR
BUY
 -
58.5K
New
$2.81M - $3.01M
58.5K $3.28M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
57.3K
New
$2.75M - $2.95M
57.3K $3.21M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
42K
New
$2.02M - $2.16M
42K $2.35M
Aug 01, 2023 Q2 2023
Klingenstein Fields & CO LP

BUY
 -
5.87K
New
$282K - $302K
5.87K $328K
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
5.79K
New
$278K - $298K
5.79K $324K
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
4.51K
New
$217K - $232K
4.51K $252K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
790
+ 61.72%
$37.9K - $40.6K
2.07K $116K
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
683
New
$32.8K - $35.1K
683 $38.2K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
630
New
$30.3K - $32.4K
630 $35.3K

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