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 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.1KNew |
$464K - $610K
|
9.1K
$509K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.99KNew |
$204K - $268K
|
3.99K
$223K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
3.82KNew |
$195K - $256K
|
3.82K
$214K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$25.5K - $33.5K
|
500
$28K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
325New |
$16.6K - $21.8K
|
325
$18.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
300+ 6.25% |
$15.3K - $20.1K
|
5.1K
$285K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
225New |
$11.5K - $15.1K
|
225
$12.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
199New |
$10.2K - $13.3K
|
199
$11.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
110New |
$5.61K - $7.37K
|
110
$6.15K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7New |
$357 - $469
|
7
$392
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$153 - $201
|
3
$168
|
|
|
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
$4.48M
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
27.8KNew |
$1.65M - $1.87M
|
27.8K
$1.55M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
437+ 156.63% |
$26K - $29.5K
|
716
$40.1K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
116New |
$6.9K - $7.82K
|
116
$6.49K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$5.95K - $6.74K
|
100
$5.59K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
79.5KNew |
$4.7M - $5.37M
|
79.5K
$4.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
42.4KNew |
$2.51M - $2.87M
|
42.4K
$2.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.2KNew |
$721K - $824K
|
12.2K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.45KNew |
$322K - $368K
|
5.45K
$305K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.83KNew |
$226K - $259K
|
3.83K
$214K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7New |
$414 - $473
|
7
$392
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.51KNew |
$88.5K - $95.9K
|
1.51K
$84.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
92New |
$5.39K - $5.84K
|
92
$5.15K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
39New |
$2.29K - $2.48K
|
39
$2.18K
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.31KNew |
$123K - $139K
|
2.31K
$129K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
25New |
$1.34K - $1.51K
|
25
$1.4K
|
|
| Q3 2020 | |||||||
|
Oct 29, 2020
Q3 2020
|
American Research & Management Co.
|
BUY
|
- |
400New |
$16.8K - $18.6K
|
400
$22.4K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
BUY
|
- |
61.4KNew |
$2.17M - $2.99M
|
61.4K
$3.44M
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$10.5K - $11.3K
|
200
$11.2K
|
|
| Q4 2018 | |||||||
|
Apr 06, 2020
Q4 2018
|
Archer Investment Corp
|
BUY
|
- |
692New |
N/A
|
692
$38.7K
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
99New |
N/A
|
99
$5.54K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$55.9
|
|