Latest Institutional Transactions on Ishares Core U.S. Reit ETF (USRT)
This table provides information on the latest institutional transactions involving Ishares Core U.S. Reit ETF (USRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-292- 15.05% |
$15K - $16K
|
1.65K
$95.3K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-636- 5.13% |
$32.6K - $34.9K
|
11.8K
$681K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-91.1K- 3.39% |
$4.68M - $4.99M
|
2.6M
$150M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
36+ 0.74% |
$1.85K - $1.97K
|
4.87K
$282K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1Closed |
$51.3 - $54.8
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-881- 99.89% |
$45.2K - $48.3K
|
1
$57.8
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
9KNew |
$462K - $493K
|
9K
$520K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
84.2KNew |
$4.32M - $4.62M
|
84.2K
$4.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
454New |
$23.3K - $24.9K
|
454
$26.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 1.76% |
$4.52K - $4.82K
|
4.92K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 2.27% |
$51.3 - $54.8
|
45
$2.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5KNew |
$257K - $274K
|
5K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-214- 4.02% |
$11K - $11.7K
|
5.11K
$296K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$5.13K - $5.48K
|
100
$5.78K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-140- 3.52% |
$7.19K - $7.67K
|
3.84K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$51.3 - $54.8
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$603K - $644K
|
11.7K
$679K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
49+ 2.84% |
$2.52K - $2.69K
|
1.77K
$103K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.2K+ 57.91% |
$113K - $121K
|
6K
$347K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-143- 99.31% |
$6.3K - $7.89K
|
1
$57.8
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.7KNew |
$163K - $204K
|
3.7K
$214K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7New |
$309 - $386
|
7
$405
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
76New |
$3.35K - $4.2K
|
76
$4.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.3K- 81.46% |
$57.1K - $71.5K
|
295
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.06% |
$176 - $221
|
7.26K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.4K- 76.92% |
$680K - $851K
|
4.63K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.93KNew |
$173K - $217K
|
3.93K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.4K- 50.75% |
$460K - $575K
|
10.1K
$585K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55New |
$2.42K - $3.04K
|
55
$3.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
572New |
$25.2K - $31.6K
|
572
$33.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
148New |
$6.53K - $8.17K
|
148
$8.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-300- 3.04% |
$13.2K - $16.6K
|
9.58K
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
521New |
$23K - $28.8K
|
521
$30.1K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$51.8K - $64.9K
|
1.18K
$68K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
235+ 810.34% |
$10.4K - $13K
|
264
$15.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.67K- 8.07% |
$118K - $147K
|
30.4K
$1.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21+ 0.3% |
$926 - $1.16K
|
6.99K
$404K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.7K- 5.0% |
$163K - $204K
|
70.4K
$4.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45- 76.27% |
$1.98K - $2.48K
|
14
$810
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-35K- 50.0% |
$1.54M - $1.93M
|
35K
$2.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10- 11.76% |
$441 - $552
|
75
$4.34K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
506New |
$22.3K - $27.9K
|
506
$29.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 4.47% |
$882 - $1.1K
|
427
$24.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.86KNew |
$170K - $213K
|
3.86K
$223K
|
|
| Q3 2023 | |||||||
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
165New |
$7.69K - $8.9K
|
165
$9.54K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1KNew |
$46.6K - $53.9K
|
1K
$57.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.81KNew |
$84.4K - $97.7K
|
1.81K
$105K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-150- 49.83% |
$6.99K - $8.09K
|
151
$8.73K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.8KNew |
$224K - $259K
|
4.8K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-194- 2.55% |
$9.04K - $10.5K
|
7.43K
$430K
|
|