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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.55K- 47.6% |
$213K - $273K
|
5.01K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
700+ 5.01% |
$32.8K - $42K
|
14.7K
$853K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6New |
$281 - $360
|
6
$349
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45New |
$2.11K - $2.7K
|
45
$2.62K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$253K - $324K
|
5.4K
$314K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.06KNew |
$284K - $364K
|
6.06K
$353K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
99New |
$4.64K - $5.94K
|
99
$5.76K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-24.8K- 3.23% |
$1.17M - $1.49M
|
744K
$43.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.74% |
$46.9 - $60
|
136
$7.92K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-530- 33.89% |
$24.9K - $31.8K
|
1.03K
$60.2K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-479- 65.8% |
$22.5K - $28.8K
|
249
$14.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
6.53K+ 1.93% |
$306K - $392K
|
345K
$20.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
102KNew |
$4.78M - $6.11M
|
102K
$5.93M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-130Closed |
$6.1K - $7.81K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
912New |
$42.8K - $54.8K
|
912
$53.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.86K- 15.77% |
$181K - $232K
|
20.6K
$1.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
366New |
$17.2K - $22K
|
366
$21.3K
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 11.11% |
$23.5K - $30K
|
4K
$233K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.65K- 3.92% |
$77.2K - $98.8K
|
40.3K
$2.35M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.35KClosed |
$171K - $224K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.1KNew |
$464K - $610K
|
9.1K
$530K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-583- 79.75% |
$29.8K - $39.1K
|
148
$8.61K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16Closed |
$816 - $1.07K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.9KClosed |
$352K - $462K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
14.9KNew |
$761K - $999K
|
14.9K
$868K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
9.15KNew |
$467K - $613K
|
9.15K
$533K
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.48KClosed |
$178K - $233K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-118KClosed |
$6.01M - $7.89M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$25.5K - $33.5K
|
500
$29.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.75KClosed |
$140K - $184K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$153 - $201
|
3
$175
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.95KClosed |
$202K - $265K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.93K- 20.16% |
$98.7K - $130K
|
7.66K
$446K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
843New |
$43K - $56.5K
|
843
$49.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.3K+ 270.76% |
$882K - $1.16M
|
23.7K
$1.38M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
199New |
$10.2K - $13.3K
|
199
$11.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7New |
$357 - $469
|
7
$407
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
300+ 6.25% |
$15.3K - $20.1K
|
5.1K
$297K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 19.44% |
$71.4K - $93.8K
|
5.8K
$338K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.19KClosed |
$163K - $214K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-298K- 61.03% |
$15.2M - $20M
|
190K
$11.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.12K- 30.75% |
$57K - $74.9K
|
2.52K
$146K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-280Closed |
$14.3K - $18.8K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.25KClosed |
$166K - $218K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.67K- 41.07% |
$136K - $179K
|
3.83K
$223K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
225New |
$11.5K - $15.1K
|
225
$13.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-410- 2.7% |
$20.9K - $27.5K
|
14.8K
$860K
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.75KClosed |
$191K - $251K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-154- 0.66% |
$7.86K - $10.3K
|
23.4K
$1.36M
|
|