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 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-300- 0.74% |
$15.9K - $18.8K
|
40.5K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-420- 91.3% |
$22.3K - $26.3K
|
40
$2.33K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-975- 22.72% |
$51.7K - $61.1K
|
3.32K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
873+ 496.02% |
$46.3K - $54.7K
|
1.05K
$61.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
75+ 0.59% |
$3.98K - $4.7K
|
12.9K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
191K+ 101.15% |
$10.2M - $12M
|
381K
$22.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.1K+ 24.34% |
$3.72M - $4.39M
|
358K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.61K- 15.17% |
$192K - $226K
|
20.2K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
197K+ 1506.1% |
$10.5M - $12.4M
|
211K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-15.6K- 4.42% |
$825K - $974K
|
336K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.31K- 10.92% |
$441K - $521K
|
67.8K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.1K- 64.59% |
$644K - $760K
|
6.65K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.65K- 11.42% |
$140K - $166K
|
20.5K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-120K- 7.0% |
$6.39M - $7.54M
|
1.6M
$93M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
117+ 81.25% |
$6.21K - $7.33K
|
261
$15.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.3K+ 46.78% |
$2.4M - $2.84M
|
142K
$8.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
24+ 0.25% |
$1.27K - $1.5K
|
9.51K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.73K- 6.15% |
$91.9K - $109K
|
26.4K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-52- 0.61% |
$2.76K - $3.26K
|
8.51K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.4KNew |
$656K - $775K
|
12.4K
$720K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.55K- 26.35% |
$135K - $160K
|
7.14K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-475- 37.73% |
$25.2K - $29.8K
|
784
$45.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-589- 0.61% |
$31.3K - $36.9K
|
96K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.87K- 3.43% |
$206K - $243K
|
109K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
118K+ 10.83% |
$6.28M - $7.42M
|
1.21M
$70.5M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.4K+ 17.43% |
$1.3M - $1.53M
|
164K
$9.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.6KNew |
$828K - $978K
|
15.6K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-130- 0.06% |
$6.9K - $8.15K
|
217K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.44K+ 7.85% |
$182K - $215K
|
47.2K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
34+ 0.89% |
$1.8K - $2.13K
|
3.85K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-39- 0.72% |
$2.07K - $2.44K
|
5.36K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.28KNew |
$174K - $206K
|
3.28K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6KNew |
$828K - $978K
|
15.6K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.46K+ 5844.0% |
$77.5K - $91.5K
|
1.49K
$86.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
2+ 0.62% |
$106 - $125
|
325
$18.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-428- 2.61% |
$22.7K - $26.8K
|
16K
$929K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.51K- 7.9% |
$346K - $408K
|
75.9K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-613- 2.25% |
$32.5K - $38.4K
|
26.6K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.52K- 5.31% |
$240K - $283K
|
80.7K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
201+ 34.18% |
$10.7K - $12.6K
|
789
$45.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.67KNew |
$248K - $292K
|
4.67K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30New |
$1.59K - $1.88K
|
30
$1.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.15K+ 31.65% |
$114K - $134K
|
8.92K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.64K+ 56.05% |
$87.1K - $103K
|
4.57K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.58K+ 0.69% |
$243K - $287K
|
668K
$38.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 43.18% |
$1.01K - $1.19K
|
63
$3.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 7.59% |
$66.4K - $78.4K
|
15.2K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.81K+ 65.54% |
$467K - $552K
|
22.2K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
57.4K+ 28.91% |
$3.05M - $3.6M
|
256K
$14.9M
|