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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-236- 0.71% |
$13.2K - $14.8K
|
32.9K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.09K- 48.94% |
$229K - $257K
|
4.27K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.15K+ 1.62% |
$512K - $574K
|
575K
$32.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
599+ 0.31% |
$33.5K - $37.6K
|
195K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
47+ 0.71% |
$2.63K - $2.95K
|
6.66K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.18% |
$392 - $439
|
3.99K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$2.01K - $2.26K
|
36
$2.05K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-11- 5.82% |
$616 - $690
|
178
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
324New |
$18.1K - $20.3K
|
324
$18.5K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
511+ 3.84% |
$28.6K - $32.1K
|
13.8K
$788K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.62K+ 3.38% |
$90.5K - $101K
|
49.5K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.42K- 3.95% |
$247K - $277K
|
107K
$6.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.85K- 3.53% |
$271K - $304K
|
133K
$7.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
66.6K+ 172.09% |
$3.73M - $4.18M
|
105K
$6.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-890- 17.2% |
$49.8K - $55.8K
|
4.29K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
883New |
$49.4K - $55.4K
|
883
$50.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$336 - $377
|
6
$342
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
704+ 29.14% |
$39.4K - $44.2K
|
3.12K
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.19K- 52.0% |
$347K - $389K
|
5.72K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
30.4K+ 4.14% |
$1.7M - $1.91M
|
764K
$43.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-52- 1.07% |
$2.91K - $3.26K
|
4.79K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
23.5KNew |
$1.31M - $1.47M
|
23.5K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-420- 4.53% |
$23.5K - $26.4K
|
8.86K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
33+ 0.91% |
$1.85K - $2.07K
|
3.67K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-34.2K- 9.89% |
$1.92M - $2.15M
|
312K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
341+ 9.32% |
$19.1K - $21.4K
|
4K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-204- 0.92% |
$11.4K - $12.8K
|
22.1K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
22.7K+ 1.99% |
$1.27M - $1.43M
|
1.16M
$66.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.8KNew |
$268K - $301K
|
4.8K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.49KNew |
$195K - $219K
|
3.49K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 57.69% |
$4.2K - $4.71K
|
205
$11.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.18K+ 50.15% |
$178K - $200K
|
9.53K
$544K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-88.6K- 34.16% |
$4.96M - $5.56M
|
171K
$9.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
211+ 3.29% |
$11.8K - $13.2K
|
6.62K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-290- 4.78% |
$16.2K - $18.2K
|
5.78K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.09K- 8.17% |
$61K - $68.4K
|
12.2K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
58.5K+ 24.52% |
$3.28M - $3.67M
|
297K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-293- 23.27% |
$16.4K - $18.4K
|
966
$55.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
384+ 7.59% |
$21.5K - $24.1K
|
5.45K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
808+ 0.89% |
$45.2K - $50.7K
|
91.6K
$5.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.2K- 7.59% |
$67.2K - $75.3K
|
14.6K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
18.7K+ 11198.2% |
$1.05M - $1.17M
|
18.9K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.78KNew |
$268K - $300K
|
4.78K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.1K- 18.46% |
$61.3K - $68.7K
|
4.84K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.48% |
$1.68K - $1.88K
|
700
$39.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
705+ 1.69% |
$39.5K - $44.2K
|
42.4K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-66.2K- 50.08% |
$3.71M - $4.16M
|
66K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
166New |
$9.29K - $10.4K
|
166
$9.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-271- 2.59% |
$15.2K - $17K
|
10.2K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 16.84% |
$168K - $189K
|
14.9K
$848K
|