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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.56K+ 0.8% |
$87.2K - $97.8K
|
195K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.53K+ 5.64% |
$85.7K - $96.1K
|
28.7K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.46K+ 8.88% |
$81.7K - $91.6K
|
17.9K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.42K+ 25.59% |
$79.4K - $89K
|
6.96K
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.31KNew |
$73.5K - $82.5K
|
1.31K
$77.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.31K+ 12.53% |
$73.2K - $82K
|
11.7K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.3K+ 7.78% |
$72.9K - $81.8K
|
18.1K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.26K+ 102.28% |
$70.3K - $78.8K
|
2.48K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.19K+ 1.55% |
$66.5K - $74.5K
|
77.8K
$4.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.14K+ 5.55% |
$63.7K - $71.5K
|
21.7K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
970+ 26.03% |
$54.3K - $60.9K
|
4.7K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
903+ 26.4% |
$50.5K - $56.7K
|
4.32K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
883New |
$49.4K - $55.4K
|
883
$51.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
874+ 0.66% |
$48.9K - $54.8K
|
134K
$7.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
850+ 12.98% |
$47.6K - $53.3K
|
7.4K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
833+ 10.07% |
$46.6K - $52.3K
|
9.1K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
825+ 7.89% |
$46.2K - $51.8K
|
11.3K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
811+ 154.18% |
$45.4K - $50.9K
|
1.34K
$78.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
808+ 0.89% |
$45.2K - $50.7K
|
91.6K
$5.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
736+ 47.06% |
$41.2K - $46.2K
|
2.3K
$135K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
729New |
$40.8K - $45.7K
|
729
$42.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
707+ 1.07% |
$39.6K - $44.4K
|
66.5K
$3.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
705+ 1.69% |
$39.5K - $44.2K
|
42.4K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
704+ 29.14% |
$39.4K - $44.2K
|
3.12K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
651+ 0.81% |
$36.4K - $40.9K
|
81.4K
$4.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
599+ 0.31% |
$33.5K - $37.6K
|
195K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
567New |
$31.7K - $35.6K
|
567
$33.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
564+ 6.32% |
$31.6K - $35.4K
|
9.49K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
515+ 11.77% |
$28.8K - $32.3K
|
4.89K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
511+ 3.84% |
$28.6K - $32.1K
|
13.8K
$812K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
510New |
$28.5K - $32K
|
510
$30K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
492New |
$27.5K - $30.9K
|
492
$28.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
460+ 0.94% |
$25.7K - $28.9K
|
49.3K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
457+ 19.9% |
$25.6K - $28.7K
|
2.75K
$162K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
457+ 2.46% |
$25.6K - $28.7K
|
19K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
428New |
$24K - $26.9K
|
428
$25.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
384+ 7.59% |
$21.5K - $24.1K
|
5.45K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
347New |
$19.4K - $21.8K
|
347
$20.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
341+ 9.32% |
$19.1K - $21.4K
|
4K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
324New |
$18.1K - $20.3K
|
324
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
320+ 0.33% |
$17.9K - $20.1K
|
96.4K
$5.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
237+ 1.57% |
$13.3K - $14.9K
|
15.3K
$901K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
211+ 3.29% |
$11.8K - $13.2K
|
6.62K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
209+ 30.25% |
$11.7K - $13.1K
|
900
$52.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$11.2K - $12.6K
|
200
$11.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
194New |
$10.9K - $12.2K
|
194
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
192+ 195.92% |
$10.7K - $12K
|
290
$17K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168+ 21.43% |
$9.4K - $10.5K
|
952
$55.9K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
166New |
$9.29K - $10.4K
|
166
$9.75K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
154+ 4.37% |
$8.62K - $9.66K
|
3.68K
$216K
|