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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
490New |
$24.2K - $26.3K
|
490
$28.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
154New |
$7.6K - $8.27K
|
154
$9.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43+ 21.08% |
$2.12K - $2.31K
|
247
$14.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24New |
$1.18K - $1.29K
|
24
$1.41K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14+ 0.33% |
$691 - $752
|
4.32K
$254K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10New |
$494 - $537
|
10
$588
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
84.2KNew |
$4.32M - $4.62M
|
84.2K
$4.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 126.4% |
$920K - $982K
|
32.1K
$1.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$603K - $644K
|
11.7K
$690K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
9KNew |
$462K - $493K
|
9K
$529K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5KNew |
$257K - $274K
|
5K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.39KNew |
$225K - $241K
|
4.39K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.48K+ 4.9% |
$179K - $191K
|
74.5K
$4.38M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.2K+ 57.91% |
$113K - $121K
|
6K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 10.65% |
$75.3K - $80.4K
|
15.2K
$895K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
779+ 1.77% |
$40K - $42.7K
|
44.7K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
454New |
$23.3K - $24.9K
|
454
$26.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
146New |
$7.49K - $8K
|
146
$8.58K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$5.13K - $5.48K
|
100
$5.88K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
49+ 2.84% |
$2.52K - $2.69K
|
1.77K
$104K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
36+ 0.74% |
$1.85K - $1.97K
|
4.87K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
20New |
$1.03K - $1.1K
|
20
$1.18K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 2.27% |
$51.3 - $54.8
|
45
$2.64K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.93KNew |
$173K - $217K
|
3.93K
$231K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.86KNew |
$170K - $213K
|
3.86K
$227K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.7KNew |
$163K - $204K
|
3.7K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.24KNew |
$143K - $179K
|
3.24K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$51.8K - $64.9K
|
1.18K
$69.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
572New |
$25.2K - $31.6K
|
572
$33.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
521New |
$23K - $28.8K
|
521
$30.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
506New |
$22.3K - $27.9K
|
506
$29.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
500+ 7.96% |
$22K - $27.6K
|
6.78K
$399K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
235+ 810.34% |
$10.4K - $13K
|
264
$15.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
148New |
$6.53K - $8.17K
|
148
$8.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
76New |
$3.35K - $4.2K
|
76
$4.47K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55New |
$2.42K - $3.04K
|
55
$3.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27+ 0.56% |
$1.19K - $1.49K
|
4.85K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21+ 0.3% |
$926 - $1.16K
|
6.99K
$411K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7New |
$309 - $386
|
7
$411
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.06% |
$176 - $221
|
7.26K
$426K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
8.18KNew |
$381K - $441K
|
8.18K
$481K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.84KNew |
$365K - $423K
|
7.84K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.28KNew |
$292K - $338K
|
6.28K
$369K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.8KNew |
$224K - $259K
|
4.8K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.64KNew |
$216K - $250K
|
4.64K
$272K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.5K+ 3.36% |
$210K - $243K
|
138K
$8.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.38KNew |
$204K - $236K
|
4.38K
$257K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.81KNew |
$84.4K - $97.7K
|
1.81K
$106K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1KNew |
$46.6K - $53.9K
|
1K
$58.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
458+ 7.77% |
$21.3K - $24.7K
|
6.35K
$373K
|
|