Purchases and Sales Made in Q4 2025 in Ishares Core U.S. Reit ETF (USRT)
This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-5K- 34.2% |
$283K - $298K
|
9.62K
$556K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.68K- 1.57% |
$379K - $399K
|
418K
$24.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.2K- 36.71% |
$408K - $430K
|
12.4K
$718K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.9K- 2.84% |
$729K - $768K
|
441K
$25.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-19.2K- 5.52% |
$1.09M - $1.14M
|
328K
$19M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.4K- 16.56% |
$1.27M - $1.33M
|
113K
$6.52M
|
|
|
Jan 26, 2026
Q4 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-23.4K- 7.27% |
$1.32M - $1.39M
|
298K
$17.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-52.1K- 28.8% |
$2.95M - $3.11M
|
129K
$7.45M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-134K- 30.88% |
$7.62M - $8.03M
|
301K
$17.4M
|
|