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 30, 2026
Q4 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.41% |
$170 - $179
|
216
$12.5K
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
SELL
|
- |
-38.5K- 1.35% |
$2.18M - $2.3M
|
2.81M
$163M
|
|
|
Jan 30, 2026
Q4 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
23.1K+ 2.13% |
$1.31M - $1.38M
|
1.11M
$64M
|
|
|
Jan 30, 2026
Q4 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.78K- 15.38% |
$214K - $226K
|
20.8K
$1.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-134K- 30.88% |
$7.62M - $8.03M
|
301K
$17.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Veracity Capital LLC
|
BUY
|
- |
461+ 9.01% |
$26.1K - $27.5K
|
5.58K
$323K
|
|
|
Jan 29, 2026
Q4 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
28+ 0.2% |
$1.59K - $1.67K
|
13.7K
$794K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.61KNew |
$318K - $335K
|
5.61K
$324K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 14.11% |
$80.7K - $85K
|
11.5K
$666K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-385- 1.2% |
$21.8K - $23K
|
31.7K
$1.83M
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-132- 0.76% |
$7.48K - $7.88K
|
17.2K
$993K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
5.65K+ 49.08% |
$320K - $337K
|
17.2K
$993K
|
|
|
Jan 28, 2026
Q4 2025
|
Redw Wealth LLC
|
BUY
|
- |
4+ 0.07% |
$227 - $239
|
5.52K
$319K
|
|
|
Jan 28, 2026
Q4 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-221- 3.22% |
$12.5K - $13.2K
|
6.65K
$384K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
328+ 3.41% |
$18.6K - $19.6K
|
9.96K
$576K
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.32KNew |
$74.5K - $78.5K
|
1.32K
$76K
|
|
|
Jan 28, 2026
Q4 2025
|
Brown Financial Advisory
|
SELL
|
- |
-267- 6.25% |
$15.1K - $15.9K
|
4K
$231K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
468+ 4.01% |
$26.5K - $27.9K
|
12.1K
$702K
|
|
|
Jan 27, 2026
Q4 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-535- 5.87% |
$30.3K - $31.9K
|
8.59K
$496K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
260New |
$14.7K - $15.5K
|
260
$15K
|
|
|
Jan 27, 2026
Q4 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.22% |
$510 - $537
|
4.01K
$232K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.39K- 16.43% |
$135K - $142K
|
12.1K
$702K
|
|
|
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 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.28K+ 4.77% |
$129K - $136K
|
50.2K
$2.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.06KNew |
$230K - $242K
|
4.06K
$235K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
63+ 10.66% |
$3.57K - $3.76K
|
654
$37.8K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
128+ 2.82% |
$7.25K - $7.64K
|
4.67K
$270K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 25.06% |
$67.8K - $71.4K
|
3.58K
$207K
|
|
|
Jan 26, 2026
Q4 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-746- 4.15% |
$42.3K - $44.5K
|
17.2K
$997K
|
|
|
Jan 26, 2026
Q4 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.54KNew |
$257K - $271K
|
4.54K
$262K
|
|
|
Jan 26, 2026
Q4 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-146- 4.88% |
$8.27K - $8.71K
|
2.84K
$164K
|
|
|
Jan 26, 2026
Q4 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
420+ 3.04% |
$23.8K - $25.1K
|
14.2K
$824K
|
|
|
Jan 26, 2026
Q4 2025
|
Covenant Partners, LLC
|
BUY
|
- |
33+ 5.9% |
$1.87K - $1.97K
|
592
$34.2K
|
|
|
Jan 26, 2026
Q4 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-837- 0.51% |
$47.4K - $49.9K
|
165K
$9.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
428+ 2.15% |
$24.2K - $25.5K
|
20.3K
$1.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
30.8KNew |
$1.75M - $1.84M
|
30.8K
$1.78M
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-14- 0.08% |
$793 - $835
|
17.4K
$1.01M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-5K- 34.2% |
$283K - $298K
|
9.62K
$556K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.56K+ 6.78% |
$201K - $212K
|
56K
$3.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.9K- 2.84% |
$729K - $768K
|
441K
$25.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-61- 21.86% |
$3.46K - $3.64K
|
218
$12.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34.3K+ 17.56% |
$1.94M - $2.05M
|
230K
$13.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-289- 1.81% |
$16.4K - $17.2K
|
15.7K
$907K
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.45K+ 6.9% |
$82.3K - $86.7K
|
22.5K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
16New |
$906 - $955
|
16
$925
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-5- 1.69% |
$283 - $298
|
290
$16.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
892+ 14.93% |
$50.5K - $53.2K
|
6.87K
$397K
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.13K+ 10.68% |
$121K - $127K
|
22.1K
$1.28M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.8K+ 50.8% |
$329K - $346K
|
17.2K
$996K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-99- 6.0% |
$5.61K - $5.91K
|
1.55K
$89.6K
|
|