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 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.62K+ 10.82% |
$545K - $574K
|
98.5K
$5.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-654- 13.09% |
$37K - $39K
|
4.34K
$251K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.5K+ 4.15% |
$1.1M - $1.16M
|
488K
$28.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.21K+ 9.02% |
$125K - $132K
|
26.7K
$1.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-217- 1.08% |
$12.3K - $12.9K
|
19.8K
$1.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.68K- 1.57% |
$379K - $399K
|
418K
$24.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
11.7K+ 32.25% |
$662K - $698K
|
47.9K
$2.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
6.03K+ 9.52% |
$341K - $360K
|
69.3K
$4.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
9.73K+ 21.87% |
$551K - $580K
|
54.2K
$3.14M
|
|
|
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 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-980- 14.65% |
$55.5K - $58.5K
|
5.71K
$330K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.11K+ 66.16% |
$233K - $245K
|
10.3K
$596K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.04K- 11.1% |
$59.1K - $62.3K
|
8.36K
$483K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-335- 2.35% |
$19K - $20K
|
13.9K
$805K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-542- 1.3% |
$30.2K - $32.2K
|
41.1K
$2.38M
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.07K+ 1.75% |
$115K - $123K
|
120K
$6.95M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
291+ 3.43% |
$16.2K - $17.3K
|
8.76K
$507K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.12K- 9.18% |
$118K - $126K
|
20.9K
$1.21M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 72.24% |
$73.8K - $78.8K
|
510
$29.5K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
227+ 8.24% |
$12.6K - $13.5K
|
2.98K
$173K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7.54K- 76.83% |
$420K - $448K
|
2.27K
$132K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.34K- 16.94% |
$130K - $139K
|
11.5K
$664K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.3K+ 8.29% |
$962K - $1.03M
|
226K
$13.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.48K- 32.82% |
$82.2K - $87.7K
|
3.02K
$175K
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
33+ 0.26% |
$1.84K - $1.96K
|
13K
$749K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
37.8K+ 15.21% |
$2.1M - $2.24M
|
286K
$16.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.1K- 74.6% |
$1.39M - $1.49M
|
8.54K
$494K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.31K- 26.67% |
$518K - $553K
|
25.6K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 5.5% |
$181K - $193K
|
62.3K
$3.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.99K+ 117.69% |
$500K - $534K
|
16.6K
$962K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.04KNew |
$225K - $240K
|
4.04K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18.5K- 5.97% |
$1.03M - $1.1M
|
292K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-76.8K- 11.65% |
$4.27M - $4.56M
|
582K
$33.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.9K- 14.6% |
$495K - $528K
|
52K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.7K+ 0.61% |
$94.8K - $101K
|
281K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.82K- 4.5% |
$546K - $583K
|
209K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.7K+ 4900.67% |
$818K - $873K
|
15K
$868K
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.54K+ 20.71% |
$85.6K - $91.3K
|
8.96K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.83K- 26.88% |
$324K - $346K
|
15.9K
$917K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146K+ 9.09% |
$8.1M - $8.65M
|
1.75M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.39% |
$55.6 - $59.4
|
260
$15K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
19.5K+ 112.07% |
$1.08M - $1.16M
|
36.9K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-232- 5.15% |
$12.9K - $13.8K
|
4.27K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37.8K- 43.14% |
$2.1M - $2.25M
|
49.8K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-706- 0.94% |
$39.3K - $41.9K
|
74.2K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.2K+ 7.94% |
$1.01M - $1.08M
|
248K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.3K+ 12.6% |
$1.85M - $1.98M
|
297K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.3K- 3.86% |
$2.3M - $2.45M
|
1.03M
$59.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-65- 57.02% |
$3.62K - $3.86K
|
49
$2.83K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.56K+ 9951.16% |
$476K - $508K
|
8.64K
$500K
|
|