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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
251+ 0.62% |
$14K - $14.9K
|
40.9K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.26KNew |
$237K - $253K
|
4.26K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.25K+ 52.21% |
$348K - $371K
|
18.2K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-109- 1.07% |
$6.06K - $6.47K
|
10.1K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9- 0.44% |
$501 - $534
|
2.04K
$118K
|
|
|
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
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-42.6K- 83.95% |
$2.37M - $2.53M
|
8.15K
$471K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.38K- 4.16% |
$300K - $320K
|
124K
$7.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
728+ 13.09% |
$40.5K - $43.2K
|
6.29K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.15KNew |
$454K - $484K
|
8.15K
$471K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-89- 57.42% |
$4.95K - $5.28K
|
66
$3.82K
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.3K+ 4.25% |
$72.1K - $76.9K
|
31.8K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-502- 42.69% |
$27.9K - $29.8K
|
674
$39K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.5K- 10.22% |
$195K - $208K
|
30.7K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 8.68% |
$714K - $762K
|
161K
$9.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3K+ 6.1% |
$128K - $137K
|
40.1K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 2.76% |
$153K - $163K
|
103K
$5.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.33K- 4.2% |
$73.8K - $78.8K
|
30.3K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
76.5K+ 4.79% |
$4.26M - $4.54M
|
1.67M
$96.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.78% |
$223 - $237
|
519
$30K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.64K+ 31.27% |
$147K - $157K
|
11.1K
$640K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
95+ 4.59% |
$5.29K - $5.64K
|
2.17K
$125K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-219- 2.97% |
$12.2K - $13K
|
7.16K
$414K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.8K+ 7.4% |
$655K - $698K
|
171K
$9.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600New |
$33.4K - $35.6K
|
600
$34.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
19+ 95.0% |
$1.06K - $1.13K
|
39
$2.26K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.6K- 13.38% |
$587K - $626K
|
68.3K
$3.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-27K- 5.83% |
$1.5M - $1.6M
|
435K
$25.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
881+ 7.47% |
$49K - $52.3K
|
12.7K
$733K
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-17.8K- 36.19% |
$990K - $1.06M
|
31.4K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
66.2K+ 23.3% |
$3.68M - $3.93M
|
350K
$20.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4K+ 130.61% |
$914K - $976K
|
29K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2+ 0.02% |
$111 - $119
|
11.5K
$666K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.2K+ 205.88% |
$1.07M - $1.14M
|
28.5K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39K+ 3.66% |
$77.6K - $82.8K
|
39.5K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-19.8K- 45.95% |
$1.1M - $1.18M
|
23.3K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4- 0.02% |
$223 - $237
|
17.7K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-188- 1.04% |
$10.5K - $11.2K
|
17.8K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.71K+ 6.39% |
$262K - $280K
|
78.4K
$4.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.27K- 21.61% |
$126K - $135K
|
8.24K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
34.9K+ 319.24% |
$1.94M - $2.07M
|
45.8K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.09K+ 3.06% |
$450K - $481K
|
273K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
926+ 9.74% |
$51.5K - $55K
|
10.4K
$604K
|
|
|
Nov 12, 2025
Q3 2025
|
Epiq Partners, LLC
|
BUY
|
- |
9+ 0.22% |
$501 - $534
|
4.01K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.9K+ 10.33% |
$773K - $825K
|
148K
$8.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-765- 12.66% |
$42.6K - $45.4K
|
5.28K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 55.31% |
$27.8K - $29.7K
|
404
$23.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.15K- 31.14% |
$342K - $365K
|
13.6K
$787K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-10.3K- 12.7% |
$570K - $609K
|
70.5K
$4.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-19.3K- 23.76% |
$1.08M - $1.15M
|
62K
$3.59M
|
|