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 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-44- 0.51% |
$2.45K - $2.61K
|
8.64K
$500K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.48K+ 5.59% |
$138K - $147K
|
46.9K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
234K+ 488.12% |
$13M - $13.9M
|
282K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.6K+ 9.28% |
$3.26M - $3.48M
|
690K
$39.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
35.4K+ 152.51% |
$1.97M - $2.1M
|
58.7K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.44K+ 12.3% |
$80.2K - $85.6K
|
13.2K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
329+ 8.03% |
$18.3K - $19.5K
|
4.42K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-666- 8.33% |
$37.1K - $39.5K
|
7.33K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.12KNew |
$285K - $304K
|
5.12K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-467- 0.45% |
$26K - $27.7K
|
104K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.3K+ 51.68% |
$682K - $728K
|
36K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.72K- 10.27% |
$207K - $221K
|
32.5K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
366+ 21.49% |
$20.4K - $21.7K
|
2.07K
$120K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11+ 0.27% |
$612 - $653
|
4.02K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.9K+ 18.16% |
$719K - $767K
|
84.1K
$4.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
7.91K+ 76.81% |
$440K - $470K
|
18.2K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
8.69K+ 52.8% |
$484K - $516K
|
25.1K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
85+ 1.91% |
$4.73K - $5.05K
|
4.54K
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.89K+ 4.05% |
$161K - $171K
|
74.2K
$4.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
305New |
$17K - $18.1K
|
305
$17.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
55New |
$3.06K - $3.27K
|
55
$3.18K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
576+ 4.42% |
$32K - $34.2K
|
13.6K
$788K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
16+ 0.12% |
$890 - $950
|
13.7K
$793K
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
20.2K+ 3.03% |
$1.12M - $1.2M
|
686K
$39.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.8K+ 31.58% |
$100K - $107K
|
7.5K
$434K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
803New |
$44.7K - $47.7K
|
803
$46.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.13% |
$278 - $297
|
4K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-12.3K- 86.67% |
$686K - $732K
|
1.9K
$110K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-124- 1.3% |
$6.9K - $7.36K
|
9.41K
$544K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.09% |
$556 - $594
|
10.7K
$617K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.77K+ 4.3% |
$98.3K - $105K
|
42.8K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.94KNew |
$219K - $234K
|
3.94K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
75New |
$4.17K - $4.45K
|
75
$4.34K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
29+ 1.06% |
$1.61K - $1.72K
|
2.76K
$159K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-56.6K- 11.09% |
$3.15M - $3.36M
|
454K
$26.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.8K- 0.06% |
$100K - $107K
|
2.85M
$165M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-1.16K- 6.1% |
$64.4K - $68.8K
|
17.8K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.87K+ 24.3% |
$104K - $111K
|
9.58K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.13K+ 4.9% |
$397K - $423K
|
153K
$8.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.08% |
$55.6 - $59.4
|
1.3K
$74.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.58K+ 6.7% |
$311K - $332K
|
88.9K
$5.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.5K- 7.91% |
$974K - $1.04M
|
204K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
185+ 33.33% |
$10.3K - $11K
|
740
$42.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.99K+ 1.01% |
$111K - $118K
|
199K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.92KNew |
$218K - $233K
|
3.92K
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.19K+ 32.71% |
$122K - $130K
|
8.87K
$513K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.73KNew |
$208K - $222K
|
3.73K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-106- 2.55% |
$5.9K - $6.29K
|
4.05K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
119+ 67.61% |
$6.62K - $7.07K
|
295
$17.1K
|
|