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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-299- 1.0% |
$16.6K - $17.8K
|
29.5K
$1.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-191- 3.67% |
$10.6K - $11.3K
|
5.01K
$290K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.17K- 18.94% |
$65K - $69.4K
|
5K
$289K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.07KNew |
$226K - $241K
|
4.07K
$235K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8K+ 31.08% |
$603K - $643K
|
45.7K
$2.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
350+ 5.46% |
$19.5K - $20.8K
|
6.77K
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-46.7K- 12.69% |
$2.6M - $2.77M
|
321K
$18.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.58K- 37.66% |
$144K - $153K
|
4.27K
$247K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-377- 1.6% |
$21K - $22.4K
|
23.2K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-127- 3.47% |
$7.07K - $7.54K
|
3.53K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.61K+ 2.07% |
$368K - $392K
|
325K
$18.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-42- 0.42% |
$2.34K - $2.49K
|
10.1K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.6K+ 96.34% |
$312K - $333K
|
11.4K
$660K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11- 0.03% |
$612 - $653
|
33.2K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.85K- 2.28% |
$214K - $229K
|
165K
$9.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
8+ 1.45% |
$445 - $475
|
559
$32.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.7K+ 5.1% |
$429K - $457K
|
159K
$9.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
17+ 0.25% |
$946 - $1.01K
|
6.87K
$397K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
26+ 0.7% |
$1.45K - $1.54K
|
3.73K
$216K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-7.24K- 41.28% |
$403K - $430K
|
10.3K
$596K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
28New |
$1.56K - $1.66K
|
28
$1.62K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
272+ 80.95% |
$15.1K - $16.1K
|
608
$35.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 12.23% |
$58.4K - $62.3K
|
9.63K
$557K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-215- 1.41% |
$12K - $12.8K
|
15K
$870K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.65KNew |
$91.8K - $97.9K
|
1.65K
$95.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
247+ 3.65% |
$13.7K - $14.7K
|
7.02K
$406K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-320- 4.73% |
$17.8K - $19K
|
6.45K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.09K+ 2.97% |
$60.8K - $64.9K
|
37.9K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
13.7K+ 19.97% |
$761K - $812K
|
82.2K
$4.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.13K- 2.01% |
$118K - $126K
|
104K
$6.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7- 0.15% |
$389 - $416
|
4.78K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-72- 0.52% |
$4.01K - $4.27K
|
13.8K
$799K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.98K+ 15.76% |
$110K - $117K
|
14.5K
$841K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-55- 1.81% |
$3.06K - $3.27K
|
2.99K
$173K
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10.5K+ 5.3% |
$586K - $626K
|
209K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.12K+ 75.24% |
$508K - $542K
|
21.2K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.47% |
$55.6 - $59.4
|
213
$12.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.24K+ 8.42% |
$292K - $311K
|
67.5K
$3.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.3K+ 3.73% |
$1.74M - $1.86M
|
871K
$50.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.46KNew |
$193K - $206K
|
3.46K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.22K+ 12.9% |
$67.6K - $72.1K
|
10.6K
$615K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-895- 4.89% |
$49.8K - $53.1K
|
17.4K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.38% |
$55.6 - $59.4
|
263
$15.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-746- 3.06% |
$41.5K - $44.3K
|
23.7K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-199- 8.84% |
$11.1K - $11.8K
|
2.05K
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
245+ 1.26% |
$13.6K - $14.5K
|
19.6K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.81KNew |
$434K - $463K
|
7.81K
$451K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
912+ 23.6% |
$50.7K - $54.1K
|
4.78K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-261- 1.49% |
$14.5K - $15.5K
|
17.3K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.47K- 13.95% |
$81.8K - $87.3K
|
9.07K
$524K
|
|