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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.12K- 9.02% |
$359K - $413K
|
71.8K
$4.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-113K- 92.8% |
$5.71M - $6.57M
|
8.79K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.41KNew |
$323K - $372K
|
6.41K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-578- 63.8% |
$29.1K - $33.5K
|
328
$19K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.03K- 32.68% |
$203K - $233K
|
8.3K
$480K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42- 0.4% |
$2.12K - $2.43K
|
10.5K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.39K- 40.58% |
$271K - $312K
|
7.89K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.75K+ 4.2% |
$87.9K - $101K
|
43.3K
$2.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-3- 60.0% |
$151 - $174
|
2
$116
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
301+ 8.4% |
$15.2K - $17.4K
|
3.89K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
7New |
$353 - $406
|
7
$405
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
7New |
$353 - $406
|
7
$405
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 4.89% |
$655 - $754
|
279
$16.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7+ 0.1% |
$353 - $406
|
6.93K
$401K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
20New |
$1.01K - $1.16K
|
20
$1.16K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
314New |
$15.8K - $18.2K
|
314
$18.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
231New |
$11.6K - $13.4K
|
231
$13.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
89.4KNew |
$4.5M - $5.18M
|
89.4K
$5.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-602- 2.88% |
$30.3K - $34.9K
|
20.3K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
105New |
$5.29K - $6.09K
|
105
$6.07K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-19.3K- 49.87% |
$972K - $1.12M
|
19.4K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 25.5% |
$67.8K - $78K
|
3.93K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
493+ 150.76% |
$24.8K - $28.6K
|
820
$47.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-615- 14.26% |
$31K - $35.7K
|
3.7K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.42K- 64.3% |
$324K - $372K
|
3.57K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-87- 2.36% |
$4.38K - $5.04K
|
3.6K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
90+ 0.05% |
$4.53K - $5.22K
|
195K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 4.82% |
$403 - $464
|
158
$9.14K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
257New |
$12.9K - $14.9K
|
257
$14.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.7% |
$201 - $232
|
573
$33.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-4.37K- 8.27% |
$220K - $254K
|
48.5K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
80New |
$4.03K - $4.64K
|
80
$4.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.7KNew |
$840K - $967K
|
16.7K
$964K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.21K+ 48.57% |
$111K - $128K
|
6.75K
$390K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.04K - $5.8K
|
100
$5.78K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3- 0.07% |
$151 - $174
|
4.05K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
740+ 50.0% |
$37.3K - $42.9K
|
2.22K
$128K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
887New |
$48.9K - $53.5K
|
887
$51.3K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.31K- 29.22% |
$128K - $139K
|
5.6K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.1K- 0.64% |
$556K - $607K
|
1.57M
$91M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-421- 1.74% |
$23.2K - $25.4K
|
23.7K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-43- 17.41% |
$2.37K - $2.59K
|
204
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.9K+ 85.08% |
$2.86M - $3.13M
|
113K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 50.0% |
$5.51K - $6.03K
|
100
$5.78K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.24KNew |
$68.3K - $74.6K
|
1.24K
$71.6K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.42KNew |
$409K - $448K
|
7.42K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.77KNew |
$539K - $589K
|
9.77K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 9.2% |
$88.2K - $96.5K
|
19K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-11.8K- 58.72% |
$652K - $713K
|
8.32K
$481K
|
|