Purchases and Sales Made in Q1 2025 in Ishares Core U.S. Reit ETF (USRT)
This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
868KNew |
$47.9M - $52.3M
|
868K
$49.6M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
578KNew |
$31.9M - $34.9M
|
578K
$33.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
457K+ 376.46% |
$25.2M - $27.6M
|
579K
$33.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
329KNew |
$18.1M - $19.8M
|
329K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
248KNew |
$13.7M - $14.9M
|
248K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
226K+ 751963.31% |
$12.4M - $13.6M
|
226K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
214K+ 16.18% |
$11.8M - $12.9M
|
1.53M
$87.7M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
158KNew |
$8.73M - $9.54M
|
158K
$9.05M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
141K+ 5.07% |
$7.75M - $8.48M
|
2.92M
$167M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
125KNew |
$6.9M - $7.54M
|
125K
$7.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
117K+ 5077.52% |
$6.44M - $7.04M
|
119K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
99KNew |
$5.46M - $5.97M
|
99K
$5.66M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
85KNew |
$4.68M - $5.12M
|
85K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68.3K+ 48.68% |
$3.76M - $4.11M
|
208K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
59.1KNew |
$3.26M - $3.57M
|
59.1K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54K+ 59.65% |
$2.98M - $3.25M
|
144K
$8.26M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.9K+ 85.08% |
$2.86M - $3.13M
|
113K
$6.46M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51.1K+ 109.96% |
$2.82M - $3.08M
|
97.5K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
44.9K+ 12.17% |
$2.47M - $2.7M
|
414K
$23.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
41.5KNew |
$2.29M - $2.5M
|
41.5K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40.1K+ 29.58% |
$2.21M - $2.42M
|
176K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.1K+ 3.6% |
$1.82M - $1.99M
|
953K
$54.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28.5KNew |
$1.57M - $1.72M
|
28.5K
$1.63M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
26.7K+ 54.26% |
$1.47M - $1.61M
|
76K
$4.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
26.2K+ 8.81% |
$1.44M - $1.58M
|
323K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
24.5K+ 98.53% |
$1.35M - $1.47M
|
49.3K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
23.4KNew |
$1.29M - $1.41M
|
23.4K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.2K+ 14.55% |
$1.22M - $1.34M
|
175K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
21.2KNew |
$1.17M - $1.28M
|
21.2K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
21.1KNew |
$1.16M - $1.27M
|
21.1K
$1.21M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19K+ 90.52% |
$1.05M - $1.15M
|
40.1K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
19KNew |
$1.05M - $1.14M
|
19K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
17.3KNew |
$951K - $1.04M
|
17.3K
$987K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
16.4K+ 5.47% |
$905K - $990K
|
317K
$18.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.5K+ 25.74% |
$852K - $932K
|
75.5K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.2K+ 20.99% |
$781K - $854K
|
81.6K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.7KNew |
$758K - $828K
|
13.7K
$786K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
11.9KNew |
$653K - $714K
|
11.9K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.2K+ 8.39% |
$619K - $677K
|
145K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 12.91% |
$616K - $674K
|
97.8K
$5.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11K+ 2.16% |
$604K - $660K
|
517K
$29.6M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.9KNew |
$603K - $659K
|
10.9K
$625K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10.1KNew |
$556K - $608K
|
10.1K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 27178.38% |
$554K - $606K
|
10.1K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.77KNew |
$539K - $589K
|
9.77K
$559K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.73K+ 5.69% |
$537K - $587K
|
181K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
8.45K+ 26.49% |
$466K - $509K
|
40.3K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.68K+ 110.34% |
$423K - $463K
|
14.6K
$837K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.51K+ 76.53% |
$414K - $453K
|
17.3K
$991K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
7.47KNew |
$412K - $450K
|
7.47K
$427K
|