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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
41.5KNew |
$2.29M - $2.5M
|
41.5K
$2.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
26.7K+ 54.26% |
$1.47M - $1.61M
|
76K
$4.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.5K+ 25.74% |
$852K - $932K
|
75.5K
$4.15M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
11.9KNew |
$653K - $714K
|
11.9K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11K+ 2.16% |
$604K - $660K
|
517K
$28.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 27178.38% |
$554K - $606K
|
10.1K
$555K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.51K+ 76.53% |
$414K - $453K
|
17.3K
$953K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
7.47KNew |
$412K - $450K
|
7.47K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
4.62K+ 123.83% |
$255K - $278K
|
8.35K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.29K+ 17.63% |
$237K - $259K
|
28.7K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.77K+ 15.7% |
$97.7K - $107K
|
13.1K
$718K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.76K+ 24.56% |
$97.2K - $106K
|
8.94K
$492K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.69K+ 14.41% |
$93.2K - $102K
|
13.4K
$739K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.48KNew |
$81.6K - $89.2K
|
1.48K
$81.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
976+ 26.54% |
$53.8K - $58.8K
|
4.65K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
965+ 7.13% |
$53.2K - $58.2K
|
14.5K
$797K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
575New |
$31.7K - $34.7K
|
575
$31.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
490New |
$27K - $29.5K
|
490
$27K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
451New |
$24.9K - $27.2K
|
451
$24.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
422+ 0.11% |
$23.3K - $25.4K
|
401K
$22.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
326+ 4.4% |
$18K - $19.7K
|
7.74K
$426K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
214+ 0.11% |
$11.8K - $12.9K
|
195K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
108+ 0.73% |
$5.96K - $6.51K
|
15K
$824K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
94+ 1.27% |
$5.18K - $5.67K
|
7.5K
$412K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
19+ 0.36% |
$1.05K - $1.15K
|
5.36K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3+ 0.08% |
$165 - $181
|
3.92K
$216K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.39% |
$110 - $121
|
512
$28.2K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.48% |
$55.1 - $60.3
|
210
$11.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.62% |
$55.1 - $60.3
|
163
$8.97K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$55.1 - $60.3
|
4.05K
$223K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8- 0.04% |
$441 - $482
|
19K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-28- 8.46% |
$1.54K - $1.69K
|
303
$16.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-31- 0.66% |
$1.71K - $1.87K
|
4.67K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 14.95% |
$3.53K - $3.86K
|
364
$20K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-117- 0.18% |
$6.45K - $7.05K
|
66.4K
$3.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-291- 3.18% |
$16K - $17.5K
|
8.86K
$488K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-341- 2.98% |
$18.8K - $20.6K
|
11.1K
$610K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-466- 4.05% |
$25.7K - $28.1K
|
11.1K
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-531- 2.62% |
$29.3K - $32K
|
19.7K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-638- 6.02% |
$35.2K - $38.5K
|
9.96K
$548K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-724- 0.75% |
$39.9K - $43.6K
|
95.2K
$5.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-732- 1.36% |
$40.4K - $44.1K
|
52.9K
$2.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-941- 3.58% |
$51.9K - $56.7K
|
25.3K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-966- 9.38% |
$53.3K - $58.2K
|
9.33K
$513K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.43K- 2.04% |
$134K - $146K
|
117K
$6.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.81K- 57.6% |
$265K - $290K
|
3.54K
$195K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-6.84K- 10.22% |
$377K - $412K
|
60.1K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.16K- 66.69% |
$395K - $432K
|
3.58K
$197K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 61.05% |
$580K - $635K
|
6.72K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-28.7K- 45.19% |
$1.58M - $1.73M
|
34.8K
$1.91M
|