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 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.42KNew |
$409K - $448K
|
7.42K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.03K+ 4.79% |
$388K - $424K
|
154K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.05KNew |
$334K - $365K
|
6.05K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
5.68K+ 38.19% |
$313K - $342K
|
20.5K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.57K+ 0.84% |
$307K - $336K
|
669K
$38.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.46K+ 1.52% |
$301K - $329K
|
365K
$20.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.29K+ 100.0% |
$292K - $319K
|
10.6K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.05K+ 5.24% |
$278K - $304K
|
101K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.92K+ 18.15% |
$271K - $296K
|
32K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.86KNew |
$268K - $293K
|
4.86K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
4.62K+ 123.83% |
$255K - $278K
|
8.35K
$477K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.56KNew |
$251K - $275K
|
4.56K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.29K+ 17.63% |
$237K - $259K
|
28.7K
$1.64M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.23KNew |
$233K - $255K
|
4.23K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.11K+ 108.51% |
$226K - $248K
|
7.89K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
4.06KNew |
$224K - $245K
|
4.06K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.04KNew |
$223K - $244K
|
4.04K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.03K+ 1.32% |
$222K - $243K
|
309K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.82KNew |
$211K - $230K
|
3.82K
$218K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 0.93% |
$209K - $228K
|
411K
$23.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.6K+ 11.5% |
$198K - $217K
|
34.9K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
3.51KNew |
$194K - $212K
|
3.51K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3.5K+ 11.72% |
$193K - $211K
|
33.3K
$1.91M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.29K+ 1.53% |
$182K - $198K
|
218K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.15K+ 15.72% |
$173K - $190K
|
23.1K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.13K+ 73.39% |
$172K - $189K
|
7.39K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03K+ 593.92% |
$167K - $183K
|
3.54K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.62K+ 0.95% |
$145K - $158K
|
278K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.56K+ 5.16% |
$141K - $154K
|
52.1K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.55K+ 26.63% |
$141K - $154K
|
12.1K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.5K+ 23.67% |
$138K - $151K
|
13K
$746K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.33KNew |
$128K - $140K
|
2.33K
$133K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.16K+ 1.2% |
$119K - $130K
|
182K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.01K+ 1.88% |
$111K - $121K
|
109K
$6.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.78K+ 4.51% |
$98.3K - $107K
|
41.3K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.77K+ 15.7% |
$97.7K - $107K
|
13.1K
$747K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.76K+ 24.56% |
$97.2K - $106K
|
8.94K
$511K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 9.64% |
$95.2K - $104K
|
19.6K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.72K+ 15.39% |
$95.1K - $104K
|
12.9K
$739K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.69K+ 14.41% |
$93.2K - $102K
|
13.4K
$768K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.67K+ 1.82% |
$92.1K - $101K
|
93.3K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 9.2% |
$88.2K - $96.5K
|
19K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.58K+ 63.61% |
$87.1K - $95.3K
|
4.06K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.48KNew |
$81.6K - $89.2K
|
1.48K
$84.6K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.24KNew |
$68.3K - $74.6K
|
1.24K
$70.8K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.14K+ 1.59% |
$63.1K - $69K
|
73.1K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 218.5% |
$59.3K - $64.8K
|
1.57K
$89.6K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.04KNew |
$57.5K - $62.8K
|
1.04K
$59.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 160.81% |
$57K - $62.3K
|
1.68K
$95.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.01K+ 11.08% |
$55.6K - $60.8K
|
10.1K
$578K
|