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 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
976+ 26.54% |
$53.8K - $58.8K
|
4.65K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
969+ 2.28% |
$53.4K - $58.4K
|
43.4K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
965+ 7.13% |
$53.2K - $58.2K
|
14.5K
$829K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
874+ 9.21% |
$48.2K - $52.7K
|
10.4K
$593K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
737+ 4.2% |
$40.6K - $44.4K
|
18.3K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
716+ 1.24% |
$39.5K - $43.2K
|
58.4K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
695+ 1.74% |
$38.3K - $41.9K
|
40.6K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
646+ 2.42% |
$35.6K - $38.9K
|
27.4K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
611+ 2.28% |
$33.7K - $36.8K
|
27.4K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
610+ 5.73% |
$33.6K - $36.8K
|
11.3K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
599+ 5.65% |
$33K - $36.1K
|
11.2K
$640K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
575New |
$31.7K - $34.7K
|
575
$32.9K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
567+ 0.7% |
$31.3K - $34.2K
|
81.9K
$4.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
541+ 6.87% |
$29.8K - $32.6K
|
8.42K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
490New |
$27K - $29.5K
|
490
$28K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
459+ 4.81% |
$25.3K - $27.7K
|
9.99K
$571K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
451New |
$24.9K - $27.2K
|
451
$25.8K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
451+ 5.19% |
$24.9K - $27.2K
|
9.14K
$522K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
422+ 0.11% |
$23.3K - $25.4K
|
401K
$22.9M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
417+ 0.18% |
$23K - $25.1K
|
226K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
397+ 1.12% |
$21.9K - $23.9K
|
36K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
394+ 4.1% |
$21.7K - $23.8K
|
10K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
381+ 8.34% |
$21K - $23K
|
4.95K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
373+ 1.6% |
$20.6K - $22.5K
|
23.7K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
326+ 4.4% |
$18K - $19.7K
|
7.74K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
307+ 3.59% |
$16.9K - $18.5K
|
8.86K
$507K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
279+ 4.73% |
$15.4K - $16.8K
|
6.18K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
275New |
$15.2K - $16.6K
|
275
$15.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
250+ 1.63% |
$13.8K - $15.1K
|
15.6K
$891K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
229+ 1.84% |
$12.6K - $13.8K
|
12.7K
$725K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
215New |
$11.9K - $13K
|
215
$12.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
214+ 0.11% |
$11.8K - $12.9K
|
195K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
205+ 3.1% |
$11.3K - $12.4K
|
6.83K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
192+ 4.4% |
$10.6K - $11.6K
|
4.56K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
162New |
$8.93K - $9.77K
|
162
$9.26K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
128+ 0.45% |
$7.06K - $7.72K
|
28.8K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
123New |
$6.78K - $7.42K
|
123
$7.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
108+ 0.73% |
$5.96K - $6.51K
|
15K
$857K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
105+ 26.25% |
$5.79K - $6.33K
|
505
$28.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
103+ 2.6% |
$5.68K - $6.21K
|
4.06K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
97+ 97.0% |
$5.35K - $5.85K
|
197
$11.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
94+ 1.27% |
$5.18K - $5.67K
|
7.5K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
94+ 2.11% |
$5.18K - $5.67K
|
4.54K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
94+ 100.0% |
$5.18K - $5.67K
|
188
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
88+ 0.21% |
$4.85K - $5.31K
|
42.8K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
75New |
$4.14K - $4.52K
|
75
$4.29K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
68+ 0.49% |
$3.75K - $4.1K
|
13.9K
$794K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66+ 3.35% |
$3.64K - $3.98K
|
2.04K
$117K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
61+ 29.76% |
$3.36K - $3.68K
|
266
$15.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
52+ 3.96% |
$2.87K - $3.14K
|
1.37K
$78.1K
|