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
|
Prosperity Planning, Inc.
|
SELL
|
- |
-117- 0.18% |
$6.45K - $7.05K
|
66.4K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-122- 2.39% |
$6.73K - $7.36K
|
4.99K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-141- 0.65% |
$7.77K - $8.5K
|
21.5K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-147- 1.44% |
$8.11K - $8.86K
|
10K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-236- 32.37% |
$13K - $14.2K
|
493
$28.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-291- 3.18% |
$16K - $17.5K
|
8.86K
$507K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-321- 24.01% |
$17.7K - $19.4K
|
1.02K
$58.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-341- 2.98% |
$18.8K - $20.6K
|
11.1K
$635K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-351- 27.92% |
$19.4K - $21.2K
|
906
$51.8K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-351- 1.24% |
$19.4K - $21.2K
|
27.9K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-356- 2.27% |
$19.6K - $21.5K
|
15.3K
$875K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-403- 1.26% |
$22.2K - $24.3K
|
31.5K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-412- 3.96% |
$22.7K - $24.8K
|
9.99K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-421- 1.74% |
$23.2K - $25.4K
|
23.7K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-466- 7.0% |
$25.7K - $28.1K
|
6.19K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-466- 4.05% |
$25.7K - $28.1K
|
11.1K
$632K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-500- 9.8% |
$27.6K - $30.1K
|
4.6K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-531- 2.62% |
$29.3K - $32K
|
19.7K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-638- 6.02% |
$35.2K - $38.5K
|
9.96K
$569K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-678- 3.65% |
$37.4K - $40.9K
|
17.9K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-724- 0.75% |
$39.9K - $43.6K
|
95.2K
$5.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-732- 1.36% |
$40.4K - $44.1K
|
52.9K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-745- 6.81% |
$41.1K - $44.9K
|
10.2K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-789- 82.88% |
$43.5K - $47.6K
|
163
$9.32K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-793- 5.73% |
$43.7K - $47.8K
|
13K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-902- 13.92% |
$49.7K - $54.4K
|
5.58K
$319K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-941- 3.58% |
$51.9K - $56.7K
|
25.3K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-955- 16.68% |
$52.7K - $57.6K
|
4.77K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-966- 9.38% |
$53.3K - $58.2K
|
9.33K
$534K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.03K- 3.64% |
$56.7K - $62K
|
27.2K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 17.04% |
$59.8K - $65.4K
|
5.28K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-1.14K- 12.83% |
$62.6K - $68.5K
|
7.72K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.3K- 3.38% |
$71.4K - $78.1K
|
37K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 24.04% |
$72.2K - $78.9K
|
4.14K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.34K- 8.6% |
$73.8K - $80.7K
|
14.2K
$814K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.35K- 3.94% |
$74.6K - $81.6K
|
33K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.39K- 3.05% |
$76.9K - $84K
|
44.3K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.41K- 1.81% |
$77.7K - $84.9K
|
76.4K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.41K- 21.86% |
$77.9K - $85.1K
|
5.05K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.58K- 4.81% |
$87.3K - $95.4K
|
31.3K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.66K- 25.35% |
$91.7K - $100K
|
4.9K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.88K- 2.99% |
$104K - $113K
|
61K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.9K- 2.18% |
$105K - $115K
|
85.6K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.07K- 5.33% |
$114K - $125K
|
36.8K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.24K- 6.35% |
$124K - $135K
|
33.1K
$1.89M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.31K- 29.22% |
$128K - $139K
|
5.6K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.43K- 2.04% |
$134K - $146K
|
117K
$6.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.59K- 25.21% |
$143K - $156K
|
7.68K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.95KClosed |
$163K - $178K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.99K- 29.09% |
$220K - $241K
|
9.73K
$556K
|