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 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.09K- 28.63% |
$226K - $247K
|
10.2K
$584K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.2K- 10.02% |
$232K - $253K
|
37.7K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 28.59% |
$241K - $263K
|
10.9K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.43K- 17.47% |
$244K - $267K
|
20.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.58K- 19.65% |
$253K - $276K
|
18.7K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.71K- 22.52% |
$259K - $284K
|
16.2K
$926K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.81K- 57.6% |
$265K - $290K
|
3.54K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.08K- 14.48% |
$280K - $306K
|
30K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.13K- 1.59% |
$283K - $309K
|
318K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.2K- 29.8% |
$287K - $314K
|
12.3K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.1K- 12.18% |
$336K - $368K
|
44K
$2.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-6.84K- 10.22% |
$377K - $412K
|
60.1K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.98K- 7.91% |
$385K - $421K
|
81.3K
$4.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.16K- 66.69% |
$395K - $432K
|
3.58K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.54K- 21.84% |
$471K - $515K
|
30.6K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.66K- 45.61% |
$478K - $522K
|
10.3K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-8.78K- 6.62% |
$484K - $529K
|
124K
$7.08M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8.9K- 60.96% |
$491K - $537K
|
5.7K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.23K- 5.07% |
$509K - $557K
|
173K
$9.88M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.1K- 0.64% |
$556K - $607K
|
1.57M
$90M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 4.83% |
$577K - $630K
|
206K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 61.05% |
$580K - $635K
|
6.72K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-11.8K- 3.67% |
$648K - $709K
|
308K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-11.8K- 58.72% |
$652K - $713K
|
8.32K
$476K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14K- 48.88% |
$772K - $844K
|
14.6K
$837K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-15.3K- 8.2% |
$842K - $921K
|
171K
$9.77M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16K- 43.19% |
$881K - $964K
|
21K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-16.4K- 54.23% |
$906K - $990K
|
13.9K
$793K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.2K- 5.17% |
$1M - $1.09M
|
333K
$19M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-18.8K- 99.7% |
$1.04M - $1.13M
|
56
$3.2K
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-20.7K- 48.2% |
$1.14M - $1.25M
|
22.3K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-21.2K- 81.72% |
$1.17M - $1.28M
|
4.74K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 5.31% |
$1.23M - $1.34M
|
398K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.5K- 3.92% |
$1.24M - $1.36M
|
553K
$31.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-28.7K- 45.19% |
$1.58M - $1.73M
|
34.8K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.8K- 5.69% |
$1.64M - $1.8M
|
494K
$28.2M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-31K- 29.44% |
$1.71M - $1.87M
|
74.3K
$4.25M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.4K- 19.84% |
$1.84M - $2.02M
|
135K
$7.73M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-33.5K- 21.52% |
$1.85M - $2.02M
|
122K
$6.98M
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-36.4K- 11.67% |
$2.01M - $2.19M
|
275K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-36.5K- 4.77% |
$2.01M - $2.2M
|
728K
$41.6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53.4K- 8.67% |
$2.95M - $3.22M
|
563K
$32.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-77.3K- 64.79% |
$4.26M - $4.66M
|
42K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-82.1K- 86.07% |
$4.53M - $4.95M
|
13.3K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-91K- 29.13% |
$5.02M - $5.49M
|
221K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.9K- 26.57% |
$5.23M - $5.72M
|
262K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-102K- 95.05% |
$5.63M - $6.16M
|
5.32K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-105K- 60.94% |
$5.81M - $6.35M
|
67.5K
$3.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-158K- 92.72% |
$8.73M - $9.55M
|
12.4K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-171K- 14.73% |
$9.45M - $10.3M
|
992K
$56.8M
|