Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
87.4K+ 8.77% |
$4.86M - $5.19M
|
1.08M
$63.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.3K+ 3.73% |
$1.74M - $1.86M
|
871K
$50.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
20.4K+ 16.15% |
$1.14M - $1.21M
|
147K
$8.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
18.5K+ 70.89% |
$1.03M - $1.1M
|
44.5K
$2.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
13.7K+ 19.97% |
$761K - $812K
|
82.2K
$4.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
13K+ 25.81% |
$723K - $771K
|
63.3K
$3.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10.5K+ 5.3% |
$586K - $626K
|
209K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.12K+ 75.24% |
$508K - $542K
|
21.2K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.83K+ 32.75% |
$436K - $465K
|
31.8K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.81KNew |
$434K - $463K
|
7.81K
$456K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.72K+ 1.51% |
$430K - $458K
|
519K
$30.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6.32K+ 2.63% |
$351K - $375K
|
247K
$14.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.24K+ 8.42% |
$292K - $311K
|
67.5K
$3.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.42K+ 7.32% |
$246K - $262K
|
64.8K
$3.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.83KNew |
$213K - $227K
|
3.83K
$224K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.65K+ 8.24% |
$203K - $216K
|
47.9K
$2.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.46KNew |
$193K - $206K
|
3.46K
$202K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.9K+ 4.29% |
$161K - $172K
|
70.4K
$4.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.32K+ 2.45% |
$129K - $138K
|
97K
$5.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.98K+ 15.76% |
$110K - $117K
|
14.5K
$849K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.65KNew |
$91.8K - $97.9K
|
1.65K
$96.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.48K+ 31.21% |
$82.1K - $87.6K
|
6.21K
$362K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 9.72% |
$78.7K - $83.9K
|
16K
$932K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.22K+ 12.9% |
$67.6K - $72.1K
|
10.6K
$621K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.18K+ 5.06% |
$65.6K - $70K
|
24.5K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.09K+ 2.97% |
$60.8K - $64.9K
|
37.9K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 12.23% |
$58.4K - $62.3K
|
9.63K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
982+ 2.6% |
$54.6K - $58.3K
|
38.7K
$2.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
912+ 23.6% |
$50.7K - $54.1K
|
4.78K
$279K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
692+ 3.61% |
$38.5K - $41.1K
|
19.9K
$1.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
516+ 11.22% |
$28.7K - $30.6K
|
5.12K
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
509+ 9.31% |
$28.3K - $30.2K
|
5.97K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
272+ 80.95% |
$15.1K - $16.1K
|
608
$35.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
268+ 2.99% |
$14.9K - $15.9K
|
9.24K
$540K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
256+ 1.71% |
$14.2K - $15.2K
|
15.2K
$889K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
247+ 3.65% |
$13.7K - $14.7K
|
7.02K
$410K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
245+ 1.26% |
$13.6K - $14.5K
|
19.6K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
201+ 0.91% |
$11.2K - $11.9K
|
22.3K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
182+ 0.08% |
$10.1K - $10.8K
|
236K
$13.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
172+ 1.14% |
$9.57K - $10.2K
|
15.2K
$889K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
28New |
$1.56K - $1.66K
|
28
$1.63K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
23+ 1.24% |
$1.28K - $1.37K
|
1.88K
$110K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22+ 3.87% |
$1.22K - $1.31K
|
591
$34.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.38% |
$55.6 - $59.4
|
263
$15.4K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.3% |
$55.6 - $59.4
|
331
$19.3K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.47% |
$55.6 - $59.4
|
213
$12.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7- 0.15% |
$389 - $416
|
4.78K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-19- 0.12% |
$1.06K - $1.13K
|
16K
$933K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-21- 3.42% |
$1.17K - $1.25K
|
593
$34.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-43- 0.39% |
$2.39K - $2.55K
|
11.1K
$645K
|