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 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7- 0.15% |
$389 - $416
|
4.78K
$279K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11- 0.03% |
$612 - $653
|
33.2K
$1.94M
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-45- 1.26% |
$2.5K - $2.67K
|
3.53K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-55- 1.81% |
$3.06K - $3.27K
|
2.99K
$174K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-72- 0.52% |
$4.01K - $4.27K
|
13.8K
$807K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-116- 70.73% |
$6.45K - $6.89K
|
48
$2.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-124- 1.24% |
$6.9K - $7.36K
|
9.91K
$578K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-199- 8.84% |
$11.1K - $11.8K
|
2.05K
$120K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-215- 1.41% |
$12K - $12.8K
|
15K
$878K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-233- 2.42% |
$13K - $13.8K
|
9.4K
$549K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-257- 0.49% |
$14.3K - $15.3K
|
52.4K
$3.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-261- 1.49% |
$14.5K - $15.5K
|
17.3K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-320- 4.73% |
$17.8K - $19K
|
6.45K
$377K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-418- 5.29% |
$23.3K - $24.8K
|
7.48K
$437K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-461- 2.25% |
$25.7K - $27.4K
|
20.1K
$1.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-528- 3.6% |
$29.4K - $31.3K
|
14.2K
$826K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-577- 3.89% |
$32.1K - $34.3K
|
14.3K
$832K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-737- 0.41% |
$41K - $43.8K
|
181K
$10.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-746- 3.06% |
$41.5K - $44.3K
|
23.7K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-895- 4.89% |
$49.8K - $53.1K
|
17.4K
$1.02M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-970- 12.66% |
$54K - $57.6K
|
6.69K
$391K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.14K- 9.26% |
$63.3K - $67.6K
|
11.1K
$651K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.47K- 13.95% |
$81.8K - $87.3K
|
9.07K
$529K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.5K- 0.35% |
$83.3K - $88.9K
|
425K
$24.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.13K- 2.01% |
$118K - $126K
|
104K
$6.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.85K- 2.28% |
$214K - $229K
|
165K
$9.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-6.64K- 21.27% |
$369K - $394K
|
24.6K
$1.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-7.24K- 41.28% |
$403K - $430K
|
10.3K
$601K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-12.8K- 78.7% |
$715K - $763K
|
3.48K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-15.4K- 62.84% |
$858K - $916K
|
9.12K
$532K
|