Latest Institutional Transactions on Ishares Core U.S. Reit ETF (USRT)
This table provides information on the latest institutional transactions involving Ishares Core U.S. Reit ETF (USRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
16+ 0.12% |
$890 - $950
|
13.7K
$802K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-1.16K- 6.1% |
$64.4K - $68.8K
|
17.8K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.13% |
$278 - $297
|
4K
$234K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
803New |
$44.7K - $47.7K
|
803
$47K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.8K+ 31.58% |
$100K - $107K
|
7.5K
$439K
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
20.2K+ 3.03% |
$1.12M - $1.2M
|
686K
$40.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
576+ 4.42% |
$32K - $34.2K
|
13.6K
$797K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.89K+ 4.05% |
$161K - $171K
|
74.2K
$4.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
305New |
$17K - $18.1K
|
305
$17.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.87K+ 24.3% |
$104K - $111K
|
9.58K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.13K+ 4.9% |
$397K - $423K
|
153K
$8.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.09% |
$556 - $594
|
10.7K
$624K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-124- 1.3% |
$6.9K - $7.36K
|
9.41K
$551K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-12.3K- 86.67% |
$686K - $732K
|
1.9K
$111K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
55New |
$3.06K - $3.27K
|
55
$3.22K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.08% |
$55.6 - $59.4
|
1.3K
$75.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.5K- 7.91% |
$974K - $1.04M
|
204K
$11.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
185+ 33.33% |
$10.3K - $11K
|
740
$43.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.99K+ 1.01% |
$111K - $118K
|
199K
$11.7M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.92KNew |
$218K - $233K
|
3.92K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.19K+ 32.71% |
$122K - $130K
|
8.87K
$519K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.58K+ 6.7% |
$311K - $332K
|
88.9K
$5.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.73KNew |
$208K - $222K
|
3.73K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-106- 2.55% |
$5.9K - $6.29K
|
4.05K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
119+ 67.61% |
$6.62K - $7.07K
|
295
$17.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
9.93K+ 32.61% |
$552K - $589K
|
40.4K
$2.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
12K+ 6.63% |
$669K - $714K
|
193K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
504+ 2.04% |
$28K - $29.9K
|
25.2K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93.9K+ 21.87% |
$5.22M - $5.57M
|
523K
$30.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.85KNew |
$214K - $229K
|
3.85K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-48- 1.23% |
$2.67K - $2.85K
|
3.86K
$226K
|
|
|
Nov 05, 2025
Q3 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
5.79KNew |
$322K - $344K
|
5.79K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
16.2K+ 4.79% |
$900K - $960K
|
354K
$20.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 26.17% |
$3.12K - $3.32K
|
158
$9.25K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.22K- 34.15% |
$179K - $191K
|
6.2K
$363K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
348KNew |
$19.3M - $20.6M
|
348K
$20.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.37K+ 34.86% |
$187K - $200K
|
13K
$763K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.62K+ 1955.51% |
$257K - $274K
|
4.85K
$284K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47New |
$2.62K - $2.79K
|
47
$2.75K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-294- 15.34% |
$16.4K - $17.5K
|
1.62K
$94.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 264.26% |
$912K - $973K
|
22.6K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
8.42K+ 8.5% |
$468K - $500K
|
107K
$6.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-439- 4.39% |
$24.4K - $26.1K
|
9.56K
$560K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.9K+ 30.29% |
$272K - $291K
|
21.1K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
93+ 0.87% |
$5.17K - $5.52K
|
10.8K
$632K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 26.13% |
$689K - $735K
|
59.7K
$3.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12.3K+ 2.39% |
$682K - $728K
|
525K
$30.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.63KNew |
$202K - $215K
|
3.63K
$212K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-138- 0.48% |
$7.68K - $8.19K
|
28.6K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.7K- 3.86% |
$986K - $1.05M
|
442K
$25.8M
|