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 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.5K- 10.22% |
$195K - $208K
|
30.7K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19.8K- 12.77% |
$1.1M - $1.17M
|
135K
$7.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 8.68% |
$714K - $762K
|
161K
$9.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3K+ 6.1% |
$128K - $137K
|
40.1K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 2.76% |
$153K - $163K
|
103K
$5.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
728+ 13.09% |
$40.5K - $43.2K
|
6.29K
$364K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.33K- 4.2% |
$73.8K - $78.8K
|
30.3K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.6K- 13.38% |
$587K - $626K
|
68.3K
$3.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
76.5K+ 4.79% |
$4.26M - $4.54M
|
1.67M
$96.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.78% |
$223 - $237
|
519
$30K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.64K+ 31.27% |
$147K - $157K
|
11.1K
$640K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
95+ 4.59% |
$5.29K - $5.64K
|
2.17K
$125K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-219- 2.97% |
$12.2K - $13K
|
7.16K
$414K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.8K+ 7.4% |
$655K - $698K
|
171K
$9.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600New |
$33.4K - $35.6K
|
600
$34.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
19+ 95.0% |
$1.06K - $1.13K
|
39
$2.26K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-27K- 5.83% |
$1.5M - $1.6M
|
435K
$25.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
881+ 7.47% |
$49K - $52.3K
|
12.7K
$733K
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-17.8K- 36.19% |
$990K - $1.06M
|
31.4K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
66.2K+ 23.3% |
$3.68M - $3.93M
|
350K
$20.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4K+ 130.61% |
$914K - $976K
|
29K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2+ 0.02% |
$111 - $119
|
11.5K
$666K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.2K+ 205.88% |
$1.07M - $1.14M
|
28.5K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39K+ 3.66% |
$77.6K - $82.8K
|
39.5K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-19.8K- 45.95% |
$1.1M - $1.18M
|
23.3K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4- 0.02% |
$223 - $237
|
17.7K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-188- 1.04% |
$10.5K - $11.2K
|
17.8K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.71K+ 6.39% |
$262K - $280K
|
78.4K
$4.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.27K- 21.61% |
$126K - $135K
|
8.24K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
34.9K+ 319.24% |
$1.94M - $2.07M
|
45.8K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
926+ 9.74% |
$51.5K - $55K
|
10.4K
$604K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.09K+ 3.06% |
$450K - $481K
|
273K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Epiq Partners, LLC
|
BUY
|
- |
9+ 0.22% |
$501 - $534
|
4.01K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.9K+ 10.33% |
$773K - $825K
|
148K
$8.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-765- 12.66% |
$42.6K - $45.4K
|
5.28K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 55.31% |
$27.8K - $29.7K
|
404
$23.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.15K- 31.14% |
$342K - $365K
|
13.6K
$787K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-10.3K- 12.7% |
$570K - $609K
|
70.5K
$4.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-19.3K- 23.76% |
$1.08M - $1.15M
|
62K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-44- 0.51% |
$2.45K - $2.61K
|
8.64K
$500K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.48K+ 5.59% |
$138K - $147K
|
46.9K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
234K+ 488.12% |
$13M - $13.9M
|
282K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.6K+ 9.28% |
$3.26M - $3.48M
|
690K
$39.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
35.4K+ 152.51% |
$1.97M - $2.1M
|
58.7K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.44K+ 12.3% |
$80.2K - $85.6K
|
13.2K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
329+ 8.03% |
$18.3K - $19.5K
|
4.42K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-666- 8.33% |
$37.1K - $39.5K
|
7.33K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.12KNew |
$285K - $304K
|
5.12K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-467- 0.45% |
$26K - $27.7K
|
104K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.3K+ 51.68% |
$682K - $728K
|
36K
$2.08M
|
|