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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$265K - $283K
|
4.76K
$279K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.2K+ 26.63% |
$234K - $249K
|
20K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
163K+ 28.26% |
$9.09M - $9.7M
|
742K
$43.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
39.5K+ 5.34% |
$2.2M - $2.34M
|
778K
$45.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.02K- 1.49% |
$335K - $357K
|
398K
$23.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
946+ 15.3% |
$52.6K - $56.2K
|
7.13K
$417K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 0.26% |
$1.61K - $1.72K
|
11K
$646K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.93K+ 6.31% |
$163K - $174K
|
49.3K
$2.89M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-32K- 20.19% |
$1.78M - $1.9M
|
127K
$7.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
43+ 0.17% |
$2.39K - $2.55K
|
25.7K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-273- 3.86% |
$15.2K - $16.2K
|
6.79K
$398K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
491New |
$27.3K - $29.2K
|
491
$28.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.6K- 5.37% |
$1.48M - $1.58M
|
469K
$27.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8K+ 31.08% |
$603K - $643K
|
45.7K
$2.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-299- 1.0% |
$16.6K - $17.8K
|
29.5K
$1.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-191- 3.67% |
$10.6K - $11.3K
|
5.01K
$293K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.17K- 18.94% |
$65K - $69.4K
|
5K
$293K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.07KNew |
$226K - $241K
|
4.07K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
350+ 5.46% |
$19.5K - $20.8K
|
6.77K
$396K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-46.7K- 12.69% |
$2.6M - $2.77M
|
321K
$18.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.58K- 37.66% |
$144K - $153K
|
4.27K
$250K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-377- 1.6% |
$21K - $22.4K
|
23.2K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-127- 3.47% |
$7.07K - $7.54K
|
3.53K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.61K+ 2.07% |
$368K - $392K
|
325K
$19M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.7K- 63.51% |
$484K - $516K
|
5K
$292K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.6K+ 96.34% |
$312K - $333K
|
11.4K
$668K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-42- 0.42% |
$2.34K - $2.49K
|
10.1K
$589K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11- 0.03% |
$612 - $653
|
33.2K
$1.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-7.24K- 41.28% |
$403K - $430K
|
10.3K
$603K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.85K- 2.28% |
$214K - $229K
|
165K
$9.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
8+ 1.45% |
$445 - $475
|
559
$32.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.7K+ 5.1% |
$429K - $457K
|
159K
$9.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
17+ 0.25% |
$946 - $1.01K
|
6.87K
$402K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
26+ 0.7% |
$1.45K - $1.54K
|
3.73K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
28New |
$1.56K - $1.66K
|
28
$1.64K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.48K+ 31.21% |
$82.1K - $87.6K
|
6.21K
$363K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
272+ 80.95% |
$15.1K - $16.1K
|
608
$35.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 12.23% |
$58.4K - $62.3K
|
9.63K
$564K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-215- 1.41% |
$12K - $12.8K
|
15K
$880K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.65KNew |
$91.8K - $97.9K
|
1.65K
$96.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
247+ 3.65% |
$13.7K - $14.7K
|
7.02K
$411K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-320- 4.73% |
$17.8K - $19K
|
6.45K
$378K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.09K+ 2.97% |
$60.8K - $64.9K
|
37.9K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-72- 0.52% |
$4.01K - $4.27K
|
13.8K
$809K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7- 0.15% |
$389 - $416
|
4.78K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.13K- 2.01% |
$118K - $126K
|
104K
$6.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
13.7K+ 19.97% |
$761K - $812K
|
82.2K
$4.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.98K+ 15.76% |
$110K - $117K
|
14.5K
$851K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-55- 1.81% |
$3.06K - $3.27K
|
2.99K
$175K
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10.5K+ 5.3% |
$586K - $626K
|
209K
$12.3M
|