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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.6MNew |
$80.5M - $92.6M
|
1.6M
$94.5M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
250+ 3.38% |
$12.6K - $14.5K
|
7.64K
$452K
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
50.8KNew |
$2.56M - $2.94M
|
50.8K
$3M
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
71+ 1.66% |
$3.58K - $4.12K
|
4.35K
$257K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
506+ 5.06% |
$25.5K - $29.3K
|
10.5K
$621K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.78K- 22.24% |
$493K - $567K
|
34.2K
$2.02M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.9K- 60.28% |
$2.97M - $3.42M
|
38.8K
$2.3M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 1.53% |
$78.2K - $90K
|
99.8K
$5.91M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.05K- 5.55% |
$103K - $119K
|
34.9K
$2.07M
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-766- 16.81% |
$38.6K - $44.4K
|
3.79K
$224K
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.74K+ 45.61% |
$87.7K - $101K
|
5.56K
$329K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-97- 49.24% |
$4.89K - $5.62K
|
100
$5.92K
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-126- 0.97% |
$6.35K - $7.3K
|
12.9K
$764K
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-5.28K- 30.6% |
$266K - $306K
|
12K
$708K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.31K+ 18.25% |
$368K - $424K
|
47.4K
$2.8M
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.41KNew |
$323K - $372K
|
6.41K
$379K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-13.3K- 36.78% |
$668K - $769K
|
22.8K
$1.35M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
506K+ 152.04% |
$25.5M - $29.4M
|
839K
$49.7M
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.76K+ 55.71% |
$139K - $160K
|
7.71K
$456K
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.59% |
$151 - $174
|
515
$30.5K
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
17.7K+ 61.91% |
$893K - $1.03M
|
46.4K
$2.74M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.2K+ 10.16% |
$1.07M - $1.23M
|
230K
$13.6M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 1.15% |
$151 - $174
|
259
$15.3K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69.5K+ 4.53% |
$3.5M - $4.03M
|
1.6M
$94.8M
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-113K- 92.8% |
$5.71M - $6.57M
|
8.79K
$520K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-578- 63.8% |
$29.1K - $33.5K
|
328
$19.4K
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2+ 0.01% |
$101 - $116
|
17.7K
$1.05M
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-4.86K- 44.56% |
$245K - $282K
|
6.04K
$358K
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
669+ 0.92% |
$33.7K - $38.8K
|
73.7K
$4.36M
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.1KNew |
$206K - $237K
|
4.1K
$242K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.31K+ 12.83% |
$65.9K - $75.9K
|
11.5K
$681K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-236- 2.42% |
$11.9K - $13.7K
|
9.54K
$564K
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.03K+ 0.66% |
$102K - $118K
|
310K
$18.4M
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-516- 5.44% |
$26K - $29.9K
|
8.97K
$530K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.3K- 38.61% |
$267K - $307K
|
8.43K
$499K
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-428- 4.83% |
$21.6K - $24.8K
|
8.43K
$499K
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25K+ 20.24% |
$63K - $72.5K
|
7.43K
$439K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.12K- 9.02% |
$359K - $413K
|
71.8K
$4.25M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.6K+ 15.68% |
$4.31M - $4.96M
|
631K
$37.3M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-182K- 57.52% |
$9.18M - $10.6M
|
135K
$7.96M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.03K- 32.68% |
$203K - $233K
|
8.3K
$491K
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-9.6K- 2.32% |
$484K - $557K
|
404K
$23.9M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
336+ 17.55% |
$16.9K - $19.5K
|
2.25K
$133K
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.4K- 4.23% |
$70.4K - $81K
|
31.6K
$1.87M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-21.7K- 12.02% |
$1.09M - $1.26M
|
159K
$9.41M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.69K+ 6715.0% |
$135K - $156K
|
2.73K
$161K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
280+ 101.82% |
$14.1K - $16.2K
|
555
$32.8K
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37+ 0.5% |
$1.86K - $2.14K
|
7.38K
$437K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.06K+ 18.92% |
$305K - $351K
|
38.1K
$2.25M
|