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 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-53.9K- 43.11% |
$2.72M - $3.13M
|
71.2K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42K- 7.61% |
$2.12M - $2.44M
|
510K
$30.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-65- 0.36% |
$3.27K - $3.77K
|
18K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
524+ 5.83% |
$26.4K - $30.4K
|
9.51K
$563K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-12K- 53.72% |
$602K - $693K
|
10.3K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.6K+ 4.52% |
$935K - $1.08M
|
429K
$25.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14.5K- 89.48% |
$730K - $840K
|
1.7K
$101K
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-59.3K- 37.46% |
$2.99M - $3.44M
|
99K
$5.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
114New |
$5.74K - $6.61K
|
114
$6.74K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.8K- 4.61% |
$645K - $742K
|
265K
$15.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-99- 2.17% |
$4.99K - $5.74K
|
4.46K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42- 0.4% |
$2.12K - $2.43K
|
10.5K
$623K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.13K+ 72.3% |
$57.1K - $65.7K
|
2.7K
$160K
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
39K+ 11.84% |
$1.96M - $2.26M
|
368K
$21.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.75K+ 4.2% |
$87.9K - $101K
|
43.3K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
92+ 146.03% |
$4.63K - $5.33K
|
155
$9.17K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
210+ 5250.0% |
$10.6K - $12.2K
|
214
$12.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-114- 8.1% |
$5.74K - $6.61K
|
1.29K
$76.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.39K- 40.58% |
$271K - $312K
|
7.89K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6K+ 9.35% |
$636K - $732K
|
148K
$8.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 1.86% |
$71.7K - $82.5K
|
74.9K
$4.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.9K- 10.32% |
$751K - $864K
|
130K
$7.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
8.69KNew |
$437K - $503K
|
8.69K
$514K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.51K+ 6.53% |
$76.1K - $87.6K
|
24.7K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.56K- 36.56% |
$179K - $206K
|
6.17K
$365K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.28K+ 28.2% |
$64.4K - $74.1K
|
5.82K
$344K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.75K+ 13.55% |
$139K - $160K
|
23.1K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-3- 60.0% |
$151 - $174
|
2
$118
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-10.6K- 12.92% |
$533K - $614K
|
71.4K
$4.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
21.5K+ 99.22% |
$1.08M - $1.25M
|
43.2K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.2KNew |
$514K - $591K
|
10.2K
$603K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
774+ 2.77% |
$39K - $44.9K
|
28.7K
$1.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.4K+ 22.5% |
$323K - $371K
|
34.9K
$2.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.7K+ 20.69% |
$136K - $157K
|
15.8K
$932K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.06% |
$50.4 - $58
|
95
$5.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.71K- 2.49% |
$136K - $157K
|
106K
$6.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 4.89% |
$655 - $754
|
279
$16.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
301+ 8.4% |
$15.2K - $17.4K
|
3.89K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-910- 0.5% |
$45.8K - $52.8K
|
181K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.99K- 29.18% |
$402K - $463K
|
19.4K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.81K+ 10.34% |
$393K - $453K
|
83.3K
$4.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
7New |
$353 - $406
|
7
$414
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
7New |
$353 - $406
|
7
$414
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.81K+ 244.16% |
$394K - $453K
|
11K
$652K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-26.3K- 35.4% |
$1.32M - $1.52M
|
48K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.47K- 0.86% |
$225K - $259K
|
512K
$30.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7+ 0.1% |
$353 - $406
|
6.93K
$410K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9.66KNew |
$487K - $560K
|
9.66K
$572K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
314New |
$15.8K - $18.2K
|
314
$18.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
20New |
$1.01K - $1.16K
|
20
$1.18K
|