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 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.12K+ 75.24% |
$508K - $542K
|
21.2K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.47% |
$55.6 - $59.4
|
213
$12.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.24K+ 8.42% |
$292K - $311K
|
67.5K
$3.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.3K+ 3.73% |
$1.74M - $1.86M
|
871K
$51M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.46KNew |
$193K - $206K
|
3.46K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.22K+ 12.9% |
$67.6K - $72.1K
|
10.6K
$622K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-895- 4.89% |
$49.8K - $53.1K
|
17.4K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.38% |
$55.6 - $59.4
|
263
$15.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-746- 3.06% |
$41.5K - $44.3K
|
23.7K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-199- 8.84% |
$11.1K - $11.8K
|
2.05K
$120K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
245+ 1.26% |
$13.6K - $14.5K
|
19.6K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.81KNew |
$434K - $463K
|
7.81K
$457K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
912+ 23.6% |
$50.7K - $54.1K
|
4.78K
$280K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-261- 1.49% |
$14.5K - $15.5K
|
17.3K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.47K- 13.95% |
$81.8K - $87.3K
|
9.07K
$531K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
201+ 0.91% |
$11.2K - $11.9K
|
22.3K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
982+ 2.6% |
$54.6K - $58.3K
|
38.7K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6.32K+ 2.63% |
$351K - $375K
|
247K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
23+ 1.24% |
$1.28K - $1.37K
|
1.88K
$110K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-12.8K- 78.7% |
$715K - $763K
|
3.48K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
87.4K+ 8.77% |
$4.86M - $5.19M
|
1.08M
$63.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
172+ 1.14% |
$9.57K - $10.2K
|
15.2K
$891K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
182+ 0.08% |
$10.1K - $10.8K
|
236K
$13.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.83K+ 32.75% |
$436K - $465K
|
31.8K
$1.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.72K+ 1.51% |
$430K - $458K
|
519K
$30.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-528- 3.6% |
$29.4K - $31.3K
|
14.2K
$828K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
692+ 3.61% |
$38.5K - $41.1K
|
19.9K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-19- 0.12% |
$1.06K - $1.13K
|
16K
$936K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-21- 3.42% |
$1.17K - $1.25K
|
593
$34.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.65K+ 8.24% |
$203K - $216K
|
47.9K
$2.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22+ 3.87% |
$1.22K - $1.31K
|
591
$34.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-15.4K- 62.84% |
$858K - $916K
|
9.12K
$534K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-418- 5.29% |
$23.3K - $24.8K
|
7.48K
$438K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-43- 0.39% |
$2.39K - $2.55K
|
11.1K
$647K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.18K+ 5.06% |
$65.6K - $70K
|
24.5K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.83KNew |
$213K - $227K
|
3.83K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.14K- 9.26% |
$63.3K - $67.6K
|
11.1K
$652K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
18.5K+ 70.89% |
$1.03M - $1.1M
|
44.5K
$2.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 9.72% |
$78.7K - $83.9K
|
16K
$934K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
256+ 1.71% |
$14.2K - $15.2K
|
15.2K
$891K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-6.64K- 21.27% |
$369K - $394K
|
24.6K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
509+ 9.31% |
$28.3K - $30.2K
|
5.97K
$350K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
13K+ 25.81% |
$723K - $771K
|
63.3K
$3.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.5K- 0.35% |
$83.3K - $88.9K
|
425K
$24.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
20.4K+ 16.15% |
$1.14M - $1.21M
|
147K
$8.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-461- 2.25% |
$25.7K - $27.4K
|
20.1K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.9K+ 4.29% |
$161K - $172K
|
70.4K
$4.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.32K+ 2.45% |
$129K - $138K
|
97K
$5.68M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-257- 0.49% |
$14.3K - $15.3K
|
52.4K
$3.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-45- 1.26% |
$2.5K - $2.67K
|
3.53K
$207K
|