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 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-116- 70.73% |
$6.45K - $6.89K
|
48
$2.81K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-233- 2.42% |
$13K - $13.8K
|
9.4K
$550K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-124- 1.24% |
$6.9K - $7.36K
|
9.91K
$580K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-970- 12.66% |
$54K - $57.6K
|
6.69K
$392K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
516+ 11.22% |
$28.7K - $30.6K
|
5.12K
$299K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-737- 0.41% |
$41K - $43.8K
|
181K
$10.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.42K+ 7.32% |
$246K - $262K
|
64.8K
$3.79M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
268+ 2.99% |
$14.9K - $15.9K
|
9.24K
$541K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-577- 3.89% |
$32.1K - $34.3K
|
14.3K
$834K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.3% |
$55.6 - $59.4
|
331
$19.4K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$50.4 - $58
|
659K
$38.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.45K- 2.74% |
$375K - $432K
|
264K
$15.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.47K- 20.09% |
$124K - $143K
|
9.82K
$574K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-548- 10.86% |
$27.6K - $31.8K
|
4.5K
$263K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100+ 9.84% |
$5.04K - $5.8K
|
1.12K
$65.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37New |
$1.86K - $2.14K
|
37
$2.17K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
22.5K+ 9.94% |
$1.13M - $1.3M
|
248K
$14.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 12.2% |
$5.85M - $6.73M
|
1.07M
$62.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.67K+ 14.12% |
$235K - $271K
|
37.8K
$2.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
464+ 4.14% |
$23.4K - $26.9K
|
11.7K
$683K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-663- 1.8% |
$33.4K - $38.4K
|
36.2K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.76K- 3.38% |
$139K - $160K
|
78.9K
$4.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.2K- 75.98% |
$717K - $825K
|
4.5K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.6K+ 24.93% |
$2.2M - $2.53M
|
218K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.03K+ 9.92% |
$153K - $176K
|
33.6K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.6K+ 15.83% |
$80.6K - $92.8K
|
11.7K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
567K+ 572.52% |
$28.6M - $32.9M
|
666K
$39M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
23+ 0.12% |
$1.16K - $1.33K
|
19K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.1K+ 42.26% |
$912K - $1.05M
|
60.9K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-150K- 34.9% |
$7.56M - $8.7M
|
280K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6+ 0.03% |
$302 - $348
|
23.7K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.6MNew |
$80.5M - $92.6M
|
1.6M
$93.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.83K- 5.64% |
$243K - $280K
|
80.8K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.72K- 75.99% |
$187K - $216K
|
1.18K
$68.8K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-20.3K- 53.85% |
$1.02M - $1.18M
|
17.4K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.7KNew |
$1.09M - $1.26M
|
21.7K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7New |
$353 - $406
|
7
$410
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
97.3K+ 26.64% |
$4.9M - $5.64M
|
462K
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 3.14% |
$96.6K - $111K
|
59K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.54% |
$554 - $638
|
2.05K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75.4K+ 615.12% |
$3.8M - $4.37M
|
87.7K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
19.2K+ 63.88% |
$966K - $1.11M
|
49.2K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.87K+ 69.29% |
$195K - $224K
|
9.44K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.43K+ 13.8% |
$72K - $82.9K
|
11.8K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50KNew |
$2.52M - $2.9M
|
50K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
388+ 0.27% |
$19.5K - $22.5K
|
145K
$8.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
250+ 3.38% |
$12.6K - $14.5K
|
7.64K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$634K - $729K
|
12.6K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
105+ 0.77% |
$5.29K - $6.09K
|
13.8K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
231New |
$11.6K - $13.4K
|
231
$13.5K
|
|