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 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
231New |
$11.6K - $13.4K
|
231
$13.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
130+ 282.61% |
$6.55K - $7.54K
|
176
$10.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
523+ 10.48% |
$26.3K - $30.3K
|
5.51K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.37K+ 15.84% |
$472K - $543K
|
68.5K
$4.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.11K+ 7.54% |
$157K - $181K
|
44.4K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.99K+ 22.01% |
$302K - $347K
|
33.2K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
89.4KNew |
$4.5M - $5.18M
|
89.4K
$5.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
507+ 4.97% |
$25.5K - $29.4K
|
10.7K
$634K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-227- 5.49% |
$11.4K - $13.2K
|
3.91K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-225- 5.32% |
$11.3K - $13K
|
4.01K
$237K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-230- 62.5% |
$11.6K - $13.3K
|
138
$8.16K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-17.6K- 82.77% |
$885K - $1.02M
|
3.66K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130+ 0.66% |
$6.55K - $7.54K
|
19.8K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.4K+ 26.28% |
$171K - $197K
|
16.3K
$966K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.6K+ 58.76% |
$433K - $499K
|
23.2K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
43+ 0.39% |
$2.17K - $2.49K
|
11.1K
$656K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.7K+ 15.52% |
$3.11M - $3.58M
|
459K
$27.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
105New |
$5.29K - $6.09K
|
105
$6.21K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-19.3K- 49.87% |
$972K - $1.12M
|
19.4K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.03K- 32.83% |
$102K - $118K
|
4.16K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-775- 10.27% |
$39K - $44.9K
|
6.77K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.55K- 2.05% |
$179K - $206K
|
169K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-106- 0.45% |
$5.34K - $6.14K
|
23.6K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-423- 3.81% |
$21.3K - $24.5K
|
10.7K
$631K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-602- 2.88% |
$30.3K - $34.9K
|
20.3K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 10.58% |
$146K - $168K
|
24.5K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.87K+ 2.32% |
$145K - $167K
|
127K
$7.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
BUY
|
- |
46+ 9.11% |
$2.32K - $2.67K
|
551
$32.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-30- 4.66% |
$1.51K - $1.74K
|
614
$36.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
14.3K+ 4.43% |
$722K - $831K
|
338K
$20M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-7.4K- 2.99% |
$373K - $429K
|
240K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 25.5% |
$67.8K - $78K
|
3.93K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 31.57% |
$164K - $189K
|
7.07K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
632+ 0.2% |
$31.8K - $36.6K
|
319K
$18.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-615- 14.26% |
$31K - $35.7K
|
3.7K
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-511- 7.61% |
$25.7K - $29.6K
|
6.2K
$367K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-162- 3.02% |
$8.16K - $9.39K
|
5.2K
$308K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
SELL
|
- |
-870- 11.27% |
$43.8K - $50.4K
|
6.85K
$405K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
493+ 150.76% |
$24.8K - $28.6K
|
820
$48.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45- 0.45% |
$2.27K - $2.61K
|
10K
$592K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-9.9K- 24.54% |
$499K - $574K
|
30.4K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-51- 0.75% |
$2.57K - $2.96K
|
6.77K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-551- 3.01% |
$27.8K - $31.9K
|
17.7K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-117- 0.92% |
$5.89K - $6.78K
|
12.6K
$743K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.69KNew |
$337K - $388K
|
6.69K
$396K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.42K- 64.3% |
$324K - $372K
|
3.57K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-25.4K- 72.92% |
$1.28M - $1.47M
|
9.42K
$557K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 66.07% |
$55.8K - $64.2K
|
569
$33.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.54K- 4.91% |
$77.5K - $89.2K
|
29.8K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.85K- 1.85% |
$143K - $165K
|
151K
$8.94M
|