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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 48.09% |
$85.7K - $98.7K
|
1.84K
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
4.61K+ 0.46% |
$232K - $267K
|
997K
$59M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
866+ 2.41% |
$43.6K - $50.2K
|
36.8K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
23+ 0.62% |
$1.16K - $1.33K
|
3.71K
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-67.5K- 11.66% |
$3.4M - $3.91M
|
511K
$30.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.81K+ 13.29% |
$141K - $163K
|
23.9K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
9.02K+ 9.48% |
$454K - $523K
|
104K
$6.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-87- 2.36% |
$4.38K - $5.04K
|
3.6K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.54K+ 11.47% |
$77.6K - $89.3K
|
15K
$885K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7.75K+ 92.02% |
$390K - $449K
|
16.2K
$956K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
90+ 0.05% |
$4.53K - $5.22K
|
195K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.44K+ 1.54% |
$72.5K - $83.5K
|
94.7K
$5.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-64.1K- 2.2% |
$3.23M - $3.71M
|
2.85M
$169M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 4.82% |
$403 - $464
|
158
$9.35K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
17.5KNew |
$883K - $1.02M
|
17.5K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-5.81K- 18.45% |
$292K - $337K
|
25.7K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.95K- 27.29% |
$199K - $229K
|
10.5K
$623K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-10.8K- 25.66% |
$543K - $625K
|
31.2K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.64K- 44.8% |
$385K - $443K
|
9.42K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.09K- 23.39% |
$55K - $63.2K
|
3.57K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.87KNew |
$195K - $224K
|
3.87K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-16- 0.52% |
$806 - $928
|
3.04K
$180K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12+ 0.09% |
$604 - $696
|
13.9K
$822K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
432+ 3.65% |
$21.8K - $25K
|
12.3K
$727K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.37K+ 13.12% |
$220K - $254K
|
37.7K
$2.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
257New |
$12.9K - $14.9K
|
257
$15.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-720- 5.19% |
$36.3K - $41.7K
|
13.1K
$778K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-912- 3.6% |
$45.9K - $52.9K
|
24.4K
$1.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3.22K- 7.28% |
$162K - $187K
|
41K
$2.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.9K+ 1.5% |
$551K - $635K
|
739K
$43.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29.7K+ 14.42% |
$1.5M - $1.72M
|
236K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-12.4K- 7.25% |
$625K - $719K
|
159K
$9.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.13% |
$252 - $290
|
4K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.7% |
$201 - $232
|
573
$33.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-553- 6.05% |
$27.9K - $32.1K
|
8.58K
$508K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.59K- 27.59% |
$282K - $324K
|
14.7K
$868K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-36.8K- 61.26% |
$1.85M - $2.13M
|
23.3K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 17.1% |
$66.6K - $76.7K
|
6.42K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 4.38% |
$554 - $638
|
262
$15.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-45- 0.29% |
$2.27K - $2.61K
|
15.3K
$902K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.2K+ 47.22% |
$111K - $127K
|
6.85K
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.32K- 18.69% |
$117K - $135K
|
10.1K
$598K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
818+ 1.88% |
$41.2K - $47.4K
|
44.2K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
25.3K+ 6.3% |
$1.27M - $1.47M
|
427K
$25.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35.8K+ 30.02% |
$1.8M - $2.07M
|
155K
$9.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-4.37K- 8.27% |
$220K - $254K
|
48.5K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.95% |
$101 - $116
|
212
$12.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.46K+ 1.25% |
$73.5K - $84.6K
|
118K
$6.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-30- 0.16% |
$1.51K - $1.74K
|
18.3K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.12K+ 52.12% |
$107K - $123K
|
6.18K
$366K
|