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
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.03K- 32.68% |
$203K - $233K
|
8.3K
$486K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.4K- 4.23% |
$70.4K - $81K
|
31.6K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-21.7K- 12.02% |
$1.09M - $1.26M
|
159K
$9.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.69K+ 6715.0% |
$135K - $156K
|
2.73K
$160K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37+ 0.5% |
$1.86K - $2.14K
|
7.38K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.06K+ 18.92% |
$305K - $351K
|
38.1K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-53.9K- 43.11% |
$2.72M - $3.13M
|
71.2K
$4.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42K- 7.61% |
$2.12M - $2.44M
|
510K
$29.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14.5K- 89.48% |
$730K - $840K
|
1.7K
$99.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-12K- 53.72% |
$602K - $693K
|
10.3K
$603K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
524+ 5.83% |
$26.4K - $30.4K
|
9.51K
$557K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-65- 0.36% |
$3.27K - $3.77K
|
18K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.8K- 4.61% |
$645K - $742K
|
265K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-99- 2.17% |
$4.99K - $5.74K
|
4.46K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42- 0.4% |
$2.12K - $2.43K
|
10.5K
$617K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
114New |
$5.74K - $6.61K
|
114
$6.67K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
92+ 146.03% |
$4.63K - $5.33K
|
155
$9.07K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.75K+ 4.2% |
$87.9K - $101K
|
43.3K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.39K- 40.58% |
$271K - $312K
|
7.89K
$462K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6K+ 9.35% |
$636K - $732K
|
148K
$8.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 1.86% |
$71.7K - $82.5K
|
74.9K
$4.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.9K- 10.32% |
$751K - $864K
|
130K
$7.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.2KNew |
$514K - $591K
|
10.2K
$597K
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
8.69KNew |
$437K - $503K
|
8.69K
$508K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
21.5K+ 99.22% |
$1.08M - $1.25M
|
43.2K
$2.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.75K+ 13.55% |
$139K - $160K
|
23.1K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-3- 60.0% |
$151 - $174
|
2
$117
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
7New |
$353 - $406
|
7
$410
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
7New |
$353 - $406
|
7
$410
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 4.89% |
$655 - $754
|
279
$16.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
301+ 8.4% |
$15.2K - $17.4K
|
3.89K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-26.3K- 35.4% |
$1.32M - $1.52M
|
48K
$2.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7+ 0.1% |
$353 - $406
|
6.93K
$405K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
314New |
$15.8K - $18.2K
|
314
$18.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
20New |
$1.01K - $1.16K
|
20
$1.17K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.11K+ 7.54% |
$157K - $181K
|
44.4K
$2.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
89.4KNew |
$4.5M - $5.18M
|
89.4K
$5.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
231New |
$11.6K - $13.4K
|
231
$13.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-225- 5.32% |
$11.3K - $13K
|
4.01K
$234K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130+ 0.66% |
$6.55K - $7.54K
|
19.8K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.6K+ 58.76% |
$433K - $499K
|
23.2K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-19.3K- 49.87% |
$972K - $1.12M
|
19.4K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
105New |
$5.29K - $6.09K
|
105
$6.15K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-602- 2.88% |
$30.3K - $34.9K
|
20.3K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 25.5% |
$67.8K - $78K
|
3.93K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-615- 14.26% |
$31K - $35.7K
|
3.7K
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
493+ 150.76% |
$24.8K - $28.6K
|
820
$48K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.42K- 64.3% |
$324K - $372K
|
3.57K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 48.09% |
$85.7K - $98.7K
|
1.84K
$108K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-87- 2.36% |
$4.38K - $5.04K
|
3.6K
$211K
|