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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.19K+ 33.59% |
$59.9K - $68.9K
|
4.73K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.61% |
$50.4 - $58
|
164
$9.7K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
629+ 1.21% |
$31.7K - $36.5K
|
52.7K
$3.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.08K- 9.71% |
$105K - $121K
|
19.4K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
303+ 3.25% |
$15.3K - $17.6K
|
9.64K
$570K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
8.11K+ 97.14% |
$409K - $470K
|
16.5K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.18K+ 1.78% |
$59.4K - $68.4K
|
67.5K
$4M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.98K+ 3.39% |
$99.8K - $115K
|
60.4K
$3.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-115- 25.5% |
$5.79K - $6.67K
|
336
$19.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.46K+ 44.18% |
$225K - $258K
|
14.6K
$861K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
404+ 5.39% |
$20.3K - $23.4K
|
7.9K
$467K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.4% |
$2.01K - $2.32K
|
10K
$593K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.05K+ 2.13% |
$52.7K - $60.7K
|
50.3K
$2.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
112+ 1.26% |
$5.64K - $6.49K
|
8.98K
$531K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
106K+ 138.91% |
$5.32M - $6.12M
|
182K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5.92K+ 58.69% |
$298K - $343K
|
16K
$947K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.72K+ 0.35% |
$86.7K - $99.8K
|
496K
$29.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.21K+ 48.57% |
$111K - $128K
|
6.75K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
602+ 12.38% |
$30.3K - $34.9K
|
5.47K
$323K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.7KNew |
$840K - $967K
|
16.7K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
387+ 1.11% |
$19.5K - $22.4K
|
35.3K
$2.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.45K+ 1.77% |
$174K - $200K
|
199K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.6KNew |
$232K - $267K
|
4.6K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
80New |
$4.03K - $4.64K
|
80
$4.73K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.23KNew |
$213K - $245K
|
4.23K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.04K - $5.8K
|
100
$5.92K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
65+ 0.43% |
$3.27K - $3.77K
|
15.1K
$890K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3- 0.07% |
$151 - $174
|
4.05K
$239K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.11% |
$1.11K - $1.28K
|
20.5K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
740+ 50.0% |
$37.3K - $42.9K
|
2.22K
$131K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-948- 10.6% |
$47.8K - $55K
|
7.99K
$473K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2.3K- 23.06% |
$116K - $133K
|
7.66K
$453K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.46K+ 30.45% |
$174K - $201K
|
14.8K
$877K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.69K+ 3.16% |
$438K - $504K
|
284K
$16.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
164+ 0.86% |
$8.26K - $9.51K
|
19.2K
$1.13M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.71K+ 50.29% |
$439K - $505K
|
26K
$1.54M
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-594- 4.92% |
$32.8K - $35.8K
|
11.5K
$680K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
887New |
$48.9K - $53.5K
|
887
$52.5K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.31K- 29.22% |
$128K - $139K
|
5.6K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
695+ 1.74% |
$38.3K - $41.9K
|
40.6K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.1K- 0.64% |
$556K - $607K
|
1.57M
$93.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.34K- 8.6% |
$73.8K - $80.7K
|
14.2K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.42KNew |
$409K - $448K
|
7.42K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-421- 1.74% |
$23.2K - $25.4K
|
23.7K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.55K+ 26.63% |
$141K - $154K
|
12.1K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-43- 17.41% |
$2.37K - $2.59K
|
204
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.9K+ 85.08% |
$2.86M - $3.13M
|
113K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 50.0% |
$5.51K - $6.03K
|
100
$5.92K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.24KNew |
$68.3K - $74.6K
|
1.24K
$73.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.07% |
$110 - $121
|
2.76K
$163K
|
|