Latest Institutional Purchases of Ishares Core U.S. Reit ETF (USRT)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Reit ETF (USRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
868KNew |
$47.9M - $52.3M
|
868K
$48.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
457K+ 376.46% |
$25.2M - $27.6M
|
579K
$32.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
329KNew |
$18.1M - $19.8M
|
329K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
248KNew |
$13.7M - $14.9M
|
248K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
117K+ 5077.52% |
$6.44M - $7.04M
|
119K
$6.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
41.5KNew |
$2.29M - $2.5M
|
41.5K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28.5KNew |
$1.57M - $1.72M
|
28.5K
$1.59M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
26.7K+ 54.26% |
$1.47M - $1.61M
|
76K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
26.2K+ 8.81% |
$1.44M - $1.58M
|
323K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
24.5K+ 98.53% |
$1.35M - $1.47M
|
49.3K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
23.4KNew |
$1.29M - $1.41M
|
23.4K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
21.1KNew |
$1.16M - $1.27M
|
21.1K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.5K+ 25.74% |
$852K - $932K
|
75.5K
$4.22M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
11.9KNew |
$653K - $714K
|
11.9K
$663K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11K+ 2.16% |
$604K - $660K
|
517K
$28.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10.1KNew |
$556K - $608K
|
10.1K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 27178.38% |
$554K - $606K
|
10.1K
$565K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
8.45K+ 26.49% |
$466K - $509K
|
40.3K
$2.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.51K+ 76.53% |
$414K - $453K
|
17.3K
$969K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
7.47KNew |
$412K - $450K
|
7.47K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.03K+ 4.79% |
$388K - $424K
|
154K
$8.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
5.68K+ 38.19% |
$313K - $342K
|
20.5K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.86KNew |
$268K - $293K
|
4.86K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
4.62K+ 123.83% |
$255K - $278K
|
8.35K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.29K+ 17.63% |
$237K - $259K
|
28.7K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.11K+ 108.51% |
$226K - $248K
|
7.89K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.03K+ 1.32% |
$222K - $243K
|
309K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.6K+ 11.5% |
$198K - $217K
|
34.9K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
3.51KNew |
$194K - $212K
|
3.51K
$196K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03K+ 593.92% |
$167K - $183K
|
3.54K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.56K+ 5.16% |
$141K - $154K
|
52.1K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.33KNew |
$128K - $140K
|
2.33K
$130K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.16K+ 1.2% |
$119K - $130K
|
182K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.78K+ 4.51% |
$98.3K - $107K
|
41.3K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.77K+ 15.7% |
$97.7K - $107K
|
13.1K
$730K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.76K+ 24.56% |
$97.2K - $106K
|
8.94K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 9.64% |
$95.2K - $104K
|
19.6K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.72K+ 15.39% |
$95.1K - $104K
|
12.9K
$723K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.69K+ 14.41% |
$93.2K - $102K
|
13.4K
$751K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.48KNew |
$81.6K - $89.2K
|
1.48K
$82.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 160.81% |
$57K - $62.3K
|
1.68K
$93.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
976+ 26.54% |
$53.8K - $58.8K
|
4.65K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
969+ 2.28% |
$53.4K - $58.4K
|
43.4K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
965+ 7.13% |
$53.2K - $58.2K
|
14.5K
$811K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
737+ 4.2% |
$40.6K - $44.4K
|
18.3K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
716+ 1.24% |
$39.5K - $43.2K
|
58.4K
$3.27M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
646+ 2.42% |
$35.6K - $38.9K
|
27.4K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
611+ 2.28% |
$33.7K - $36.8K
|
27.4K
$1.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
575New |
$31.7K - $34.7K
|
575
$32.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
541+ 6.87% |
$29.8K - $32.6K
|
8.42K
$471K
|