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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
364K+ 351.38% |
$20.2M - $21.6M
|
467K
$27.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
348KNew |
$19.3M - $20.6M
|
348K
$20.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
163K+ 28.26% |
$9.09M - $9.7M
|
742K
$43.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93.9K+ 21.87% |
$5.22M - $5.57M
|
523K
$30.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
87.4K+ 8.77% |
$4.86M - $5.19M
|
1.08M
$63.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
39.5K+ 5.34% |
$2.2M - $2.34M
|
778K
$45.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.3K+ 3.73% |
$1.74M - $1.86M
|
871K
$51M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
20.4K+ 16.15% |
$1.14M - $1.21M
|
147K
$8.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
20.2K+ 3.03% |
$1.12M - $1.2M
|
686K
$40.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
18.5K+ 70.89% |
$1.03M - $1.1M
|
44.5K
$2.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 264.26% |
$912K - $973K
|
22.6K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
16.2K+ 4.79% |
$900K - $960K
|
354K
$20.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
13.7K+ 19.97% |
$761K - $812K
|
82.2K
$4.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
13K+ 25.81% |
$723K - $771K
|
63.3K
$3.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 26.13% |
$689K - $735K
|
59.7K
$3.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12.3K+ 2.39% |
$682K - $728K
|
525K
$30.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
12K+ 6.63% |
$669K - $714K
|
193K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8K+ 31.08% |
$603K - $643K
|
45.7K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10.5K+ 5.3% |
$586K - $626K
|
209K
$12.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
9.93K+ 32.61% |
$552K - $589K
|
40.4K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.12K+ 75.24% |
$508K - $542K
|
21.2K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
8.42K+ 8.5% |
$468K - $500K
|
107K
$6.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.83K+ 32.75% |
$436K - $465K
|
31.8K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.81KNew |
$434K - $463K
|
7.81K
$457K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.72K+ 1.51% |
$430K - $458K
|
519K
$30.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.7K+ 5.1% |
$429K - $457K
|
159K
$9.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.13K+ 4.9% |
$397K - $423K
|
153K
$8.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.61K+ 2.07% |
$368K - $392K
|
325K
$19M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6.32K+ 2.63% |
$351K - $375K
|
247K
$14.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
5.79KNew |
$322K - $344K
|
5.79K
$339K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.6K+ 96.34% |
$312K - $333K
|
11.4K
$668K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.58K+ 6.7% |
$311K - $332K
|
88.9K
$5.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.37K+ 44.43% |
$299K - $319K
|
17.5K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.24K+ 8.42% |
$292K - $311K
|
67.5K
$3.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.9K+ 30.29% |
$272K - $291K
|
21.1K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$265K - $283K
|
4.76K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.62K+ 1955.51% |
$257K - $274K
|
4.85K
$284K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.42K+ 7.32% |
$246K - $262K
|
64.8K
$3.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.2K+ 26.63% |
$234K - $249K
|
20K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.07KNew |
$226K - $241K
|
4.07K
$238K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.92KNew |
$218K - $233K
|
3.92K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.85KNew |
$214K - $229K
|
3.85K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.83KNew |
$213K - $227K
|
3.83K
$224K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.73KNew |
$208K - $222K
|
3.73K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.65K+ 8.24% |
$203K - $216K
|
47.9K
$2.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.63KNew |
$202K - $215K
|
3.63K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.46KNew |
$193K - $206K
|
3.46K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.37K+ 34.86% |
$187K - $200K
|
13K
$763K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.93K+ 6.31% |
$163K - $174K
|
49.3K
$2.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.9K+ 4.29% |
$161K - $172K
|
70.4K
$4.12M
|