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 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.89K+ 4.05% |
$161K - $171K
|
74.2K
$4.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.32K+ 2.45% |
$129K - $138K
|
97K
$5.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.27K+ 84.22% |
$127K - $135K
|
4.97K
$291K
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.19K+ 32.71% |
$122K - $130K
|
8.87K
$519K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.99K+ 1.01% |
$111K - $118K
|
199K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.98K+ 15.76% |
$110K - $117K
|
14.5K
$851K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.87K+ 24.3% |
$104K - $111K
|
9.58K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.8K+ 31.58% |
$100K - $107K
|
7.5K
$439K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.65KNew |
$91.8K - $97.9K
|
1.65K
$96.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.48K+ 31.21% |
$82.1K - $87.6K
|
6.21K
$363K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 9.72% |
$78.7K - $83.9K
|
16K
$934K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.22K+ 12.9% |
$67.6K - $72.1K
|
10.6K
$622K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.18K+ 5.06% |
$65.6K - $70K
|
24.5K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.09K+ 2.97% |
$60.8K - $64.9K
|
37.9K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 12.23% |
$58.4K - $62.3K
|
9.63K
$564K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
997+ 2.83% |
$55.5K - $59.2K
|
36.3K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
982+ 2.6% |
$54.6K - $58.3K
|
38.7K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
946+ 15.3% |
$52.6K - $56.2K
|
7.13K
$417K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
912+ 23.6% |
$50.7K - $54.1K
|
4.78K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
803New |
$44.7K - $47.7K
|
803
$47K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
692+ 3.61% |
$38.5K - $41.1K
|
19.9K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
576+ 4.42% |
$32K - $34.2K
|
13.6K
$797K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
516+ 11.22% |
$28.7K - $30.6K
|
5.12K
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
509+ 9.31% |
$28.3K - $30.2K
|
5.97K
$350K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
504+ 2.04% |
$28K - $29.9K
|
25.2K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
491New |
$27.3K - $29.2K
|
491
$28.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
350+ 5.46% |
$19.5K - $20.8K
|
6.77K
$396K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
305New |
$17K - $18.1K
|
305
$17.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
272+ 80.95% |
$15.1K - $16.1K
|
608
$35.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
268+ 2.99% |
$14.9K - $15.9K
|
9.24K
$541K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
256+ 1.71% |
$14.2K - $15.2K
|
15.2K
$891K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
252+ 1.42% |
$14K - $15K
|
18K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
247+ 3.65% |
$13.7K - $14.7K
|
7.02K
$411K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
245+ 1.26% |
$13.6K - $14.5K
|
19.6K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
201+ 0.91% |
$11.2K - $11.9K
|
22.3K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
185+ 33.33% |
$10.3K - $11K
|
740
$43.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
182+ 0.08% |
$10.1K - $10.8K
|
236K
$13.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
172+ 1.14% |
$9.57K - $10.2K
|
15.2K
$891K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
119+ 67.61% |
$6.62K - $7.07K
|
295
$17.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
93+ 0.87% |
$5.17K - $5.52K
|
10.8K
$632K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
55New |
$3.06K - $3.27K
|
55
$3.22K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47New |
$2.62K - $2.79K
|
47
$2.75K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
43+ 0.17% |
$2.39K - $2.55K
|
25.7K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
31New |
$1.72K - $1.84K
|
31
$1.81K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 0.26% |
$1.61K - $1.72K
|
11K
$646K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
28New |
$1.56K - $1.66K
|
28
$1.64K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
26+ 0.7% |
$1.45K - $1.54K
|
3.73K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
23+ 1.24% |
$1.28K - $1.37K
|
1.88K
$110K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22+ 3.87% |
$1.22K - $1.31K
|
591
$34.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
17+ 0.25% |
$946 - $1.01K
|
6.87K
$402K
|