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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.99K+ 22.01% |
$302K - $347K
|
33.2K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5.92K+ 58.69% |
$298K - $343K
|
16K
$896K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.67K+ 14.12% |
$235K - $271K
|
37.8K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
4.61K+ 0.46% |
$232K - $267K
|
997K
$55.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.6KNew |
$232K - $267K
|
4.6K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.46K+ 44.18% |
$225K - $258K
|
14.6K
$814K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.37K+ 13.12% |
$220K - $254K
|
37.7K
$2.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.23KNew |
$213K - $245K
|
4.23K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.1KNew |
$206K - $237K
|
4.1K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.87K+ 69.29% |
$195K - $224K
|
9.44K
$528K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.87KNew |
$195K - $224K
|
3.87K
$216K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.46K+ 30.45% |
$174K - $201K
|
14.8K
$830K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.45K+ 1.77% |
$174K - $200K
|
199K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.4K+ 26.28% |
$171K - $197K
|
16.3K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.25K+ 53.78% |
$164K - $189K
|
9.3K
$521K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.11K+ 7.54% |
$157K - $181K
|
44.4K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.03K+ 9.92% |
$153K - $176K
|
33.6K
$1.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.87K+ 2.32% |
$145K - $167K
|
127K
$7.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.81K+ 13.29% |
$141K - $163K
|
23.9K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.76K+ 55.71% |
$139K - $160K
|
7.71K
$431K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.75K+ 13.55% |
$139K - $160K
|
23.1K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.7K+ 20.69% |
$136K - $157K
|
15.8K
$882K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.69K+ 6715.0% |
$135K - $156K
|
2.73K
$153K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.21K+ 48.57% |
$111K - $128K
|
6.75K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.2K+ 47.22% |
$111K - $127K
|
6.85K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.12K+ 52.12% |
$107K - $123K
|
6.18K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.03K+ 0.66% |
$102K - $118K
|
310K
$17.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.98K+ 3.39% |
$99.8K - $115K
|
60.4K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.75K+ 1075.46% |
$88.3K - $102K
|
1.92K
$107K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.75K+ 4.2% |
$87.9K - $101K
|
43.3K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.74K+ 45.61% |
$87.7K - $101K
|
5.56K
$311K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.72K+ 0.35% |
$86.7K - $99.8K
|
496K
$27.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.6K+ 15.83% |
$80.6K - $92.8K
|
11.7K
$656K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.54K+ 11.47% |
$77.6K - $89.3K
|
15K
$838K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.51K+ 6.53% |
$76.1K - $87.6K
|
24.7K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.46K+ 1.25% |
$73.5K - $84.6K
|
118K
$6.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.44K+ 1.54% |
$72.5K - $83.5K
|
94.7K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.43K+ 13.8% |
$72K - $82.9K
|
11.8K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.31K+ 12.83% |
$65.9K - $75.9K
|
11.5K
$644K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.28K+ 28.2% |
$64.4K - $74.1K
|
5.82K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25K+ 20.24% |
$63K - $72.5K
|
7.43K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.19K+ 33.59% |
$59.9K - $68.9K
|
4.73K
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.18K+ 1.78% |
$59.4K - $68.4K
|
67.5K
$3.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.13K+ 72.3% |
$57.1K - $65.7K
|
2.7K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.06KNew |
$53.2K - $61.3K
|
1.06K
$59.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.05K+ 2.13% |
$52.7K - $60.7K
|
50.3K
$2.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
866+ 2.41% |
$43.6K - $50.2K
|
36.8K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
831+ 7.38% |
$41.9K - $48.2K
|
12.1K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
818+ 1.88% |
$41.2K - $47.4K
|
44.2K
$2.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
774+ 2.77% |
$39K - $44.9K
|
28.7K
$1.61M
|