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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
774+ 2.77% |
$39K - $44.9K
|
28.7K
$1.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
740+ 50.0% |
$37.3K - $42.9K
|
2.22K
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
669+ 0.92% |
$33.7K - $38.8K
|
73.7K
$4.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
632+ 0.2% |
$31.8K - $36.6K
|
319K
$17.8M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
629+ 1.21% |
$31.7K - $36.5K
|
52.7K
$2.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
602+ 12.38% |
$30.3K - $34.9K
|
5.47K
$306K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
548+ 2.34% |
$27.6K - $31.8K
|
23.9K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
524+ 5.83% |
$26.4K - $30.4K
|
9.51K
$532K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
523+ 10.48% |
$26.3K - $30.3K
|
5.51K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
507+ 4.97% |
$25.5K - $29.4K
|
10.7K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
506+ 5.06% |
$25.5K - $29.3K
|
10.5K
$588K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
493+ 150.76% |
$24.8K - $28.6K
|
820
$45.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
464+ 4.14% |
$23.4K - $26.9K
|
11.7K
$653K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
432+ 3.65% |
$21.8K - $25K
|
12.3K
$687K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
404+ 5.39% |
$20.3K - $23.4K
|
7.9K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
388+ 0.27% |
$19.5K - $22.5K
|
145K
$8.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
387+ 1.11% |
$19.5K - $22.4K
|
35.3K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
336+ 17.55% |
$16.9K - $19.5K
|
2.25K
$126K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
314New |
$15.8K - $18.2K
|
314
$17.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
303+ 3.25% |
$15.3K - $17.6K
|
9.64K
$539K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
301+ 8.4% |
$15.2K - $17.4K
|
3.89K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$15.1K - $17.4K
|
300
$16.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
280+ 101.82% |
$14.1K - $16.2K
|
555
$31.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
257New |
$12.9K - $14.9K
|
257
$14.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
250+ 3.38% |
$12.6K - $14.5K
|
7.64K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
231New |
$11.6K - $13.4K
|
231
$12.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
231New |
$11.6K - $13.4K
|
231
$12.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
210+ 5250.0% |
$10.6K - $12.2K
|
214
$12K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
164+ 0.86% |
$8.26K - $9.51K
|
19.2K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
130+ 282.61% |
$6.55K - $7.54K
|
176
$9.85K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130+ 0.66% |
$6.55K - $7.54K
|
19.8K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
114New |
$5.74K - $6.61K
|
114
$6.38K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
112+ 1.26% |
$5.64K - $6.49K
|
8.98K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
105+ 0.77% |
$5.29K - $6.09K
|
13.8K
$773K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
105New |
$5.29K - $6.09K
|
105
$5.88K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.04K - $5.8K
|
100
$5.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
92+ 146.03% |
$4.63K - $5.33K
|
155
$8.67K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
90+ 0.05% |
$4.53K - $5.22K
|
195K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
80New |
$4.03K - $4.64K
|
80
$4.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
71+ 1.66% |
$3.58K - $4.12K
|
4.35K
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
65+ 0.43% |
$3.27K - $3.77K
|
15.1K
$842K
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
BUY
|
- |
46+ 9.11% |
$2.32K - $2.67K
|
551
$30.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
43+ 0.39% |
$2.17K - $2.49K
|
11.1K
$621K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.4% |
$2.01K - $2.32K
|
10K
$561K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37New |
$1.86K - $2.14K
|
37
$2.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37+ 0.5% |
$1.86K - $2.14K
|
7.38K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
23+ 0.12% |
$1.16K - $1.33K
|
19K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
23+ 0.62% |
$1.16K - $1.33K
|
3.71K
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
20New |
$1.01K - $1.16K
|
20
$1.12K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 4.89% |
$655 - $754
|
279
$15.6K
|