Purchases and Sales Made in Q1 2025 in Ishares Core U.S. Reit ETF (USRT)
This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-102K- 95.05% |
$5.63M - $6.16M
|
5.32K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-105K- 60.94% |
$5.81M - $6.35M
|
67.5K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-158K- 92.72% |
$8.73M - $9.55M
|
12.4K
$735K
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-171K- 14.73% |
$9.45M - $10.3M
|
992K
$58.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-236K- 30.17% |
$13M - $14.2M
|
546K
$32.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-360K- 95.47% |
$19.8M - $21.7M
|
17.1K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-555K- 56.35% |
$30.6M - $33.4M
|
430K
$25.4M
|