Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
106K+ 138.91% |
$5.32M - $6.12M
|
182K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
89.4KNew |
$4.5M - $5.18M
|
89.4K
$5.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.7K+ 15.52% |
$3.11M - $3.58M
|
459K
$25.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35.8K+ 30.02% |
$1.8M - $2.07M
|
155K
$8.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29.7K+ 14.42% |
$1.5M - $1.72M
|
236K
$13.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
25.3K+ 6.3% |
$1.27M - $1.47M
|
427K
$24M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
17.5KNew |
$883K - $1.02M
|
17.5K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.7KNew |
$840K - $967K
|
16.7K
$938K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
14.3K+ 4.43% |
$722K - $831K
|
338K
$19M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.9K+ 1.5% |
$551K - $635K
|
739K
$41.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9.66KNew |
$487K - $560K
|
9.66K
$544K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.37K+ 15.84% |
$472K - $543K
|
68.5K
$3.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
9.02K+ 9.48% |
$454K - $523K
|
104K
$5.86M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.71K+ 50.29% |
$439K - $505K
|
26K
$1.46M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.69K+ 3.16% |
$438K - $504K
|
284K
$16M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.6K+ 58.76% |
$433K - $499K
|
23.2K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
8.11K+ 97.14% |
$409K - $470K
|
16.5K
$926K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.81K+ 244.16% |
$394K - $453K
|
11K
$620K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.81K+ 10.34% |
$393K - $453K
|
83.3K
$4.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7.75K+ 92.02% |
$390K - $449K
|
16.2K
$909K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.69KNew |
$337K - $388K
|
6.69K
$376K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.4K+ 22.5% |
$323K - $371K
|
34.9K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.99K+ 22.01% |
$302K - $347K
|
33.2K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5.92K+ 58.69% |
$298K - $343K
|
16K
$901K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
4.61K+ 0.46% |
$232K - $267K
|
997K
$56.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.6KNew |
$232K - $267K
|
4.6K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.46K+ 44.18% |
$225K - $258K
|
14.6K
$819K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.37K+ 13.12% |
$220K - $254K
|
37.7K
$2.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.23KNew |
$213K - $245K
|
4.23K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.87KNew |
$195K - $224K
|
3.87K
$217K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.46K+ 30.45% |
$174K - $201K
|
14.8K
$834K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.45K+ 1.77% |
$174K - $200K
|
199K
$11.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.4K+ 26.28% |
$171K - $197K
|
16.3K
$918K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.11K+ 7.54% |
$157K - $181K
|
44.4K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.87K+ 2.32% |
$145K - $167K
|
127K
$7.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.81K+ 13.29% |
$141K - $163K
|
23.9K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.7K+ 20.69% |
$136K - $157K
|
15.8K
$887K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.21K+ 48.57% |
$111K - $128K
|
6.75K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.2K+ 47.22% |
$111K - $127K
|
6.85K
$385K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.12K+ 52.12% |
$107K - $123K
|
6.18K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.98K+ 3.39% |
$99.8K - $115K
|
60.4K
$3.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.72K+ 0.35% |
$86.7K - $99.8K
|
496K
$27.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.54K+ 11.47% |
$77.6K - $89.3K
|
15K
$842K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.46K+ 1.25% |
$73.5K - $84.6K
|
118K
$6.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.44K+ 1.54% |
$72.5K - $83.5K
|
94.7K
$5.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.19K+ 33.59% |
$59.9K - $68.9K
|
4.73K
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.18K+ 1.78% |
$59.4K - $68.4K
|
67.5K
$3.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.05K+ 2.13% |
$52.7K - $60.7K
|
50.3K
$2.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
866+ 2.41% |
$43.6K - $50.2K
|
36.8K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
818+ 1.88% |
$41.2K - $47.4K
|
44.2K
$2.49M
|