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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.6MNew |
$80.5M - $92.6M
|
1.6M
$94.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
567K+ 572.52% |
$28.6M - $32.9M
|
666K
$39.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
506K+ 152.04% |
$25.5M - $29.4M
|
839K
$49.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 12.2% |
$5.85M - $6.73M
|
1.07M
$63.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
106K+ 138.91% |
$5.32M - $6.12M
|
182K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
97.3K+ 26.64% |
$4.9M - $5.64M
|
462K
$27.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
89.4KNew |
$4.5M - $5.18M
|
89.4K
$5.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.6K+ 15.68% |
$4.31M - $4.96M
|
631K
$37.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75.4K+ 615.12% |
$3.8M - $4.37M
|
87.7K
$5.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69.5K+ 4.53% |
$3.5M - $4.03M
|
1.6M
$94.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.7K+ 15.52% |
$3.11M - $3.58M
|
459K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
50.8KNew |
$2.56M - $2.94M
|
50.8K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50KNew |
$2.52M - $2.9M
|
50K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.6K+ 24.93% |
$2.2M - $2.53M
|
218K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
39K+ 11.84% |
$1.96M - $2.26M
|
368K
$21.8M
|
|
|
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
$9.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33K+ 18.82% |
$1.66M - $1.92M
|
209K
$12.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29.7K+ 14.42% |
$1.5M - $1.72M
|
236K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
25.3K+ 6.3% |
$1.27M - $1.47M
|
427K
$25.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
22.5K+ 9.94% |
$1.13M - $1.3M
|
248K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.7KNew |
$1.09M - $1.26M
|
21.7K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
21.5K+ 99.22% |
$1.08M - $1.25M
|
43.2K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.2K+ 10.16% |
$1.07M - $1.23M
|
230K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
19.2K+ 63.88% |
$966K - $1.11M
|
49.2K
$2.91M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.6K+ 4.52% |
$935K - $1.08M
|
429K
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.1K+ 42.26% |
$912K - $1.05M
|
60.9K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
17.7K+ 61.91% |
$893K - $1.03M
|
46.4K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
17.5KNew |
$883K - $1.02M
|
17.5K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.7KNew |
$840K - $967K
|
16.7K
$987K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
14.3K+ 4.43% |
$722K - $831K
|
338K
$20M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.7KNew |
$690K - $794K
|
13.7K
$810K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6K+ 9.35% |
$636K - $732K
|
148K
$8.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$634K - $729K
|
12.6K
$744K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.9K+ 1.5% |
$551K - $635K
|
739K
$43.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.2KNew |
$514K - $591K
|
10.2K
$603K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9.66KNew |
$487K - $560K
|
9.66K
$572K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.37K+ 15.84% |
$472K - $543K
|
68.5K
$4.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.24K+ 3.52% |
$466K - $536K
|
272K
$16.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
9.02K+ 9.48% |
$454K - $523K
|
104K
$6.16M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.71K+ 50.29% |
$439K - $505K
|
26K
$1.54M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.69K+ 3.16% |
$438K - $504K
|
284K
$16.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
8.69KNew |
$437K - $503K
|
8.69K
$514K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.6K+ 58.76% |
$433K - $499K
|
23.2K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
8.11K+ 97.14% |
$409K - $470K
|
16.5K
$974K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.81K+ 244.16% |
$394K - $453K
|
11K
$652K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.81K+ 10.34% |
$393K - $453K
|
83.3K
$4.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7.75K+ 92.02% |
$390K - $449K
|
16.2K
$956K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.31K+ 18.25% |
$368K - $424K
|
47.4K
$2.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.69KNew |
$337K - $388K
|
6.69K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.41KNew |
$323K - $372K
|
6.41K
$379K
|