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 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
20New |
$1.01K - $1.16K
|
20
$1.18K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 4.89% |
$655 - $754
|
279
$16.5K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12+ 0.09% |
$604 - $696
|
13.9K
$822K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 4.38% |
$554 - $638
|
262
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.54% |
$554 - $638
|
2.05K
$121K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
7New |
$353 - $406
|
7
$414
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
7New |
$353 - $406
|
7
$414
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7New |
$353 - $406
|
7
$414
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7+ 0.1% |
$353 - $406
|
6.93K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6+ 0.03% |
$302 - $348
|
23.7K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.13% |
$252 - $290
|
4K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.7% |
$201 - $232
|
573
$33.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.59% |
$151 - $174
|
515
$30.5K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.95% |
$101 - $116
|
212
$12.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2+ 0.01% |
$101 - $116
|
17.7K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.06% |
$50.4 - $58
|
95
$5.62K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.61% |
$50.4 - $58
|
164
$9.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 1.15% |
$151 - $174
|
259
$15.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-3- 60.0% |
$151 - $174
|
2
$118
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3- 0.07% |
$151 - $174
|
4.05K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 4.82% |
$403 - $464
|
158
$9.35K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-16- 0.52% |
$806 - $928
|
3.04K
$180K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.11% |
$1.11K - $1.28K
|
20.5K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-30- 4.66% |
$1.51K - $1.74K
|
614
$36.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-30- 0.16% |
$1.51K - $1.74K
|
18.3K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42- 0.4% |
$2.12K - $2.43K
|
10.5K
$623K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45- 0.45% |
$2.27K - $2.61K
|
10K
$592K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-45- 0.29% |
$2.27K - $2.61K
|
15.3K
$902K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-51- 0.75% |
$2.57K - $2.96K
|
6.77K
$401K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-64- 21.33% |
$3.22K - $3.71K
|
236
$14K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-65- 0.36% |
$3.27K - $3.77K
|
18K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-87- 2.36% |
$4.38K - $5.04K
|
3.6K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-97- 49.24% |
$4.89K - $5.62K
|
100
$5.92K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-99- 2.17% |
$4.99K - $5.74K
|
4.46K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-106- 0.45% |
$5.34K - $6.14K
|
23.6K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-114- 8.1% |
$5.74K - $6.61K
|
1.29K
$76.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-115- 25.5% |
$5.79K - $6.67K
|
336
$19.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-117- 0.92% |
$5.89K - $6.78K
|
12.6K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-126- 0.97% |
$6.35K - $7.3K
|
12.9K
$764K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-162- 3.02% |
$8.16K - $9.39K
|
5.2K
$308K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-225- 5.32% |
$11.3K - $13K
|
4.01K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-227- 5.49% |
$11.4K - $13.2K
|
3.91K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-230- 62.5% |
$11.6K - $13.3K
|
138
$8.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-236- 2.42% |
$11.9K - $13.7K
|
9.54K
$564K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-423- 3.81% |
$21.3K - $24.5K
|
10.7K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-428- 4.83% |
$21.6K - $24.8K
|
8.43K
$499K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-511- 7.61% |
$25.7K - $29.6K
|
6.2K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-516- 5.44% |
$26K - $29.9K
|
8.97K
$530K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-548- 10.86% |
$27.6K - $31.8K
|
4.5K
$266K
|