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 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-551- 3.01% |
$27.8K - $31.9K
|
17.7K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-553- 6.05% |
$27.9K - $32.1K
|
8.58K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-578- 63.8% |
$29.1K - $33.5K
|
328
$19.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-602- 2.88% |
$30.3K - $34.9K
|
20.3K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-615- 14.26% |
$31K - $35.7K
|
3.7K
$219K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-663- 1.8% |
$33.4K - $38.4K
|
36.2K
$2.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-720- 5.19% |
$36.3K - $41.7K
|
13.1K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-766- 16.81% |
$38.6K - $44.4K
|
3.79K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-775- 10.27% |
$39K - $44.9K
|
6.77K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-800- 16.49% |
$40.3K - $46.4K
|
4.05K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
SELL
|
- |
-870- 11.27% |
$43.8K - $50.4K
|
6.85K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-910- 0.5% |
$45.8K - $52.8K
|
181K
$10.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-912- 3.6% |
$45.9K - $52.9K
|
24.4K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-948- 10.6% |
$47.8K - $55K
|
7.99K
$473K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.09K- 23.39% |
$55K - $63.2K
|
3.57K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 66.07% |
$55.8K - $64.2K
|
569
$33.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 17.1% |
$66.6K - $76.7K
|
6.42K
$380K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 25.5% |
$67.8K - $78K
|
3.93K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.4K- 4.23% |
$70.4K - $81K
|
31.6K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 1.86% |
$71.7K - $82.5K
|
74.9K
$4.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.54K- 4.91% |
$77.5K - $89.2K
|
29.8K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 1.53% |
$78.2K - $90K
|
99.8K
$5.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 48.09% |
$85.7K - $98.7K
|
1.84K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 3.14% |
$96.6K - $111K
|
59K
$3.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.03K- 32.83% |
$102K - $118K
|
4.16K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.05K- 5.55% |
$103K - $119K
|
34.9K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.08K- 9.71% |
$105K - $121K
|
19.4K
$1.15M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2.3K- 23.06% |
$116K - $133K
|
7.66K
$453K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.32K- 18.69% |
$117K - $135K
|
10.1K
$598K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.47K- 20.09% |
$124K - $143K
|
9.82K
$581K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.71K- 2.49% |
$136K - $157K
|
106K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.76K- 3.38% |
$139K - $160K
|
78.9K
$4.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.85K- 1.85% |
$143K - $165K
|
151K
$8.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 10.58% |
$146K - $168K
|
24.5K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3.22K- 7.28% |
$162K - $187K
|
41K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 31.57% |
$164K - $189K
|
7.07K
$418K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.55K- 2.05% |
$179K - $206K
|
169K
$10M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.56K- 36.56% |
$179K - $206K
|
6.17K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.72K- 75.99% |
$187K - $216K
|
1.18K
$69.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.95K- 27.29% |
$199K - $229K
|
10.5K
$623K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.03K- 32.68% |
$203K - $233K
|
8.3K
$491K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-4.37K- 8.27% |
$220K - $254K
|
48.5K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.47K- 0.86% |
$225K - $259K
|
512K
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.83K- 5.64% |
$243K - $280K
|
80.8K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-4.86K- 44.56% |
$245K - $282K
|
6.04K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-5.28K- 30.6% |
$266K - $306K
|
12K
$708K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.3K- 38.61% |
$267K - $307K
|
8.43K
$499K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.39K- 40.58% |
$271K - $312K
|
7.89K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.59K- 27.59% |
$282K - $324K
|
14.7K
$868K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-5.81K- 18.45% |
$292K - $337K
|
25.7K
$1.52M
|