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
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.42K- 64.3% |
$324K - $372K
|
3.57K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.12K- 9.02% |
$359K - $413K
|
71.8K
$4.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-7.4K- 2.99% |
$373K - $429K
|
240K
$14.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.45K- 2.74% |
$375K - $432K
|
264K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.64K- 44.8% |
$385K - $443K
|
9.42K
$557K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.99K- 29.18% |
$402K - $463K
|
19.4K
$1.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.51K- 1.42% |
$479K - $551K
|
659K
$39M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-9.6K- 2.32% |
$484K - $557K
|
404K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.78K- 22.24% |
$493K - $567K
|
34.2K
$2.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-9.9K- 24.54% |
$499K - $574K
|
30.4K
$1.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-10.6K- 12.92% |
$533K - $614K
|
71.4K
$4.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-10.8K- 25.66% |
$543K - $625K
|
31.2K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-12K- 53.72% |
$602K - $693K
|
10.3K
$609K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-12.4K- 7.25% |
$625K - $719K
|
159K
$9.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.8K- 4.61% |
$645K - $742K
|
265K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.9K- 19.05% |
$648K - $746K
|
54.7K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-13.3K- 36.78% |
$668K - $769K
|
22.8K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.2K- 75.98% |
$717K - $825K
|
4.5K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14.5K- 89.48% |
$730K - $840K
|
1.7K
$101K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.9K- 10.32% |
$751K - $864K
|
130K
$7.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-17.6K- 82.77% |
$885K - $1.02M
|
3.66K
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-19.3K- 49.87% |
$972K - $1.12M
|
19.4K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-20.3K- 53.85% |
$1.02M - $1.18M
|
17.4K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-20.6K- 9.48% |
$1.04M - $1.2M
|
197K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-21.7K- 12.02% |
$1.09M - $1.26M
|
159K
$9.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-25.4K- 72.92% |
$1.28M - $1.47M
|
9.42K
$557K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-26.3K- 35.4% |
$1.32M - $1.52M
|
48K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35.2K- 36.15% |
$1.78M - $2.04M
|
62.3K
$3.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-36.8K- 61.26% |
$1.85M - $2.13M
|
23.3K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42K- 7.61% |
$2.12M - $2.44M
|
510K
$30.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-53.9K- 43.11% |
$2.72M - $3.13M
|
71.2K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.9K- 60.28% |
$2.97M - $3.42M
|
38.8K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-59.3K- 37.46% |
$2.99M - $3.44M
|
99K
$5.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-64.1K- 2.2% |
$3.23M - $3.71M
|
2.85M
$169M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-67.5K- 11.66% |
$3.4M - $3.91M
|
511K
$30.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-113K- 92.8% |
$5.71M - $6.57M
|
8.79K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-150K- 34.9% |
$7.56M - $8.7M
|
280K
$16.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-182K- 57.52% |
$9.18M - $10.6M
|
135K
$7.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-459K- 81.61% |
$23.1M - $26.6M
|
104K
$6.12M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-459K- 81.61% |
$23.1M - $26.6M
|
104K
$6.12M
|