Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.7K+ 5.1% |
$429K - $457K
|
159K
$9.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.13K+ 4.9% |
$397K - $423K
|
153K
$8.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.61K+ 2.07% |
$368K - $392K
|
325K
$18.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6.32K+ 2.63% |
$351K - $375K
|
247K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.25K+ 52.21% |
$348K - $371K
|
18.2K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
5.79KNew |
$322K - $344K
|
5.79K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.6K+ 96.34% |
$312K - $333K
|
11.4K
$660K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.58K+ 6.7% |
$311K - $332K
|
88.9K
$5.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.37K+ 44.43% |
$299K - $319K
|
17.5K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.24K+ 8.42% |
$292K - $311K
|
67.5K
$3.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.12KNew |
$285K - $304K
|
5.12K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.9K+ 30.29% |
$272K - $291K
|
21.1K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$265K - $283K
|
4.76K
$275K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.71K+ 6.39% |
$262K - $280K
|
78.4K
$4.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.62K+ 1955.51% |
$257K - $274K
|
4.85K
$281K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.42K+ 7.32% |
$246K - $262K
|
64.8K
$3.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.26KNew |
$237K - $253K
|
4.26K
$246K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.2K+ 26.63% |
$234K - $249K
|
20K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.07KNew |
$226K - $241K
|
4.07K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.04KNew |
$225K - $240K
|
4.04K
$234K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.94KNew |
$219K - $234K
|
3.94K
$228K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.92KNew |
$218K - $233K
|
3.92K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.85K+ 40.81% |
$214K - $229K
|
13.3K
$769K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.85KNew |
$214K - $229K
|
3.85K
$223K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.83KNew |
$213K - $227K
|
3.83K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.73KNew |
$208K - $222K
|
3.73K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.65K+ 8.24% |
$203K - $216K
|
47.9K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.63KNew |
$202K - $215K
|
3.63K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.46KNew |
$193K - $206K
|
3.46K
$200K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.37K+ 34.86% |
$187K - $200K
|
13K
$754K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 5.5% |
$181K - $193K
|
62.3K
$3.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.93K+ 6.31% |
$163K - $174K
|
49.3K
$2.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.9K+ 4.29% |
$161K - $172K
|
70.4K
$4.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.89K+ 4.05% |
$161K - $171K
|
74.2K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 2.76% |
$153K - $163K
|
103K
$5.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.64K+ 31.27% |
$147K - $157K
|
11.1K
$640K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.48K+ 5.59% |
$138K - $147K
|
46.9K
$2.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.32K+ 2.45% |
$129K - $138K
|
97K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3K+ 6.1% |
$128K - $137K
|
40.1K
$2.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.27K+ 84.22% |
$127K - $135K
|
4.97K
$288K
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.19K+ 32.71% |
$122K - $130K
|
8.87K
$513K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.99K+ 1.01% |
$111K - $118K
|
199K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.98K+ 15.76% |
$110K - $117K
|
14.5K
$841K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.87K+ 24.3% |
$104K - $111K
|
9.58K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.8K+ 31.58% |
$100K - $107K
|
7.5K
$434K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.77K+ 4.3% |
$98.3K - $105K
|
42.8K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.7K+ 0.61% |
$94.8K - $101K
|
281K
$16.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.65KNew |
$91.8K - $97.9K
|
1.65K
$95.4K
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.54K+ 20.71% |
$85.6K - $91.3K
|
8.96K
$518K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.48K+ 31.21% |
$82.1K - $87.6K
|
6.21K
$359K
|