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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.44K+ 12.3% |
$80.2K - $85.6K
|
13.2K
$761K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 9.72% |
$78.7K - $83.9K
|
16K
$923K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39K+ 3.66% |
$77.6K - $82.8K
|
39.5K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.3K+ 4.25% |
$72.1K - $76.9K
|
31.8K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.22K+ 12.9% |
$67.6K - $72.1K
|
10.6K
$615K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.18K+ 5.06% |
$65.6K - $70K
|
24.5K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.09K+ 2.97% |
$60.8K - $64.9K
|
37.9K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 12.23% |
$58.4K - $62.3K
|
9.63K
$557K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
997+ 2.83% |
$55.5K - $59.2K
|
36.3K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
982+ 2.6% |
$54.6K - $58.3K
|
38.7K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
954+ 1.75% |
$53.1K - $56.6K
|
55.6K
$3.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
946+ 15.3% |
$52.6K - $56.2K
|
7.13K
$412K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
926+ 9.74% |
$51.5K - $55K
|
10.4K
$604K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
912+ 23.6% |
$50.7K - $54.1K
|
4.78K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
881+ 7.47% |
$49K - $52.3K
|
12.7K
$733K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
803New |
$44.7K - $47.7K
|
803
$46.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
728+ 13.09% |
$40.5K - $43.2K
|
6.29K
$364K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
692+ 3.61% |
$38.5K - $41.1K
|
19.9K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600New |
$33.4K - $35.6K
|
600
$34.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
576+ 4.42% |
$32K - $34.2K
|
13.6K
$788K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
516+ 11.22% |
$28.7K - $30.6K
|
5.12K
$296K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
509+ 9.31% |
$28.3K - $30.2K
|
5.97K
$345K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
504+ 2.04% |
$28K - $29.9K
|
25.2K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
491New |
$27.3K - $29.2K
|
491
$28.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
366+ 21.49% |
$20.4K - $21.7K
|
2.07K
$120K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
350+ 5.46% |
$19.5K - $20.8K
|
6.77K
$391K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
329+ 8.03% |
$18.3K - $19.5K
|
4.42K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
305New |
$17K - $18.1K
|
305
$17.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
272+ 80.95% |
$15.1K - $16.1K
|
608
$35.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
268+ 2.99% |
$14.9K - $15.9K
|
9.24K
$535K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
256+ 1.71% |
$14.2K - $15.2K
|
15.2K
$880K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
252+ 1.42% |
$14K - $15K
|
18K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
251+ 0.62% |
$14K - $14.9K
|
40.9K
$2.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
247+ 3.65% |
$13.7K - $14.7K
|
7.02K
$406K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
245+ 1.26% |
$13.6K - $14.5K
|
19.6K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
201+ 0.91% |
$11.2K - $11.9K
|
22.3K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
185+ 33.33% |
$10.3K - $11K
|
740
$42.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
182+ 0.08% |
$10.1K - $10.8K
|
236K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
172+ 1.14% |
$9.57K - $10.2K
|
15.2K
$880K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
119+ 67.61% |
$6.62K - $7.07K
|
295
$17.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
95+ 4.59% |
$5.29K - $5.64K
|
2.17K
$125K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
93+ 0.87% |
$5.17K - $5.52K
|
10.8K
$625K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
85+ 1.91% |
$4.73K - $5.05K
|
4.54K
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
75New |
$4.17K - $4.45K
|
75
$4.34K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
55New |
$3.06K - $3.27K
|
55
$3.18K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47New |
$2.62K - $2.79K
|
47
$2.72K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
43+ 0.17% |
$2.39K - $2.55K
|
25.7K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
31New |
$1.72K - $1.84K
|
31
$1.79K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
29+ 1.06% |
$1.61K - $1.72K
|
2.76K
$159K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 0.26% |
$1.61K - $1.72K
|
11K
$639K
|