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 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
28New |
$1.56K - $1.66K
|
28
$1.62K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
26+ 0.7% |
$1.45K - $1.54K
|
3.73K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
23+ 1.24% |
$1.28K - $1.37K
|
1.88K
$109K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22+ 3.87% |
$1.22K - $1.31K
|
591
$34.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
19+ 95.0% |
$1.06K - $1.13K
|
39
$2.26K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
17+ 0.25% |
$946 - $1.01K
|
6.87K
$397K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
16+ 0.12% |
$890 - $950
|
13.7K
$793K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11+ 0.27% |
$612 - $653
|
4.02K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Epiq Partners, LLC
|
BUY
|
- |
9+ 0.22% |
$501 - $534
|
4.01K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
8+ 1.45% |
$445 - $475
|
559
$32.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.13% |
$278 - $297
|
4K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.78% |
$223 - $237
|
519
$30K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.04% |
$111 - $119
|
5.52K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2+ 0.02% |
$111 - $119
|
11.5K
$666K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.05% |
$55.6 - $59.4
|
96
$5.55K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.39% |
$55.6 - $59.4
|
260
$15K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.3% |
$55.6 - $59.4
|
331
$19.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.08% |
$55.6 - $59.4
|
1.3K
$74.9K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.47% |
$55.6 - $59.4
|
213
$12.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.38% |
$55.6 - $59.4
|
263
$15.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4- 0.02% |
$223 - $237
|
17.7K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7- 0.15% |
$389 - $416
|
4.78K
$276K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.09% |
$556 - $594
|
10.7K
$617K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11- 0.03% |
$612 - $653
|
33.2K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-17- 0.36% |
$946 - $1.01K
|
4.73K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-19- 0.12% |
$1.06K - $1.13K
|
16K
$925K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-21- 3.42% |
$1.17K - $1.25K
|
593
$34.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-42- 0.42% |
$2.34K - $2.49K
|
10.1K
$582K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-43- 0.39% |
$2.39K - $2.55K
|
11.1K
$639K
|
|
|
Nov 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-44- 0.51% |
$2.45K - $2.61K
|
8.64K
$500K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-45- 1.26% |
$2.5K - $2.67K
|
3.53K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-48- 1.23% |
$2.67K - $2.85K
|
3.86K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-55- 1.81% |
$3.06K - $3.27K
|
2.99K
$173K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 26.17% |
$3.12K - $3.32K
|
158
$9.14K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-65- 57.02% |
$3.62K - $3.86K
|
49
$2.83K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-72- 0.52% |
$4.01K - $4.27K
|
13.8K
$799K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-74- 1.75% |
$4.12K - $4.39K
|
4.16K
$240K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-77- 0.59% |
$4.28K - $4.57K
|
13.1K
$756K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-89- 57.42% |
$4.95K - $5.28K
|
66
$3.82K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-93- 67.39% |
$5.17K - $5.52K
|
45
$2.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-106- 2.55% |
$5.9K - $6.29K
|
4.05K
$234K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-116- 70.73% |
$6.45K - $6.89K
|
48
$2.78K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-124- 1.3% |
$6.9K - $7.36K
|
9.41K
$544K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-124- 1.24% |
$6.9K - $7.36K
|
9.91K
$573K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-127- 3.47% |
$7.07K - $7.54K
|
3.53K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-138- 0.48% |
$7.68K - $8.19K
|
28.6K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-188- 1.04% |
$10.5K - $11.2K
|
17.8K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-191- 3.67% |
$10.6K - $11.3K
|
5.01K
$290K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-199- 8.84% |
$11.1K - $11.8K
|
2.05K
$119K
|