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
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-215- 1.41% |
$12K - $12.8K
|
15K
$870K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-219- 2.97% |
$12.2K - $13K
|
7.16K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-232- 5.15% |
$12.9K - $13.8K
|
4.27K
$247K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-233- 2.42% |
$13K - $13.8K
|
9.4K
$544K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-257- 0.49% |
$14.3K - $15.3K
|
52.4K
$3.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-261- 1.49% |
$14.5K - $15.5K
|
17.3K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-273- 3.86% |
$15.2K - $16.2K
|
6.79K
$393K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-294- 15.34% |
$16.4K - $17.5K
|
1.62K
$93.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-299- 1.0% |
$16.6K - $17.8K
|
29.5K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-320- 4.73% |
$17.8K - $19K
|
6.45K
$373K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-377- 1.6% |
$21K - $22.4K
|
23.2K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-418- 5.29% |
$23.3K - $24.8K
|
7.48K
$433K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-439- 4.39% |
$24.4K - $26.1K
|
9.56K
$553K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-461- 2.25% |
$25.7K - $27.4K
|
20.1K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-467- 0.45% |
$26K - $27.7K
|
104K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 55.31% |
$27.8K - $29.7K
|
404
$23.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-502- 42.69% |
$27.9K - $29.8K
|
674
$39K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-528- 3.6% |
$29.4K - $31.3K
|
14.2K
$818K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-531- 6.3% |
$29.5K - $31.5K
|
7.9K
$457K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-577- 3.89% |
$32.1K - $34.3K
|
14.3K
$824K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-666- 8.33% |
$37.1K - $39.5K
|
7.33K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-706- 0.94% |
$39.3K - $41.9K
|
74.2K
$4.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-737- 0.41% |
$41K - $43.8K
|
181K
$10.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-746- 3.06% |
$41.5K - $44.3K
|
23.7K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-765- 12.66% |
$42.6K - $45.4K
|
5.28K
$305K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-895- 4.89% |
$49.8K - $53.1K
|
17.4K
$1.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-970- 12.66% |
$54K - $57.6K
|
6.69K
$387K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.14K- 9.26% |
$63.3K - $67.6K
|
11.1K
$645K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-1.16K- 6.1% |
$64.4K - $68.8K
|
17.8K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.17K- 18.94% |
$65K - $69.4K
|
5K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.33K- 4.2% |
$73.8K - $78.8K
|
30.3K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.47K- 13.95% |
$81.8K - $87.3K
|
9.07K
$524K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.5K- 0.35% |
$83.3K - $88.9K
|
425K
$24.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.8K- 0.06% |
$100K - $107K
|
2.85M
$165M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.13K- 2.01% |
$118K - $126K
|
104K
$6.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.27K- 21.61% |
$126K - $135K
|
8.24K
$476K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.42K- 10.12% |
$135K - $144K
|
21.5K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.58K- 37.66% |
$144K - $153K
|
4.27K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.22K- 34.15% |
$179K - $191K
|
6.2K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.5K- 10.22% |
$195K - $208K
|
30.7K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.72K- 10.27% |
$207K - $221K
|
32.5K
$1.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.85K- 2.28% |
$214K - $229K
|
165K
$9.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.86K- 25.1% |
$271K - $289K
|
14.5K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.38K- 4.16% |
$300K - $320K
|
124K
$7.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.83K- 26.88% |
$324K - $346K
|
15.9K
$917K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.02K- 1.49% |
$335K - $357K
|
398K
$23M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.15K- 31.14% |
$342K - $365K
|
13.6K
$787K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-6.64K- 21.27% |
$369K - $394K
|
24.6K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-7.24K- 41.28% |
$403K - $430K
|
10.3K
$596K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.7K- 63.51% |
$484K - $516K
|
5K
$289K
|