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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.9K- 14.6% |
$495K - $528K
|
52K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.31K- 26.67% |
$518K - $553K
|
25.6K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.82K- 4.5% |
$546K - $583K
|
209K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-10.3K- 12.7% |
$570K - $609K
|
70.5K
$4.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.6K- 13.38% |
$587K - $626K
|
68.3K
$3.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-12.3K- 86.67% |
$686K - $732K
|
1.9K
$110K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-12.8K- 78.7% |
$715K - $763K
|
3.48K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-15.4K- 62.84% |
$858K - $916K
|
9.12K
$527K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.5K- 7.91% |
$974K - $1.04M
|
204K
$11.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.7K- 3.86% |
$986K - $1.05M
|
442K
$25.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-17.8K- 36.19% |
$990K - $1.06M
|
31.4K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18.5K- 5.97% |
$1.03M - $1.1M
|
292K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-19.3K- 23.76% |
$1.08M - $1.15M
|
62K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19.8K- 12.77% |
$1.1M - $1.17M
|
135K
$7.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-19.8K- 45.95% |
$1.1M - $1.18M
|
23.3K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.1K- 74.6% |
$1.39M - $1.49M
|
8.54K
$494K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.6K- 5.37% |
$1.48M - $1.58M
|
469K
$27.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-27K- 5.83% |
$1.5M - $1.6M
|
435K
$25.2M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-32K- 20.19% |
$1.78M - $1.9M
|
127K
$7.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37.8K- 43.14% |
$2.1M - $2.25M
|
49.8K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.3K- 3.86% |
$2.3M - $2.45M
|
1.03M
$59.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-42.6K- 83.95% |
$2.37M - $2.53M
|
8.15K
$471K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-46.7K- 12.69% |
$2.6M - $2.77M
|
321K
$18.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-56.6K- 11.09% |
$3.15M - $3.36M
|
454K
$26.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-76.8K- 11.65% |
$4.27M - $4.56M
|
582K
$33.7M
|