Latest Institutional Sells of Ishares Core U.S. Reit ETF (USRT)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Reit ETF (USRT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-257K- 86.9% |
$13.6M - $16.1M
|
38.7K
$2.39M
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-91.3K- 49.55% |
$4.84M - $5.72M
|
93K
$5.75M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-75.3K- 16.16% |
$4M - $4.72M
|
391K
$24.2M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-33.6K- 76.48% |
$1.78M - $2.11M
|
10.3K
$639K
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-27.8K- 13.43% |
$1.48M - $1.74M
|
179K
$11.1M
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-15K- 9.84% |
$796K - $939K
|
137K
$8.49M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.06K- 5.16% |
$269K - $317K
|
93K
$5.75M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-4.56K- 18.62% |
$242K - $286K
|
19.9K
$1.23M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.52K- 16.55% |
$134K - $158K
|
12.7K
$786K
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.25K- 1.01% |
$66.4K - $78.5K
|
122K
$7.57M
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.13K- 1.74% |
$59.8K - $70.6K
|
63.5K
$3.93M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-942- 19.27% |
$50K - $59K
|
3.95K
$244K
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-573- 1.16% |
$30.4K - $35.9K
|
48.8K
$3.02M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-531- 2.91% |
$28.2K - $33.3K
|
17.7K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-425- 25.93% |
$22.6K - $26.6K
|
1.21K
$75.1K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-379- 2.76% |
$20.1K - $23.7K
|
13.3K
$825K
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-251- 0.88% |
$13.3K - $15.7K
|
28.3K
$1.75M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-205- 1.09% |
$10.9K - $12.8K
|
18.6K
$1.15M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-161- 98.77% |
$8.54K - $10.1K
|
2
$124
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-161- 1.33% |
$8.54K - $10.1K
|
11.9K
$736K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-140- 2.09% |
$7.43K - $8.77K
|
6.55K
$405K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-114- 22.4% |
$6.05K - $7.14K
|
395
$24.4K
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-99- 0.81% |
$5.25K - $6.2K
|
12.1K
$748K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-74- 1.41% |
$3.93K - $4.64K
|
5.17K
$320K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-64- 0.96% |
$3.4K - $4.01K
|
6.61K
$409K
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-47- 0.2% |
$2.49K - $2.95K
|
23.4K
$1.45M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-10- 0.19% |
$531 - $627
|
5.34K
$330K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 19.23% |
$265 - $313
|
21
$1.3K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-223K- 54.05% |
$11M - $12M
|
189K
$11.7M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-99.1K- 36.61% |
$4.89M - $5.32M
|
172K
$10.6M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-46K- 71.0% |
$2.27M - $2.47M
|
18.8K
$1.16M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.9K- 43.08% |
$1.58M - $1.72M
|
42.2K
$2.61M
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30K- 14.63% |
$1.48M - $1.61M
|
175K
$10.8M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26K- 9.13% |
$1.28M - $1.4M
|
259K
$16M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.6K- 29.5% |
$1.12M - $1.22M
|
54.1K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-20.9K- 38.92% |
$1.03M - $1.12M
|
32.8K
$2.03M
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-18.7K- 17.5% |
$924K - $1.01M
|
88.3K
$5.46M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-17.9K- 3.43% |
$883K - $961K
|
505K
$31.2M
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-15.4K- 58.87% |
$759K - $826K
|
10.8K
$665K
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-12.7K- 81.27% |
$627K - $682K
|
2.93K
$181K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.4K- 18.57% |
$564K - $614K
|
50.1K
$3.1M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.2K- 3.33% |
$504K - $549K
|
296K
$18.3M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.86K- 6.49% |
$388K - $422K
|
113K
$7M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.89K- 47.39% |
$291K - $316K
|
6.54K
$404K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.74K- 4.92% |
$283K - $308K
|
111K
$6.85M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.27K- 16.85% |
$260K - $283K
|
26K
$1.61M
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-5.23K- 6.81% |
$258K - $281K
|
71.6K
$4.43M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.22K- 36.23% |
$258K - $280K
|
9.19K
$568K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.02K- 5.74% |
$248K - $269K
|
82.4K
$5.1M
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.48K- 39.81% |
$221K - $241K
|
6.78K
$419K
|