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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-171K- 14.73% |
$9.45M - $10.3M
|
992K
$55.5M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-158K- 92.72% |
$8.73M - $9.55M
|
12.4K
$695K
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-102K- 95.05% |
$5.63M - $6.16M
|
5.32K
$297K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-82.1K- 86.07% |
$4.53M - $4.95M
|
13.3K
$743K
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-77.3K- 64.79% |
$4.26M - $4.66M
|
42K
$2.35M
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-36.4K- 11.67% |
$2.01M - $2.19M
|
275K
$15.4M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.4K- 19.84% |
$1.84M - $2.02M
|
135K
$7.56M
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-31K- 29.44% |
$1.71M - $1.87M
|
74.3K
$4.16M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.8K- 5.69% |
$1.64M - $1.8M
|
494K
$27.6M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-28.7K- 45.19% |
$1.58M - $1.73M
|
34.8K
$1.95M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.5K- 3.92% |
$1.24M - $1.36M
|
553K
$30.9M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 5.31% |
$1.23M - $1.34M
|
398K
$22.2M
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-21.2K- 81.72% |
$1.17M - $1.28M
|
4.74K
$265K
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-18.8K- 99.7% |
$1.04M - $1.13M
|
56
$3.13K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.2K- 5.17% |
$1M - $1.09M
|
333K
$18.6M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-16.4K- 54.23% |
$906K - $990K
|
13.9K
$775K
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-15.3K- 8.2% |
$842K - $921K
|
171K
$9.56M
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14K- 48.88% |
$772K - $844K
|
14.6K
$819K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 61.05% |
$580K - $635K
|
6.72K
$376K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 4.83% |
$577K - $630K
|
206K
$11.5M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.23K- 5.07% |
$509K - $557K
|
173K
$9.67M
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-8.78K- 6.62% |
$484K - $529K
|
124K
$6.92M
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.16K- 66.69% |
$395K - $432K
|
3.58K
$200K
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.98K- 7.91% |
$385K - $421K
|
81.3K
$4.55M
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-6.84K- 10.22% |
$377K - $412K
|
60.1K
$3.36M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.13K- 1.59% |
$283K - $309K
|
318K
$17.8M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.81K- 57.6% |
$265K - $290K
|
3.54K
$198K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.99K- 29.09% |
$220K - $241K
|
9.73K
$544K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.59K- 25.21% |
$143K - $156K
|
7.68K
$429K
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.43K- 2.04% |
$134K - $146K
|
117K
$6.53M
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.58K- 4.81% |
$87.3K - $95.4K
|
31.3K
$1.75M
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.39K- 3.05% |
$76.9K - $84K
|
44.3K
$2.48M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 24.04% |
$72.2K - $78.9K
|
4.14K
$231K
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-1.14K- 12.83% |
$62.6K - $68.5K
|
7.72K
$432K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 17.04% |
$59.8K - $65.4K
|
5.28K
$295K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-966- 9.38% |
$53.3K - $58.2K
|
9.33K
$522K
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-955- 16.68% |
$52.7K - $57.6K
|
4.77K
$267K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-941- 3.58% |
$51.9K - $56.7K
|
25.3K
$1.42M
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-732- 1.36% |
$40.4K - $44.1K
|
52.9K
$2.96M
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-724- 0.75% |
$39.9K - $43.6K
|
95.2K
$5.32M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-678- 3.65% |
$37.4K - $40.9K
|
17.9K
$1M
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-638- 6.02% |
$35.2K - $38.5K
|
9.96K
$557K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-531- 2.62% |
$29.3K - $32K
|
19.7K
$1.1M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-466- 7.0% |
$25.7K - $28.1K
|
6.19K
$346K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-466- 4.05% |
$25.7K - $28.1K
|
11.1K
$618K
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-356- 2.27% |
$19.6K - $21.5K
|
15.3K
$856K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-341- 2.98% |
$18.8K - $20.6K
|
11.1K
$621K
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-291- 3.18% |
$16K - $17.5K
|
8.86K
$496K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-236- 32.37% |
$13K - $14.2K
|
493
$27.6K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-147- 1.44% |
$8.11K - $8.86K
|
10K
$562K
|