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
$2.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-138K- 30.65% |
$7.32M - $8.64M
|
312K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-129K- 75.34% |
$6.86M - $8.11M
|
42.3K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-120K- 7.0% |
$6.39M - $7.54M
|
1.6M
$98M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-91.3K- 49.55% |
$4.84M - $5.72M
|
93K
$5.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-75.3K- 16.16% |
$4M - $4.72M
|
391K
$24M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.5K- 5.31% |
$1.83M - $2.16M
|
616K
$37.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-33.6K- 76.48% |
$1.78M - $2.11M
|
10.3K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-32.2K- 84.45% |
$1.71M - $2.02M
|
5.93K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.5K- 13.37% |
$1.67M - $1.97M
|
204K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-30.7K- 8.15% |
$1.63M - $1.92M
|
346K
$21.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-27.8K- 13.43% |
$1.48M - $1.74M
|
179K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-21.7K- 26.25% |
$1.15M - $1.36M
|
60.8K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.1K- 84.59% |
$1.07M - $1.26M
|
3.66K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-15.6K- 4.42% |
$825K - $974K
|
336K
$20.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-15K- 9.84% |
$796K - $939K
|
137K
$8.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.9K- 2.83% |
$793K - $937K
|
513K
$31.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.1K- 64.59% |
$644K - $760K
|
6.65K
$408K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-10.9K- 3.4% |
$581K - $686K
|
311K
$19.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.31K- 10.92% |
$441K - $521K
|
67.8K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.82K- 5.16% |
$415K - $490K
|
144K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.5K- 2.53% |
$398K - $470K
|
290K
$17.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-7.15K- 9.99% |
$379K - $448K
|
64.4K
$3.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.67K- 2.97% |
$354K - $418K
|
218K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.65K- 13.65% |
$353K - $417K
|
42.1K
$2.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.57K- 1.69% |
$349K - $411K
|
382K
$23.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.51K- 7.9% |
$346K - $408K
|
75.9K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.11K- 33.55% |
$324K - $383K
|
12.1K
$742K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.06K- 5.16% |
$269K - $317K
|
93K
$5.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-4.56K- 18.62% |
$242K - $286K
|
19.9K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.52K- 5.31% |
$240K - $283K
|
80.7K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.87K- 3.43% |
$206K - $243K
|
109K
$6.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.61K- 15.17% |
$192K - $226K
|
20.2K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.38K- 0.59% |
$179K - $212K
|
566K
$34.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3K- 3.06% |
$159K - $188K
|
95.2K
$5.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.92K- 41.91% |
$155K - $183K
|
4.05K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 1.3% |
$141K - $167K
|
202K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.65K- 11.42% |
$140K - $166K
|
20.5K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.55K- 26.35% |
$135K - $160K
|
7.14K
$438K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.52K- 16.55% |
$134K - $158K
|
12.7K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.32K- 17.99% |
$123K - $146K
|
10.6K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.25K- 4.17% |
$120K - $141K
|
51.8K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.23K- 8.59% |
$119K - $140K
|
23.8K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.21K- 4.41% |
$117K - $139K
|
47.9K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.17K- 0.43% |
$115K - $136K
|
502K
$30.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.79K- 14.08% |
$95.2K - $112K
|
10.9K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.73K- 6.15% |
$91.9K - $109K
|
26.4K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.5K- 4.34% |
$79.8K - $94.2K
|
33.2K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-1.48K- 13.72% |
$78.3K - $92.4K
|
9.28K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.25K- 1.01% |
$66.4K - $78.5K
|
122K
$7.51M
|