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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-555K- 56.35% |
$30.6M - $33.4M
|
430K
$24.4M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-360K- 95.47% |
$19.8M - $21.7M
|
17.1K
$968K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-236K- 30.17% |
$13M - $14.2M
|
546K
$31M
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-171K- 14.73% |
$9.45M - $10.3M
|
992K
$56.3M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-158K- 92.72% |
$8.73M - $9.55M
|
12.4K
$705K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-105K- 60.94% |
$5.81M - $6.35M
|
67.5K
$3.83M
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-102K- 95.05% |
$5.63M - $6.16M
|
5.32K
$302K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-91K- 29.13% |
$5.02M - $5.49M
|
221K
$12.6M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-82.1K- 86.07% |
$4.53M - $4.95M
|
13.3K
$754K
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-77.3K- 64.79% |
$4.26M - $4.66M
|
42K
$2.38M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53.4K- 8.67% |
$2.95M - $3.22M
|
563K
$31.9M
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-36.5K- 4.77% |
$2.01M - $2.2M
|
728K
$41.3M
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-36.4K- 11.67% |
$2.01M - $2.19M
|
275K
$15.6M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-33.5K- 21.52% |
$1.85M - $2.02M
|
122K
$6.93M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.4K- 19.84% |
$1.84M - $2.02M
|
135K
$7.67M
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-31K- 29.44% |
$1.71M - $1.87M
|
74.3K
$4.22M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.8K- 5.69% |
$1.64M - $1.8M
|
494K
$28M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-28.7K- 45.19% |
$1.58M - $1.73M
|
34.8K
$1.97M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.5K- 3.92% |
$1.24M - $1.36M
|
553K
$31.4M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 5.31% |
$1.23M - $1.34M
|
398K
$22.6M
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-21.2K- 81.72% |
$1.17M - $1.28M
|
4.74K
$269K
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-20.7K- 48.2% |
$1.14M - $1.25M
|
22.3K
$1.26M
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-18.8K- 99.7% |
$1.04M - $1.13M
|
56
$3.18K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.2K- 5.17% |
$1M - $1.09M
|
333K
$18.9M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-16.4K- 54.23% |
$906K - $990K
|
13.9K
$787K
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-15.3K- 8.2% |
$842K - $921K
|
171K
$9.7M
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14K- 48.88% |
$772K - $844K
|
14.6K
$831K
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-11.8K- 58.72% |
$652K - $713K
|
8.32K
$472K
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-11.8K- 3.67% |
$648K - $709K
|
308K
$17.5M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 61.05% |
$580K - $635K
|
6.72K
$381K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 4.83% |
$577K - $630K
|
206K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.1K- 0.64% |
$556K - $607K
|
1.57M
$89.3M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.23K- 5.07% |
$509K - $557K
|
173K
$9.81M
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8.9K- 60.96% |
$491K - $537K
|
5.7K
$324K
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-8.78K- 6.62% |
$484K - $529K
|
124K
$7.02M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.66K- 45.61% |
$478K - $522K
|
10.3K
$586K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.54K- 21.84% |
$471K - $515K
|
30.6K
$1.74M
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.16K- 66.69% |
$395K - $432K
|
3.58K
$203K
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.98K- 7.91% |
$385K - $421K
|
81.3K
$4.62M
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-6.84K- 10.22% |
$377K - $412K
|
60.1K
$3.41M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.1K- 12.18% |
$336K - $368K
|
44K
$2.5M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.2K- 29.8% |
$287K - $314K
|
12.3K
$696K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.13K- 1.59% |
$283K - $309K
|
318K
$18.1M
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.08K- 14.48% |
$280K - $306K
|
30K
$1.7M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.81K- 57.6% |
$265K - $290K
|
3.54K
$201K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.71K- 22.52% |
$259K - $284K
|
16.2K
$919K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.58K- 19.65% |
$253K - $276K
|
18.7K
$1.06M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.43K- 17.47% |
$244K - $267K
|
20.9K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 28.59% |
$241K - $263K
|
10.9K
$619K
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.2K- 10.02% |
$232K - $253K
|
37.7K
$2.14M
|