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 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.09K- 28.63% |
$226K - $247K
|
10.2K
$579K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.99K- 29.09% |
$220K - $241K
|
9.73K
$552K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.95KClosed |
$163K - $178K
|
0
$0
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.59K- 25.21% |
$143K - $156K
|
7.68K
$436K
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.43K- 2.04% |
$134K - $146K
|
117K
$6.62M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.31K- 29.22% |
$128K - $139K
|
5.6K
$318K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.24K- 6.35% |
$124K - $135K
|
33.1K
$1.88M
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.07K- 5.33% |
$114K - $125K
|
36.8K
$2.09M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.88K- 2.99% |
$104K - $113K
|
61K
$3.46M
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.66K- 25.35% |
$91.7K - $100K
|
4.9K
$278K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.58K- 4.81% |
$87.3K - $95.4K
|
31.3K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.41K- 21.86% |
$77.9K - $85.1K
|
5.05K
$287K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.41K- 1.81% |
$77.7K - $84.9K
|
76.4K
$4.33M
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.39K- 3.05% |
$76.9K - $84K
|
44.3K
$2.51M
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.35K- 3.94% |
$74.6K - $81.6K
|
33K
$1.87M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.34K- 8.6% |
$73.8K - $80.7K
|
14.2K
$807K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 24.04% |
$72.2K - $78.9K
|
4.14K
$235K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.3K- 3.38% |
$71.4K - $78.1K
|
37K
$2.1M
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-1.14K- 12.83% |
$62.6K - $68.5K
|
7.72K
$438K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 17.04% |
$59.8K - $65.4K
|
5.28K
$300K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.03K- 3.64% |
$56.7K - $62K
|
27.2K
$1.55M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-966- 9.38% |
$53.3K - $58.2K
|
9.33K
$530K
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-955- 16.68% |
$52.7K - $57.6K
|
4.77K
$271K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-941- 3.58% |
$51.9K - $56.7K
|
25.3K
$1.44M
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-902- 13.92% |
$49.7K - $54.4K
|
5.58K
$317K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-793- 5.73% |
$43.7K - $47.8K
|
13K
$740K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-789- 82.88% |
$43.5K - $47.6K
|
163
$9.25K
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-745- 6.81% |
$41.1K - $44.9K
|
10.2K
$579K
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-732- 1.36% |
$40.4K - $44.1K
|
52.9K
$3M
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-724- 0.75% |
$39.9K - $43.6K
|
95.2K
$5.4M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-678- 3.65% |
$37.4K - $40.9K
|
17.9K
$1.01M
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-638- 6.02% |
$35.2K - $38.5K
|
9.96K
$565K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-531- 2.62% |
$29.3K - $32K
|
19.7K
$1.12M
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-500- 9.8% |
$27.6K - $30.1K
|
4.6K
$261K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-466- 7.0% |
$25.7K - $28.1K
|
6.19K
$352K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-466- 4.05% |
$25.7K - $28.1K
|
11.1K
$627K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-421- 1.74% |
$23.2K - $25.4K
|
23.7K
$1.35M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-412- 3.96% |
$22.7K - $24.8K
|
9.99K
$567K
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-403- 1.26% |
$22.2K - $24.3K
|
31.5K
$1.79M
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-356- 2.27% |
$19.6K - $21.5K
|
15.3K
$868K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-351- 27.92% |
$19.4K - $21.2K
|
906
$51.4K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-351- 1.24% |
$19.4K - $21.2K
|
27.9K
$1.59M
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-341- 2.98% |
$18.8K - $20.6K
|
11.1K
$630K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-321- 24.01% |
$17.7K - $19.4K
|
1.02K
$57.7K
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-291- 3.18% |
$16K - $17.5K
|
8.86K
$503K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-236- 32.37% |
$13K - $14.2K
|
493
$28K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-147- 1.44% |
$8.11K - $8.86K
|
10K
$570K
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-141- 0.65% |
$7.77K - $8.5K
|
21.5K
$1.22M
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-122- 2.39% |
$6.73K - $7.36K
|
4.99K
$283K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-117- 0.18% |
$6.45K - $7.05K
|
66.4K
$3.77M
|