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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 7.59% |
$66.4K - $78.4K
|
15.2K
$934K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.2K- 5.26% |
$63.5K - $75K
|
21.6K
$1.32M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.13K- 1.74% |
$59.8K - $70.6K
|
63.5K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.11K- 24.43% |
$58.7K - $69.3K
|
3.42K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 4.74% |
$58.3K - $68.8K
|
22.1K
$1.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.03K- 7.74% |
$54.9K - $64.8K
|
12.3K
$756K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-975- 22.72% |
$51.7K - $61.1K
|
3.32K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-974- 5.17% |
$51.7K - $61K
|
17.9K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-942- 19.27% |
$50K - $59K
|
3.95K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-825- 2.63% |
$43.8K - $51.7K
|
30.5K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-782- 4.8% |
$41.5K - $49K
|
15.5K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-742- 15.02% |
$39.4K - $46.5K
|
4.2K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-713- 1.2% |
$37.8K - $44.7K
|
58.5K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-680- 2.23% |
$36.1K - $42.6K
|
29.8K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-613- 2.25% |
$32.5K - $38.4K
|
26.6K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-599- 9.47% |
$31.8K - $37.5K
|
5.73K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-589- 0.61% |
$31.3K - $36.9K
|
96K
$5.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-575- 10.0% |
$30.5K - $36K
|
5.18K
$317K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-573- 1.16% |
$30.4K - $35.9K
|
48.8K
$2.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-531- 2.91% |
$28.2K - $33.3K
|
17.7K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-475- 37.73% |
$25.2K - $29.8K
|
784
$48.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-428- 1.05% |
$22.7K - $26.8K
|
40.2K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-428- 2.61% |
$22.7K - $26.8K
|
16K
$980K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-425- 25.93% |
$22.6K - $26.6K
|
1.21K
$74.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-420- 91.3% |
$22.3K - $26.3K
|
40
$2.45K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-407- 6.02% |
$21.6K - $25.5K
|
6.35K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-387- 0.6% |
$20.5K - $24.2K
|
63.7K
$3.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-379- 2.76% |
$20.1K - $23.7K
|
13.3K
$818K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-368- 1.54% |
$19.5K - $23.1K
|
23.6K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-366- 0.5% |
$19.4K - $22.9K
|
72.3K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-315- 12.06% |
$16.7K - $19.7K
|
2.3K
$141K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-302- 3.42% |
$16K - $18.9K
|
8.52K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-300- 0.74% |
$15.9K - $18.8K
|
40.5K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-278- 1.54% |
$14.8K - $17.4K
|
17.8K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-251- 0.88% |
$13.3K - $15.7K
|
28.3K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-249- 2.56% |
$13.2K - $15.6K
|
9.47K
$581K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-237- 4.93% |
$12.6K - $14.9K
|
4.57K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-236- 5.09% |
$12.5K - $14.8K
|
4.4K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-225- 2.1% |
$11.9K - $14.1K
|
10.5K
$645K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-220- 13.33% |
$11.7K - $13.8K
|
1.43K
$87.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-216- 1.42% |
$11.5K - $13.5K
|
15K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-213- 5.14% |
$11.3K - $13.3K
|
3.93K
$241K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-205- 1.09% |
$10.9K - $12.8K
|
18.6K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-194- 9.36% |
$10.3K - $12.2K
|
1.88K
$115K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-178- 0.16% |
$9.45K - $11.2K
|
113K
$6.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-169- 6.54% |
$8.97K - $10.6K
|
2.42K
$148K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-161- 98.77% |
$8.54K - $10.1K
|
2
$123
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-161- 1.33% |
$8.54K - $10.1K
|
11.9K
$731K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-160- 4.12% |
$8.49K - $10K
|
3.73K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-140- 2.09% |
$7.43K - $8.77K
|
6.55K
$402K
|