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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.22K- 32.64% |
$208K - $227K
|
8.72K
$539K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.1K- 6.01% |
$202K - $220K
|
64.1K
$3.96M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.75K- 1.89% |
$185K - $201K
|
194K
$12M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.56K- 6.81% |
$176K - $191K
|
48.7K
$3.01M
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.51K- 13.38% |
$173K - $189K
|
22.8K
$1.41M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.42K- 28.78% |
$169K - $184K
|
8.47K
$524K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.38K- 42.76% |
$167K - $182K
|
4.53K
$280K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.38K- 20.48% |
$167K - $181K
|
13.1K
$810K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.33K- 95.36% |
$164K - $179K
|
162
$10K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.3K- 21.45% |
$113K - $123K
|
8.41K
$520K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.93K- 11.5% |
$95.4K - $104K
|
14.9K
$920K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.9K- 18.14% |
$93.6K - $102K
|
8.56K
$529K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 9.03% |
$92.3K - $100K
|
18.9K
$1.17M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.74K- 1.74% |
$86K - $93.6K
|
98.2K
$6.07M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-1.7K- 53.13% |
$83.9K - $91.3K
|
1.5K
$92.7K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 4.72% |
$74.5K - $81K
|
30.5K
$1.88M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 3.23% |
$72.9K - $79.3K
|
44.3K
$2.74M
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 8.04% |
$71.1K - $77.4K
|
16.5K
$1.02M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.22K- 3.09% |
$60.1K - $65.4K
|
38.2K
$2.36M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.12K- 55.27% |
$55.1K - $60K
|
904
$55.9K
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-925- 13.22% |
$45.6K - $49.7K
|
6.07K
$375K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-822- 0.28% |
$40.6K - $44.1K
|
288K
$17.8M
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-801- 5.07% |
$39.5K - $43K
|
15K
$928K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-751- 42.99% |
$37.1K - $40.3K
|
996
$61.6K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-743- 33.02% |
$36.7K - $39.9K
|
1.51K
$93.2K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-713- 16.27% |
$35.2K - $38.3K
|
3.67K
$227K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-700- 14.02% |
$34.5K - $37.6K
|
4.29K
$265K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-698- 4.38% |
$34.4K - $37.5K
|
15.2K
$943K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-640- 1.81% |
$31.6K - $34.4K
|
34.7K
$2.14M
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-579- 2.73% |
$28.6K - $31.1K
|
20.7K
$1.28M
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-535- 4.5% |
$26.4K - $28.7K
|
11.4K
$702K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-532- 35.7% |
$26.3K - $28.6K
|
958
$59.2K
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-462- 7.6% |
$22.8K - $24.8K
|
5.61K
$347K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-436- 4.01% |
$21.5K - $23.4K
|
10.4K
$646K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-423- 24.47% |
$20.9K - $22.7K
|
1.31K
$80.7K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-402- 3.75% |
$19.8K - $21.6K
|
10.3K
$638K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-393- 2.99% |
$19.4K - $21.1K
|
12.7K
$788K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-383- 8.47% |
$18.9K - $20.6K
|
4.14K
$256K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-373- 41.68% |
$18.4K - $20K
|
522
$32.3K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-373- 6.48% |
$18.4K - $20K
|
5.39K
$333K
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-347- 1.34% |
$17.1K - $18.6K
|
25.5K
$1.57M
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-347- 5.69% |
$17.1K - $18.6K
|
5.75K
$356K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-337- 16.96% |
$16.6K - $18.1K
|
1.65K
$102K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-321- 3.1% |
$15.8K - $17.2K
|
10K
$620K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-310- 4.18% |
$15.3K - $16.6K
|
7.1K
$439K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-305- 8.44% |
$15.1K - $16.4K
|
3.31K
$205K
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-174- 1.93% |
$8.59K - $9.34K
|
8.82K
$546K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-146- 0.19% |
$7.21K - $7.84K
|
76.1K
$4.71M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-78- 11.11% |
$3.85K - $4.19K
|
624
$38.6K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-72- 0.22% |
$3.55K - $3.87K
|
32K
$1.98M
|