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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.09K- 48.94% |
$229K - $257K
|
4.27K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.81K- 9.06% |
$213K - $239K
|
38.3K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 16.84% |
$168K - $189K
|
14.9K
$848K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.95K- 22.11% |
$165K - $185K
|
10.4K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.6K- 0.63% |
$145K - $163K
|
407K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.52K- 2.71% |
$141K - $158K
|
90.5K
$5.16M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.43K- 10.75% |
$136K - $152K
|
20.1K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.38K- 1.1% |
$133K - $149K
|
215K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.08K- 11.75% |
$117K - $131K
|
15.7K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2K- 28.1% |
$112K - $125K
|
5.11K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.93K- 22.98% |
$108K - $121K
|
6.46K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.88K- 12.05% |
$105K - $118K
|
13.7K
$783K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.8K- 4.44% |
$101K - $113K
|
38.7K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.61K- 4.49% |
$90.3K - $101K
|
34.4K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.5K- 9.79% |
$84.1K - $94.3K
|
13.8K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.44K- 97.17% |
$80.8K - $90.6K
|
42
$2.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.33K- 3.29% |
$74.2K - $83.1K
|
38.9K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.2K- 10.48% |
$67.3K - $75.4K
|
10.3K
$585K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.2K- 7.59% |
$67.2K - $75.3K
|
14.6K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.1K- 18.46% |
$61.3K - $68.7K
|
4.84K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.09K- 8.17% |
$61K - $68.4K
|
12.2K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.07K- 4.06% |
$60.1K - $67.3K
|
25.4K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-910- 9.49% |
$50.9K - $57.1K
|
8.68K
$495K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-890- 17.2% |
$49.8K - $55.8K
|
4.29K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-881- 10.34% |
$49.3K - $55.3K
|
7.64K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-873- 1.37% |
$48.9K - $54.8K
|
62.8K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-828- 1.42% |
$46.3K - $52K
|
57.7K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-789- 14.72% |
$44.2K - $49.5K
|
4.57K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-694- 2.61% |
$38.8K - $43.5K
|
25.9K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-669- 5.53% |
$37.4K - $42K
|
11.4K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-664- 0.19% |
$37.2K - $41.7K
|
357K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-633- 1.95% |
$35.4K - $39.7K
|
31.9K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-582- 2.79% |
$32.6K - $36.5K
|
20.3K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-535- 6.36% |
$29.9K - $33.6K
|
7.88K
$449K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-522- 6.67% |
$29.2K - $32.8K
|
7.3K
$416K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-470- 2.13% |
$26.3K - $29.5K
|
21.6K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-445- 1.87% |
$24.9K - $27.9K
|
23.3K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-441- 3.87% |
$24.7K - $27.7K
|
10.9K
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-420- 4.53% |
$23.5K - $26.4K
|
8.86K
$505K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-405- 38.61% |
$22.7K - $25.4K
|
644
$36.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-404- 3.14% |
$22.6K - $25.4K
|
12.4K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-391- 0.54% |
$21.9K - $24.5K
|
71.9K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-377- 23.07% |
$21.1K - $23.7K
|
1.26K
$71.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-349- 6.75% |
$19.5K - $21.9K
|
4.82K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-293- 23.27% |
$16.4K - $18.4K
|
966
$55.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-290- 4.78% |
$16.2K - $18.2K
|
5.78K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-280- 7.27% |
$15.7K - $17.6K
|
3.57K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-271- 2.59% |
$15.2K - $17K
|
10.2K
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-236- 0.71% |
$13.2K - $14.8K
|
32.9K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-204- 0.92% |
$11.4K - $12.8K
|
22.1K
$1.26M
|