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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-63- 0.66% |
$3.11K - $3.38K
|
9.48K
$586K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-54- 2.54% |
$2.66K - $2.9K
|
2.07K
$128K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-51- 0.09% |
$2.52K - $2.74K
|
57.1K
$3.53M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-25- 0.21% |
$1.23K - $1.34K
|
11.7K
$723K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-21- 0.42% |
$1.04K - $1.13K
|
4.94K
$306K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14- 0.29% |
$691 - $752
|
4.74K
$293K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8- 0.18% |
$395 - $430
|
4.47K
$276K
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6- 0.12% |
$296 - $322
|
4.86K
$301K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-117K- 87.62% |
$6.01M - $6.41M
|
16.5K
$1.02M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-91.1K- 3.39% |
$4.68M - $4.99M
|
2.6M
$161M
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2.5K- 14.62% |
$128K - $137K
|
14.6K
$903K
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.07K- 30.86% |
$106K - $113K
|
4.63K
$286K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.03K- 92.94% |
$52.7K - $56.3K
|
78
$4.82K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-881- 99.89% |
$45.2K - $48.3K
|
1
$61.8
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-735Closed |
$37.7K - $40.3K
|
0
$0
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-676- 12.52% |
$34.7K - $37.1K
|
4.72K
$292K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-636- 5.13% |
$32.6K - $34.9K
|
11.8K
$728K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-600- 40.0% |
$30.8K - $32.9K
|
900
$55.6K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-464- 36.85% |
$23.8K - $25.4K
|
795
$49.2K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-292- 15.05% |
$15K - $16K
|
1.65K
$102K
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-214- 4.02% |
$11K - $11.7K
|
5.11K
$316K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-140- 3.52% |
$7.19K - $7.67K
|
3.84K
$237K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-110- 91.67% |
$5.65K - $6.03K
|
10
$618
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 1.76% |
$4.52K - $4.82K
|
4.92K
$304K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-56- 0.82% |
$2.87K - $3.07K
|
6.82K
$421K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-11- 5.5% |
$565 - $603
|
189
$11.7K
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2- 0.04% |
$103 - $110
|
4.47K
$277K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$51.3 - $54.8
|
1
$61.8
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1Closed |
$51.3 - $54.8
|
0
$0
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$51.3 - $54.8
|
6.97K
$431K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$51.3 - $54.8
|
0
$0
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-35K- 50.0% |
$1.54M - $1.93M
|
35K
$2.16M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.4K- 76.92% |
$680K - $851K
|
4.63K
$286K
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.4K- 50.75% |
$460K - $575K
|
10.1K
$626K
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.89K- 60.95% |
$260K - $325K
|
3.78K
$233K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.7K- 5.0% |
$163K - $204K
|
70.4K
$4.35M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.96K- 42.27% |
$131K - $163K
|
4.04K
$250K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.67K- 8.07% |
$118K - $147K
|
30.4K
$1.88M
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.3K- 81.46% |
$57.1K - $71.5K
|
295
$18.2K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.03K- 19.64% |
$45.5K - $57K
|
4.22K
$261K
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-735- 16.57% |
$32.4K - $40.6K
|
3.7K
$229K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-598- 64.72% |
$26.4K - $33K
|
326
$20.2K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-328- 40.75% |
$14.5K - $18.1K
|
477
$29.5K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-300- 3.04% |
$13.2K - $16.6K
|
9.58K
$592K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-269- 6.57% |
$11.9K - $14.8K
|
3.83K
$236K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-143- 99.31% |
$6.3K - $7.89K
|
1
$61.8
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45- 76.27% |
$1.98K - $2.48K
|
14
$866
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 4.47% |
$882 - $1.1K
|
427
$26.4K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10- 11.76% |
$441 - $552
|
75
$4.64K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 1.17% |
$176 - $221
|
338
$20.9K
|