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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-42- 0.44% |
$2.35K - $2.64K
|
9.61K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-40- 0.23% |
$2.24K - $2.51K
|
17.7K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-33- 0.72% |
$1.85K - $2.07K
|
4.54K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31- 0.42% |
$1.74K - $1.95K
|
7.41K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-25- 1.33% |
$1.4K - $1.57K
|
1.85K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-25- 0.56% |
$1.4K - $1.57K
|
4.45K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-24- 0.25% |
$1.34K - $1.51K
|
9.48K
$557K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-21- 46.67% |
$1.18K - $1.32K
|
24
$1.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 90.0% |
$1.01K - $1.13K
|
2
$117
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-11- 5.82% |
$616 - $690
|
178
$10.4K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.1K- 64.59% |
$644K - $760K
|
6.65K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.87K- 3.43% |
$206K - $243K
|
109K
$6.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.92K- 41.91% |
$155K - $183K
|
4.05K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.65K- 11.42% |
$140K - $166K
|
20.5K
$1.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.03K- 7.74% |
$54.9K - $64.8K
|
12.3K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-975- 22.72% |
$51.7K - $61.1K
|
3.32K
$195K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-825- 2.63% |
$43.8K - $51.7K
|
30.5K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-742- 15.02% |
$39.4K - $46.5K
|
4.2K
$246K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-599- 9.47% |
$31.8K - $37.5K
|
5.73K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-428- 2.61% |
$22.7K - $26.8K
|
16K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-425- 25.93% |
$22.6K - $26.6K
|
1.21K
$71.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-420- 91.3% |
$22.3K - $26.3K
|
40
$2.35K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-236- 5.09% |
$12.5K - $14.8K
|
4.4K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-80- 11.43% |
$4.25K - $5.01K
|
620
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-59- 0.55% |
$3.13K - $3.7K
|
10.6K
$622K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-48- 0.84% |
$2.55K - $3.01K
|
5.66K
$332K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 0.63% |
$1.22K - $1.44K
|
3.65K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-10- 0.19% |
$531 - $627
|
5.34K
$314K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 19.23% |
$265 - $313
|
21
$1.23K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.45% |
$106 - $125
|
444
$26.1K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30K- 14.63% |
$1.48M - $1.61M
|
175K
$10.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-18.7K- 17.5% |
$924K - $1.01M
|
88.3K
$5.18M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.42K- 28.78% |
$169K - $184K
|
8.47K
$497K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.93K- 11.5% |
$95.4K - $104K
|
14.9K
$873K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.12K- 55.27% |
$55.1K - $60K
|
904
$53.1K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-462- 7.6% |
$22.8K - $24.8K
|
5.61K
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-402- 3.75% |
$19.8K - $21.6K
|
10.3K
$606K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-321- 3.1% |
$15.8K - $17.2K
|
10K
$588K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-305- 8.44% |
$15.1K - $16.4K
|
3.31K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-78- 11.11% |
$3.85K - $4.19K
|
624
$36.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-25- 0.21% |
$1.23K - $1.34K
|
11.7K
$686K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-117K- 87.62% |
$6.01M - $6.41M
|
16.5K
$970K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-91.1K- 3.39% |
$4.68M - $4.99M
|
2.6M
$152M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-881- 99.89% |
$45.2K - $48.3K
|
1
$58.7
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-636- 5.13% |
$32.6K - $34.9K
|
11.8K
$691K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-600- 40.0% |
$30.8K - $32.9K
|
900
$52.8K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-292- 15.05% |
$15K - $16K
|
1.65K
$96.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-214- 4.02% |
$11K - $11.7K
|
5.11K
$300K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-140- 3.52% |
$7.19K - $7.67K
|
3.84K
$225K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 1.76% |
$4.52K - $4.82K
|
4.92K
$289K
|
|