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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-143- 99.31% |
$6.3K - $7.89K
|
1
$59.2
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45- 76.27% |
$1.98K - $2.48K
|
14
$828
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 4.47% |
$882 - $1.1K
|
427
$25.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10- 11.76% |
$441 - $552
|
75
$4.44K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-117K- 94.79% |
$5.47M - $6.33M
|
6.45K
$381K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.66K- 37.24% |
$124K - $143K
|
4.48K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.32K- 34.56% |
$108K - $125K
|
4.39K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.63KClosed |
$75.9K - $87.9K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.26K- 72.76% |
$58.6K - $67.9K
|
471
$27.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-935- 17.47% |
$43.6K - $50.4K
|
4.42K
$261K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-374- 4.07% |
$17.4K - $20.2K
|
8.82K
$522K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-280- 50.09% |
$13K - $15.1K
|
279
$16.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 20.04% |
$9.32K - $10.8K
|
798
$47.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-194- 2.55% |
$9.04K - $10.5K
|
7.43K
$439K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-150- 49.83% |
$6.99K - $8.09K
|
151
$8.93K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-44- 40.37% |
$2.05K - $2.37K
|
65
$3.85K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.15% |
$46.6 - $53.9
|
86
$5.09K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-71K- 46.01% |
$3.41M - $3.65M
|
83.4K
$4.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48.4K- 90.17% |
$2.32M - $2.49M
|
5.27K
$312K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-20.1K- 73.61% |
$964K - $1.03M
|
7.19K
$426K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4KClosed |
$192K - $206K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 26.2% |
$73.1K - $78.2K
|
4.29K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-888- 13.87% |
$42.7K - $45.7K
|
5.51K
$326K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-418- 0.95% |
$20.1K - $21.5K
|
43.8K
$2.59M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-290- 3.72% |
$13.9K - $14.9K
|
7.51K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-254- 95.85% |
$12.2K - $13.1K
|
11
$651
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-146- 3.58% |
$7.01K - $7.51K
|
3.93K
$232K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-140- 2.95% |
$6.72K - $7.2K
|
4.6K
$272K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-38- 10.7% |
$1.83K - $1.95K
|
317
$18.8K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-84.8K- 24.21% |
$3.94M - $4.78M
|
266K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-76.2K- 43.99% |
$3.54M - $4.29M
|
97.1K
$5.74M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-22.5K- 15.68% |
$1.05M - $1.27M
|
121K
$7.16M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.82K- 13.67% |
$456K - $552K
|
62K
$3.67M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.9K- 36.85% |
$135K - $163K
|
4.97K
$294K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-445- 9.01% |
$20.7K - $25K
|
4.5K
$266K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-200- 1.0% |
$9.29K - $11.3K
|
19.9K
$1.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 44.64% |
$1.16K - $1.41K
|
31
$1.83K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-23- 0.24% |
$1.07K - $1.29K
|
9.69K
$573K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-70.4K- 48.62% |
$3.21M - $3.71M
|
74.4K
$4.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-52.5K- 90.47% |
$2.4M - $2.77M
|
5.53K
$327K
|
|
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.15K- 2.51% |
$97.9K - $113K
|
83.5K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-496- 26.85% |
$22.6K - $26.1K
|
1.35K
$79.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-177- 1.11% |
$8.07K - $9.32K
|
15.7K
$931K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-70- 40.23% |
$3.19K - $3.69K
|
104
$6.15K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.18% |
$684 - $790
|
8.33K
$493K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-9Closed |
$411 - $474
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 1.04% |
$137 - $158
|
285
$16.9K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-24.8K- 3.23% |
$1.17M - $1.49M
|
744K
$44M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.97K- 49.63% |
$280K - $358K
|
6.06K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.55K- 47.6% |
$213K - $273K
|
5.01K
$296K
|
|