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 |
---|---|---|---|---|---|---|---|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.97K- 49.63% |
$280K - $358K
|
6.06K
$375K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.55K- 47.6% |
$213K - $273K
|
5.01K
$310K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.86K- 15.77% |
$181K - $232K
|
20.6K
$1.27M
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.65K- 3.92% |
$77.2K - $98.8K
|
40.3K
$2.49M
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-530- 33.89% |
$24.9K - $31.8K
|
1.03K
$63.9K
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 11.11% |
$23.5K - $30K
|
4K
$247K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-479- 65.8% |
$22.5K - $28.8K
|
249
$15.4K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-130Closed |
$6.1K - $7.81K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-298K- 61.03% |
$15.2M - $20M
|
190K
$11.8M
|
|
Aug 09, 2022
Q2 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-118KClosed |
$6.01M - $7.89M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-63.6KClosed |
$3.25M - $4.26M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.9KClosed |
$352K - $462K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-5.36KClosed |
$273K - $359K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.95KClosed |
$202K - $265K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.75KClosed |
$191K - $251K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.58KClosed |
$183K - $240K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.48KClosed |
$178K - $233K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.35KClosed |
$171K - $224K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.25KClosed |
$166K - $218K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.19KClosed |
$163K - $214K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.75KClosed |
$140K - $184K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.67K- 41.07% |
$136K - $179K
|
3.83K
$237K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.93K- 20.16% |
$98.7K - $130K
|
7.66K
$474K
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 19.44% |
$71.4K - $93.8K
|
5.8K
$359K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.12K- 30.75% |
$57K - $74.9K
|
2.52K
$156K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-1.04K- 6.77% |
$53.3K - $70K
|
14.4K
$889K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-785Closed |
$40.1K - $52.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-583- 79.75% |
$29.8K - $39.1K
|
148
$9.15K
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-410- 2.7% |
$20.9K - $27.5K
|
14.8K
$914K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-280Closed |
$14.3K - $18.8K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-154- 0.66% |
$7.86K - $10.3K
|
23.4K
$1.44M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-75Closed |
$3.83K - $5.03K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16Closed |
$816 - $1.07K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-79.5KClosed |
$4.73M - $5.36M
|
0
$0
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-24.8KClosed |
$1.48M - $1.67M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
SELL
|
- |
-10.5KClosed |
$627K - $710K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.45KClosed |
$325K - $368K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-5.31KClosed |
$316K - $358K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-4.54KClosed |
$270K - $306K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-3.47KClosed |
$206K - $234K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-3.24KClosed |
$193K - $218K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.01KClosed |
$179K - $203K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.99KClosed |
$178K - $202K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.63KClosed |
$157K - $177K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.67KClosed |
$99.2K - $112K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.49KClosed |
$88.8K - $101K
|
0
$0
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-700- 34.98% |
$41.7K - $47.2K
|
1.3K
$80.4K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-492Closed |
$29.3K - $33.2K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-101Closed |
$6.01K - $6.81K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-100Closed |
$5.95K - $6.74K
|
0
$0
|