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 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-1.78KClosed |
$104K - $113K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.7KClosed |
$99.7K - $108K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-193Closed |
$11.3K - $12.3K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-128Closed |
$7.5K - $8.13K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-100- 24.69% |
$5.86K - $6.35K
|
305
$17.3K
|
|
Q2 2021 | |||||||
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-727Closed |
$38.9K - $43.9K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-446Closed |
$23.8K - $27K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-378Closed |
$20.2K - $22.8K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21Closed |
$1.12K - $1.27K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-36.4KClosed |
$1.69M - $1.95M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.57KClosed |
$399K - $461K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.08KClosed |
$236K - $273K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.67KClosed |
$77.7K - $89.7K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-77.9KClosed |
$3.3M - $3.82M
|
0
$0
|
|
Feb 26, 2021
Q4 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-23.6KClosed |
$998K - $1.15M
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-13.8KClosed |
$586K - $678K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.9KClosed |
$250K - $289K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.27KClosed |
$223K - $258K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-4.28KClosed |
$181K - $210K
|
0
$0
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-452Closed |
$19.1K - $22.2K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-291Closed |
$12.3K - $14.3K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-160Closed |
$6.78K - $7.84K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-99Closed |
$4.19K - $4.85K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-41Closed |
$1.74K - $2.01K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20- 5.0% |
$847 - $980
|
380
$21.6K
|
|
Q3 2020 | |||||||
Oct 21, 2020
Q3 2020
|
Bank Ozk
|
SELL
|
- |
-35.7KClosed |
$1.5M - $1.66M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.6KClosed |
$655K - $725K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9.98KClosed |
$419K - $464K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-8.78KClosed |
$369K - $408K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-96Closed |
$4.03K - $4.46K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 15, 2020
Q2 2020
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-127KClosed |
$4.48M - $6.16M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-58.2KClosed |
$2.06M - $2.83M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Wrapmanager Inc
|
SELL
|
- |
-53.6KClosed |
$1.89M - $2.61M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-38.7KClosed |
$1.37M - $1.88M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-19.4KClosed |
$684K - $942K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Private Wealth Group, LLC
|
SELL
|
- |
-13.9KClosed |
$491K - $675K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-13.7KClosed |
$484K - $666K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8.06KClosed |
$285K - $392K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Paragon Capital Management LTD
|
SELL
|
- |
-8.01KClosed |
$283K - $390K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.99KClosed |
$247K - $340K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.94KClosed |
$246K - $338K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.32KClosed |
$188K - $259K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-721Closed |
$25.5K - $35.1K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-458Closed |
$16.2K - $22.3K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-450Closed |
$15.9K - $21.9K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400Closed |
$14.1K - $19.5K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-23- 35.94% |
$813 - $1.12K
|
41
$2.33K
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2020 | |||||||
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-168KClosed |
$5.42M - $9.75M
|
0
$0
|