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 |
---|---|---|---|---|---|---|---|
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
$23.3K
|
|
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 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.1K- 14.1% |
$216K - $297K
|
37.1K
$2.28M
|
|
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 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-70Closed |
$2.48K - $3.41K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-23- 35.94% |
$813 - $1.12K
|
41
$2.52K
|
|
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
|
|
May 13, 2020
Q1 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-41.7KClosed |
$1.35M - $2.42M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-34.1KClosed |
$1.1M - $1.98M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
D. Scott Neal, Inc.
|
SELL
|
- |
-32.5KClosed |
$1.05M - $1.89M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-31.3KClosed |
$1.01M - $1.82M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-29.5KClosed |
$955K - $1.72M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-12.5KClosed |
$405K - $728K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.7KClosed |
$378K - $680K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.85KClosed |
$254K - $457K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-6.7KClosed |
$217K - $390K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-4.95KClosed |
$160K - $288K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-4KClosed |
$129K - $233K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2KClosed |
$64.7K - $116K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.15KClosed |
$37.1K - $66.8K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-388Closed |
$12.6K - $22.6K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-361- 69.29% |
$11.7K - $21K
|
160
$9.82K
|
|
Apr 16, 2020
Q1 2020
|
City Holding CO
|
SELL
|
- |
-159- 9.88% |
$5.15K - $9.25K
|
1.45K
$89K
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-127Closed |
$4.11K - $7.39K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-88Closed |
$2.85K - $5.12K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-73Closed |
$2.36K - $4.25K
|
0
$0
|