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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-549K- 99.99% |
$30.7M - $34.4M
|
30
$1.76K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-362K- 46.3% |
$20.3M - $22.7M
|
420K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-90.2K- 96.22% |
$5.05M - $5.66M
|
3.54K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-88.6K- 34.16% |
$4.96M - $5.56M
|
171K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-80.3K- 21.1% |
$4.5M - $5.04M
|
300K
$17.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-66.2K- 50.08% |
$3.71M - $4.16M
|
66K
$3.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-59.9K- 33.44% |
$3.35M - $3.76M
|
119K
$7.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-46.2K- 40.85% |
$2.59M - $2.9M
|
66.9K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-36.7K- 11.78% |
$2.06M - $2.3M
|
275K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-36.4K- 59.81% |
$2.04M - $2.28M
|
24.4K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-36.1K- 16.55% |
$2.02M - $2.27M
|
182K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-34.2K- 9.89% |
$1.92M - $2.15M
|
312K
$18.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.4K- 55.15% |
$1.31M - $1.47M
|
19K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.7K- 26.12% |
$992K - $1.11M
|
50.1K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-16.5K- 4.9% |
$924K - $1.04M
|
320K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-14.4K- 0.9% |
$808K - $906K
|
1.58M
$93M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.5K- 50.02% |
$758K - $849K
|
13.5K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.8K- 50.2% |
$606K - $679K
|
10.7K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-10.8K- 16.76% |
$604K - $678K
|
53.6K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.95K- 17.64% |
$557K - $624K
|
46.4K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-9.35K- 46.88% |
$523K - $587K
|
10.6K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.76K- 8.14% |
$434K - $487K
|
87.5K
$5.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.79K- 13.7% |
$380K - $426K
|
42.7K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.2K- 5.48% |
$347K - $389K
|
107K
$6.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.19K- 52.0% |
$347K - $389K
|
5.72K
$336K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-6.07K- 38.2% |
$339K - $381K
|
9.81K
$576K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.72K- 33.8% |
$320K - $359K
|
11.2K
$658K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.98K- 0.74% |
$279K - $312K
|
663K
$39M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.91K- 98.44% |
$275K - $308K
|
78
$4.58K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.9K- 1.28% |
$274K - $307K
|
377K
$22.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.85K- 3.53% |
$271K - $304K
|
133K
$7.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.42K- 3.95% |
$247K - $277K
|
107K
$6.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.39K- 24.29% |
$246K - $276K
|
13.7K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.19K- 13.94% |
$235K - $263K
|
25.9K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.09K- 48.94% |
$229K - $257K
|
4.27K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.81K- 9.06% |
$213K - $239K
|
38.3K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.54K- 11.87% |
$198K - $222K
|
26.3K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.34K- 2.73% |
$187K - $210K
|
119K
$7M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.15K- 13.45% |
$176K - $198K
|
20.3K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 16.84% |
$168K - $189K
|
14.9K
$873K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.95K- 22.11% |
$165K - $185K
|
10.4K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.6K- 0.63% |
$145K - $163K
|
407K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.52K- 2.71% |
$141K - $158K
|
90.5K
$5.32M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.43K- 10.75% |
$136K - $152K
|
20.1K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.42K- 19.03% |
$136K - $152K
|
10.3K
$605K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.38K- 1.1% |
$133K - $149K
|
215K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.08K- 11.75% |
$117K - $131K
|
15.7K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2K- 28.1% |
$112K - $125K
|
5.11K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.93K- 22.98% |
$108K - $121K
|
6.46K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.88K- 12.05% |
$105K - $118K
|
13.7K
$806K
|