Aptus Capital Advisors, LLC Ishares Core U.S. Reit ETF Transaction History

Aptus Capital Advisors, LLC

  • $12.7 Billion
  • Q3 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 2,069 shares of USRT stock, worth $119,650. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,069
Previous 1,703 21.49%
Holding current value
$119,650
Previous $96,000 26.04%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$55.64 - $59.37 $20,364 - $21,729
366 Added 21.49%
2,069 $121,000
Q2 2025

Aug 11, 2025
SELL
$50.37 - $57.97 $729,760 - $839,869
-14,488 Reduced 89.48%
1,703 $96,000
Q1 2025

May 13, 2025
SELL
$55.14 - $60.29 $259,488 - $283,724
-4,706 Reduced 22.52%
16,191 $932,000
Q4 2024

Feb 14, 2025
BUY
$55.97 - $62.75 $156,380 - $175,323
2,794 Added 15.43%
20,897 $1.2 Million
Q3 2024

Nov 05, 2024
BUY
$53.07 - $62.66 $12,896 - $15,226
243 Added 1.36%
18,103 $1.11 Million
Q2 2024

Jul 31, 2024
BUY
$49.35 - $53.7 $400,573 - $435,882
8,117 Added 83.31%
17,860 $956,000
Q1 2024

May 15, 2024
BUY
$51.33 - $54.81 $500,108 - $534,013
9,743 New
9,743 $524,000
Q4 2022

Feb 13, 2023
BUY
$45.62 - $52.68 $228 - $263
5 Added 250.0%
7 $0
Q3 2022

Nov 02, 2022
SELL
$46.9 - $60.04 $46 - $60
-1 Reduced 33.33%
2 $0
Q1 2022

May 04, 2022
BUY
$59.52 - $67.43 $178 - $202
3 New
3 $0

Others Institutions Holding USRT

# of Institutions
407
Shares Held
37M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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