Ever Source Wealth Advisors, LLC Ishares Core U.S. Reit ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 305 shares of USRT stock, worth $17,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares
305
Holding current value
$17,638
% of portfolio
0.0%

Shares

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

Nov 10, 2025
BUY
$55.64 - $59.37 $16,970 - $18,107
305 New
305 $17,000
Q3 2023

Nov 03, 2023
BUY
$46.6 - $53.94 $1,351 - $1,564
29 New
29 $1,000
Q1 2023

May 11, 2023
BUY
$46.44 - $56.28 $2,879 - $3,489
62 New
62 $3,000

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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email