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

Forvis Wealth Advisors, LLC

$4.75 Billion
Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 6,793 shares of USRT stock, worth $392,839. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,793

Previous 7,066 3.86%

Holding current value

$392,839

Previous $399,000 0.25%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$55.64 - $59.37 $15,189 - $16,208	-273 Reduced 3.86%	6,793 $398,000
Q2 2025 Jul 29, 2025	SELL	$50.37 - $57.97 $164,206 - $188,982	-3,260 Reduced 31.57%	7,066 $399,000
Q1 2025 May 13, 2025	SELL	$55.14 - $60.29 $477,512 - $522,111	-8,660 Reduced 45.61%	10,326 $594,000
Q4 2024 Feb 03, 2025	SELL	$55.97 - $62.75 $1.31 Million - $1.47 Million	-23,350 Reduced 55.15%	18,986 $1.09 Million
Q3 2024 Nov 14, 2024	SELL	$53.07 - $62.66 $6.86 Million - $8.11 Million	-129,350 Reduced 75.34%	42,336 $2.61 Million

Q2 2024 Aug 09, 2024	SELL	$49.35 - $53.7 $4.89 Million - $5.32 Million	-99,136 Reduced 36.61%	171,686 $9.2 Million
Q1 2024 Apr 19, 2024	SELL	$51.33 - $54.81 $42,552 - $45,437	-829 Reduced 0.31%	270,822 $14.6 Million
Q4 2023 Jan 11, 2024	SELL	$44.09 - $55.2 $588,028 - $736,202	-13,337 Reduced 4.68%	271,651 $14.7 Million
Q3 2023 Oct 25, 2023	SELL	$46.6 - $53.94 $364,505 - $421,918	-7,822 Reduced 2.67%	284,988 $13.4 Million
Q2 2023 Aug 08, 2023	BUY	$48.03 - $51.41 $272,041 - $291,186	5,664 Added 1.97%	292,810 $15.1 Million
Q1 2023 Apr 26, 2023	BUY	$46.44 - $56.28 $1.95 Million - $2.36 Million	41,909 Added 17.09%	287,146 $14.5 Million
Q4 2022 Feb 02, 2023	BUY	$45.62 - $52.68 $3.57 Million - $4.12 Million	78,164 Added 46.78%	245,237 $12.1 Million
Q3 2022 Oct 13, 2022	BUY	$46.9 - $60.04 $620,111 - $793,848	13,222 Added 8.59%	167,073 $7.94 Million
Q2 2022 Jul 22, 2022	BUY	$51.03 - $67.01 $3.32 Million - $4.35 Million	64,967 Added 73.09%	153,851 $8.22 Million
Q1 2022 May 10, 2022	BUY	$59.52 - $67.43 $5.03 Million - $5.69 Million	84,447 Added 1903.25%	88,884 $5.75 Million
Q4 2021 Jan 14, 2022	BUY	$59.13 - $67.59 $11,530 - $13,180	195 Added 4.6%	4,437 $300,000
Q3 2021 Oct 14, 2021	BUY	$58.62 - $63.49 $248,666 - $269,324	4,242 New	4,242 $249,000

Others Institutions Holding USRT

# of Institutions

408

Shares Held

37M

Call Options Held

100

Put Options Held

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About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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