Hb Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 9,632 shares of USRT stock, worth $557,018. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,632
Previous 8,582 12.23%
Holding current value
$557,018
Previous $485,000 16.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025
BUY
$55.64 - $59.37 $58,422 - $62,338
1,050 Added 12.23%
9,632 $565,000
Q2 2025

Jul 17, 2025
SELL
$50.37 - $57.97 $27,854 - $32,057
-553 Reduced 6.05%
8,582 $485,000
Q1 2025

May 07, 2025
BUY
$55.14 - $60.29 $24,868 - $27,190
451 Added 5.19%
9,135 $526,000
Q4 2024

Jan 15, 2025
SELL
$55.97 - $62.75 $50,932 - $57,102
-910 Reduced 9.49%
8,684 $497,000
Q3 2024

Oct 15, 2024
BUY
$53.07 - $62.66 $509,153 - $601,160
9,594 New
9,594 $590,000

Others Institutions Holding USRT

# of Institutions
408
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 Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email