Independent Wealth Network Inc. Ishares Core U.S. Reit ETF Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 42,439 shares of USRT stock, worth $2.33 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

42,439

Previous 41,734 1.69%

Holding current value

$2.33 Million

Previous $2.57 Million 5.33%

% of portfolio

1.04%

Previous 1.18%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$55.97 - $62.75 $39,458 - $44,238	705 Added 1.69%	42,439 $2.43 Million
Q3 2024 Oct 15, 2024	BUY	$53.07 - $62.66 $72,918 - $86,094	1,374 Added 3.4%	41,734 $2.57 Million
Q2 2024 Jul 18, 2024	SELL	$49.35 - $53.7 $76,788 - $83,557	-1,556 Reduced 3.71%	40,360 $2.16 Million
Q1 2024 May 20, 2024	BUY	$51.33 - $54.81 $850,127 - $907,763	16,562 Added 65.32%	41,916 $2.26 Million
Q1 2024 Apr 11, 2024	SELL	$51.33 - $54.81 $891,396 - $951,830	-17,366 Reduced 40.65%	25,354 $1.36 Million
Q4 2023 Jan 12, 2024	BUY	$44.09 - $55.2 $114,766 - $143,685	2,603 Added 6.49%	42,720 $2.32 Million
Q3 2023 Oct 11, 2023	BUY	$46.6 - $53.94 $89,332 - $103,402	1,917 Added 5.02%	40,117 $1.89 Million
Q2 2023 Jul 12, 2023	BUY	$48.03 - $51.41 $140,007 - $149,860	2,915 Added 8.26%	38,200 $1.96 Million
Q1 2023 Apr 18, 2023	BUY	$46.44 - $56.28 $6,083 - $7,372	131 Added 0.37%	35,285 $1.78 Million
Q4 2022 Jan 25, 2023	BUY	$45.62 - $52.68 $50,182 - $57,948	1,100 Added 3.23%	35,154 $0
Q3 2022 Oct 17, 2022	BUY	$46.9 - $60.04 $65,003 - $83,215	1,386 Added 4.24%	34,054 $1.62 Million
Q2 2022 Jul 26, 2022	BUY	$51.03 - $67.01 $2,296 - $3,015	45 Added 0.14%	32,668 $1.74 Million
Q1 2022 Apr 20, 2022	SELL	$59.52 - $67.43 $4,106 - $4,652	-69 Reduced 0.21%	32,623 $2.11 Million
Q4 2021 Feb 10, 2022	BUY	$59.13 - $67.59 $40,858 - $46,704	691 Added 2.16%	32,692 $2.21 Million
Q3 2021 Nov 04, 2021	BUY	$58.62 - $63.49 $1.88 Million - $2.03 Million	32,001 New	32,001 $2.06 Million

Others Institutions Holding USRT

# of Institutions

402

Shares Held

32M

Call Options Held

11.1K

Put Options Held

200

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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Independent Wealth Network Inc. Ishares Core U.S. Reit ETF Transaction History