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

Iron Horse Wealth Management, LLC

$323 Million
Q2 2025

A detailed history of Iron Horse Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 158 shares of USRT stock, worth $9,137. This represents 0.0% of its overall portfolio holdings.

Number of Shares

158

Previous 166 4.82%

Holding current value

$9,137

Previous $9,000 11.11%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$50.37 - $57.97 $402 - $463	-8 Reduced 4.82%	158 $8,000
Q1 2025 May 01, 2025	SELL	$55.14 - $60.29 $661 - $723	-12 Reduced 6.74%	166 $9,000
Q4 2024 Jan 27, 2025	SELL	$55.97 - $62.75 $615 - $690	-11 Reduced 5.82%	178 $10,000
Q1 2024 Apr 17, 2024	SELL	$51.33 - $54.81 $564 - $602	-11 Reduced 5.5%	189 $10,000
Q3 2023 Oct 18, 2023	SELL	$46.6 - $53.94 $93 - $107	-2 Reduced 0.99%	200 $9,000

Q2 2023 Aug 01, 2023	SELL	$48.03 - $51.41 $55,042 - $58,915	-1,146 Reduced 85.01%	202 $10,000
Q1 2023 May 01, 2023	SELL	$46.44 - $56.28 $650 - $787	-14 Reduced 1.03%	1,348 $67,000
Q4 2022 Jan 19, 2023	BUY	$45.62 - $52.68 $56,340 - $65,059	1,235 Added 972.44%	1,362 $67,000
Q3 2022 Oct 12, 2022	SELL	$46.9 - $60.04 $85,498 - $109,452	-1,823 Reduced 93.49%	127 $6,000
Q2 2022 Aug 04, 2022	SELL	$51.03 - $67.01 $1,173 - $1,541	-23 Reduced 1.17%	1,950 $104,000
Q1 2022 Apr 11, 2022	SELL	$59.52 - $67.43 $1,130 - $1,281	-19 Reduced 0.95%	1,973 $128,000
Q4 2021 Jan 19, 2022	SELL	$59.13 - $67.59 $591 - $675	-10 Reduced 0.5%	1,992 $135,000
Q3 2021 Oct 06, 2021	SELL	$58.62 - $63.49 $8,968 - $9,713	-153 Reduced 7.1%	2,002 $117,000
Q2 2021 Jul 23, 2021	SELL	$53.47 - $60.43 $3,261 - $3,686	-61 Reduced 2.75%	2,155 $126,000
Q1 2021 Apr 13, 2021	SELL	$46.55 - $53.75 $29,373 - $33,916	-631 Reduced 22.16%	2,216 $116,000
Q4 2020 Jan 14, 2021	BUY	$42.35 - $49.02 $120,570 - $139,559	2,847 New	2,847 $138,000

Others Institutions Holding USRT

# of Institutions

415

Shares Held

37.3M

Call Options Held

100

Put Options Held

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.

Account

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