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

Ivc Wealth Advisors LLC

  • $184 Million
  • Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 4,665 shares of USRT stock, worth $256,621. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,665
Previous 4,696 0.66%
Holding current value
$256,621
Previous $269,000 1.12%
% of portfolio
0.14%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$55.14 - $60.29 $1,709 - $1,868
-31 Reduced 0.66%
4,665 $266,000
Q4 2024

Jan 17, 2025
BUY
$55.97 - $62.75 $54,290 - $60,867
970 Added 26.03%
4,696 $269,000
Q3 2024

Oct 24, 2024
SELL
$53.07 - $62.66 $8,491 - $10,025
-160 Reduced 4.12%
3,726 $229,000
Q2 2024

Jul 16, 2024
BUY
$49.35 - $53.7 $191,774 - $208,678
3,886 New
3,886 $208,000

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

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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