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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 70,501 shares of USRT stock, worth $4.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
70,501
Previous 80,754 12.7%
Holding current value
$4.08 Million
Previous $4.57 Million 90546.16%
% of portfolio
0.08%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$55.64 - $59.37 $570,476 - $608,720
-10,253 Reduced 12.7%
70,501 $4.14 Billion
Q2 2025

Aug 14, 2025
SELL
$50.37 - $57.97 $243,287 - $279,995
-4,830 Reduced 5.64%
80,754 $4.57 Million
Q1 2025

May 15, 2025
SELL
$55.14 - $60.29 $104,986 - $114,792
-1,904 Reduced 2.18%
85,584 $4.93 Billion
Q4 2024

May 30, 2025
BUY
$55.97 - $62.75 $117,201 - $131,398
2,094 Added 2.45%
87,678 $5.02 Million
Q4 2024

May 29, 2025
BUY
$55.97 - $62.75 $117,201 - $131,398
2,094 Added 2.45%
87,678 $5.02 Million
Q4 2024

Feb 11, 2025
SELL
$55.97 - $62.75 $434,047 - $486,626
-7,755 Reduced 8.14%
87,488 $5.12 Billion
Q3 2024

May 30, 2025
BUY
$53.07 - $62.66 $512,656 - $605,295
9,660 Added 11.29%
95,244 $5.86 Million
Q3 2024

May 29, 2025
BUY
$53.07 - $62.66 $512,656 - $605,295
9,660 Added 11.29%
95,244 $5.86 Million
Q3 2024

Nov 05, 2024
SELL
$53.07 - $62.66 $159,422 - $188,230
-3,004 Reduced 3.06%
95,243 $5.86 Billion
Q2 2024

May 29, 2025
BUY
$49.35 - $53.7 $624,919 - $680,003
12,663 Added 14.8%
98,247 $5.26 Million
Q2 2024

Aug 07, 2024
SELL
$49.35 - $53.7 $86,017 - $93,599
-1,743 Reduced 1.74%
98,247 $5.26 Billion
Q1 2024

May 28, 2025
BUY
$51.33 - $54.81 $764,765 - $816,614
14,899 Added 17.41%
100,483 $5.41 Billion
Q1 2024

May 13, 2024
SELL
$51.33 - $54.81 $100,504 - $107,317
-1,958 Reduced 1.92%
99,990 $5.2 Billion
Q4 2023

May 28, 2025
BUY
$44.09 - $55.2 $734,363 - $919,411
16,656 Added 19.46%
102,240 $5.55 Billion
Q4 2023

Feb 14, 2024
BUY
$44.09 - $55.2 $4.49 Million - $5.63 Million
101,948 New
101,948 $5.53 Billion

Others Institutions Holding USRT

# of Institutions
409
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 Modern Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email