Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Core U.S. Reit ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$3.01 Billion
Q4 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 112,703 shares of USRT stock, worth $6.52 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

112,703

Previous 135,065 16.56%

Holding current value

$6.52 Million

Previous $7.93 Million 17.83%

% of portfolio

0.22%

Previous 0.27%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	SELL	$56.64 - $59.67 $1.27 Million - $1.33 Million	-22,362 Reduced 16.56%	112,703 $6.52 Million
Q3 2025 Nov 14, 2025	SELL	$55.64 - $59.37 $1.1 Million - $1.17 Million	-19,771 Reduced 12.77%	135,065 $7.93 Million
Q2 2025 Jul 16, 2025	BUY	$50.37 - $57.97 $1.8 Million - $2.07 Million	35,753 Added 30.02%	154,836 $8.76 Million
Q1 2025 Apr 21, 2025	BUY	$55.14 - $60.29 $6.44 Million - $7.04 Million	116,783 Added 5077.52%	119,083 $6.86 Million
Q4 2024 Jan 17, 2025	BUY	$55.97 - $62.75 $41,193 - $46,184	736 Added 47.06%	2,300 $131,000

Q3 2024 Nov 08, 2024	BUY	$53.07 - $62.66 $30,143 - $35,590	568 Added 57.03%	1,564 $96,000
Q2 2024 Aug 13, 2024	SELL	$49.35 - $53.7 $37,061 - $40,328	-751 Reduced 42.99%	996 $53,000
Q1 2024 Apr 30, 2024	BUY	$51.33 - $54.81 $32,851 - $35,078	640 Added 57.81%	1,747 $93,000
Q4 2023 Jan 30, 2024	SELL	$44.09 - $55.2 $16,798 - $21,031	-381 Reduced 25.6%	1,107 $60,000
Q3 2023 Oct 17, 2023	SELL	$46.6 - $53.94 $699 - $809	-15 Reduced 1.0%	1,488 $70,000
Q2 2023 Jul 19, 2023	BUY	$48.03 - $51.41 $2,689 - $2,878	56 Added 3.87%	1,503 $77,000
Q1 2023 May 10, 2023	BUY	$46.44 - $56.28 $510 - $619	11 Added 0.77%	1,447 $72,000
Q4 2022 Feb 14, 2023	BUY	$45.62 - $52.68 $1,277 - $1,475	28 Added 1.99%	1,436 $71,000
Q3 2022 Oct 26, 2022	SELL	$46.9 - $60.04 $375 - $480	-8 Reduced 0.56%	1,408 $66,000
Q2 2022 Aug 10, 2022	BUY	$51.03 - $67.01 $816 - $1,072	16 Added 1.14%	1,416 $75,000
Q1 2022 May 13, 2022	SELL	$59.52 - $67.43 $654 - $741	-11 Reduced 0.78%	1,400 $90,000
Q4 2021 Feb 14, 2022	SELL	$59.13 - $67.59 $5,144 - $5,880	-87 Reduced 5.81%	1,411 $95,000
Q3 2021 Nov 02, 2021	SELL	$58.62 - $63.49 $3,106 - $3,364	-53 Reduced 3.42%	1,498 $87,000
Q2 2021 Jul 27, 2021	BUY	$53.47 - $60.43 $106 - $120	2 Added 0.13%	1,551 $90,000
Q1 2021 May 11, 2021	SELL	$46.55 - $53.75 $4,887 - $5,643	-105 Reduced 6.35%	1,549 $81,000
Q4 2020 Feb 09, 2021	SELL	$42.35 - $49.02 $459,455 - $531,817	-10,849 Reduced 86.77%	1,654 $80,000
Q3 2020 Oct 20, 2020	SELL	$42.01 - $46.49 $6,679 - $7,391	-159 Reduced 1.26%	12,503 $546,000
Q2 2020 Jul 02, 2020	BUY	$35.36 - $48.66 $53,570 - $73,719	1,515 Added 13.59%	12,662 $0
Q1 2020 Apr 01, 2020	BUY	$32.36 - $58.18 $309,588 - $556,608	9,567 Added 605.51%	11,147 $0
Q4 2019 Feb 11, 2020	BUY	$52.69 - $56.7 $4,636 - $4,989	88 Added 5.9%	1,580 $0
Q3 2019 Oct 09, 2019	BUY	$54.43 - $55.6 $26,833 - $27,410	493 Added 49.35%	1,492 $0
Q2 2019 Aug 14, 2019	BUY	N/A	477 Added 91.38%	999 $52,000
Q1 2019 May 08, 2019	BUY	N/A	71 Added 15.74%	522 $27,000
Q4 2018 Feb 13, 2019	BUY	N/A	370 Added 456.79%	451 $20,000
Q2 2018 Aug 16, 2018	BUY	N/A	81 New	81 $4,000

Others Institutions Holding USRT

# of Institutions

415

Shares Held

37.1M

Call Options Held

100

Put Options Held

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Core U.S. Reit ETF Transaction History