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

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 19,845 shares of USRT stock, worth $1.15 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
19,845
Previous 20,062 1.08%
Holding current value
$1.15 Million
Previous $1.18 Million 2.63%
% of portfolio
0.19%
Previous 0.21%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$56.64 - $59.67 $12,290 - $12,948
-217 Reduced 1.08%
19,845 $1.15 Million
Q3 2025

Oct 09, 2025
SELL
$55.64 - $59.37 $25,650 - $27,369
-461 Reduced 2.25%
20,062 $1.18 Million
Q2 2025

Jul 07, 2025
SELL
$50.37 - $57.97 $1,108 - $1,275
-22 Reduced 0.11%
20,523 $1.16 Million
Q1 2025

Apr 30, 2025
BUY
$55.14 - $60.29 $313,084 - $342,326
5,678 Added 38.19%
20,545 $1.18 Million
Q4 2024

Jan 17, 2025
SELL
$55.97 - $62.75 $168,469 - $188,877
-3,010 Reduced 16.84%
14,867 $852,000
Q3 2024

Oct 24, 2024
SELL
$53.07 - $62.66 $51,690 - $61,030
-974 Reduced 5.17%
17,877 $1.1 Million
Q2 2024

Jul 18, 2024
SELL
$49.35 - $53.7 $92,333 - $100,472
-1,871 Reduced 9.03%
18,851 $1.01 Million
Q1 2024

Apr 15, 2024
BUY
$51.33 - $54.81 $24,946 - $26,637
486 Added 2.4%
20,722 $1.11 Million
Q4 2023

Jan 10, 2024
BUY
$44.09 - $55.2 $8,068 - $10,101
183 Added 0.91%
20,236 $1.1 Million
Q3 2023

Oct 05, 2023
SELL
$46.6 - $53.94 $106,714 - $123,522
-2,290 Reduced 10.25%
20,053 $946,000
Q2 2023

Jul 13, 2023
SELL
$48.03 - $51.41 $188,709 - $201,989
-3,929 Reduced 14.96%
22,343 $1.15 Million
Q1 2023

Apr 06, 2023
SELL
$46.44 - $56.28 $109,319 - $132,483
-2,354 Reduced 8.22%
26,272 $1.32 Million
Q4 2022

Jan 20, 2023
SELL
$45.62 - $52.68 $186,996 - $215,935
-4,099 Reduced 12.53%
28,626 $0
Q3 2022

Oct 17, 2022
SELL
$46.9 - $60.04 $147,125 - $188,345
-3,137 Reduced 8.75%
32,725 $1.55 Million
Q2 2022

Jul 21, 2022
SELL
$51.03 - $67.01 $297,351 - $390,467
-5,827 Reduced 13.98%
35,862 $1.92 Million
Q1 2022

Apr 21, 2022
SELL
$59.52 - $67.43 $75,292 - $85,298
-1,265 Reduced 2.95%
41,689 $2.7 Million
Q4 2021

Jan 25, 2022
SELL
$59.13 - $67.59 $379,437 - $433,725
-6,417 Reduced 13.0%
42,954 $2.9 Million
Q3 2021

Oct 21, 2021
SELL
$58.62 - $63.49 $9.52 Million - $10.3 Million
-162,348 Reduced 76.68%
49,371 $2.9 Million
Q2 2021

Aug 02, 2021
BUY
$53.47 - $60.43 $995,450 - $1.13 Million
18,617 Added 9.64%
211,719 $12.4 Million
Q1 2021

Apr 28, 2021
BUY
$46.55 - $53.75 $388,273 - $448,328
8,341 Added 4.51%
193,102 $10.1 Million
Q4 2020

Jan 25, 2021
BUY
$42.35 - $49.02 $470,593 - $544,710
11,112 Added 6.4%
184,761 $8.94 Million
Q3 2020

Oct 20, 2020
BUY
$42.01 - $46.49 $193,834 - $214,504
4,614 Added 2.73%
173,649 $7.6 Million
Q2 2020

Jul 20, 2020
BUY
$35.36 - $48.66 $495,040 - $681,240
14,000 Added 9.03%
169,035 $7.35 Million
Q1 2020

Apr 21, 2020
BUY
$32.36 - $58.18 $410,357 - $737,780
12,681 Added 8.91%
155,035 $6.07 Million
Q4 2019

Jan 23, 2020
BUY
$52.69 - $56.7 $48,790 - $52,504
926 Added 0.65%
142,354 $7.77 Million
Q3 2019

Oct 17, 2019
BUY
$54.43 - $55.6 $1,905 - $1,946
35 Added 0.02%
141,428 $7.86 Million
Q2 2019

Jul 15, 2019
BUY
N/A
5,116 Added 3.75%
141,393 $7.36 Million
Q1 2019

Apr 16, 2019
BUY
N/A
8,500 Added 6.65%
136,277 $7.14 Million
Q4 2018

Jan 29, 2019
BUY
N/A
15,337 Added 13.64%
127,777 $5.73 Million
Q3 2018

Oct 17, 2018
BUY
N/A
11,325 Added 11.2%
112,440 $5.44 Million
Q2 2018

Jul 18, 2018
BUY
N/A
4,649 Added 4.82%
101,115 $4.97 Million
Q1 2018

Apr 20, 2018
BUY
N/A
70,544 Added 272.14%
96,466 $4.35 Million
Q4 2017

Mar 19, 2018
BUY
N/A
25,922
25,922 $1.29 Million

Others Institutions Holding USRT

# of Institutions
415
Shares Held
37.1M
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
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