Sheaff Brock Investment Advisors, LLC Ishares Core U.S. Reit ETF Transaction History

Sheaff Brock Investment Advisors, LLC

$1.08 Billion
Q1 2025

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 4,600 shares of USRT stock, worth $266,018. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,600

Previous 5,100 9.8%

Holding current value

$266,018

Previous $292,000 9.59%

% of portfolio

0.02%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$55.14 - $60.29 $27,570 - $30,145	-500 Reduced 9.8%	4,600 $264,000
Q2 2022 Aug 02, 2022	BUY	$51.03 - $67.01 $15,309 - $20,103	300 Added 6.25%	5,100 $272,000
Q1 2022 May 06, 2022	BUY	$59.52 - $67.43 $98,208 - $111,259	1,650 Added 52.38%	4,800 $310,000
Q4 2021 Feb 03, 2022	BUY	$59.13 - $67.59 $186,259 - $212,908	3,150 New	3,150 $213,000

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
Sector ETFs
Industry ETFs

More about USRT

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Sheaff Brock Investment Advisors, LLC Ishares Core U.S. Reit ETF Transaction History