Visionary Wealth Advisors Ishares Core U.S. Reit ETF Transaction History

Visionary Wealth Advisors

$1.62 Billion
Q4 2024

A detailed history of Visionary Wealth Advisors transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 71,917 shares of USRT stock, worth $4.22 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

71,917

Previous 72,308 0.54%

Holding current value

$4.22 Million

Previous $4.45 Million 7.43%

% of portfolio

0.25%

Previous 0.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$55.97 - $62.75 $21,884 - $24,535	-391 Reduced 0.54%	71,917 $4.12 Million
Q3 2024 Nov 12, 2024	SELL	$53.07 - $62.66 $19,423 - $22,933	-366 Reduced 0.5%	72,308 $4.45 Million
Q2 2024 Aug 13, 2024	BUY	$49.35 - $53.7 $146,569 - $159,489	2,970 Added 4.26%	72,674 $3.89 Million
Q1 2024 May 15, 2024	SELL	$51.33 - $54.81 $79,818 - $85,229	-1,555 Reduced 2.18%	69,704 $3.75 Million
Q4 2023 Feb 14, 2024	BUY	$44.09 - $55.2 $107,535 - $134,632	2,439 Added 3.54%	71,259 $3.87 Million
Q3 2023 Nov 13, 2023	BUY	$46.6 - $53.94 $28,845 - $33,388	619 Added 0.91%	68,820 $3.25 Million
Q2 2023 Aug 11, 2023	BUY	$48.03 - $51.41 $32,132 - $34,393	669 Added 0.99%	68,201 $3.51 Million
Q1 2023 May 15, 2023	SELL	$46.44 - $56.28 $394,461 - $478,042	-8,494 Reduced 11.17%	67,532 $3.4 Million
Q4 2022 Feb 13, 2023	SELL	$45.62 - $52.68 $5,930 - $6,848	-130 Reduced 0.17%	76,026 $3.76 Million
Q3 2022 Nov 14, 2022	SELL	$46.9 - $60.04 $206,688 - $264,596	-4,407 Reduced 5.47%	76,156 $3.62 Million
Q2 2022 Aug 12, 2022	BUY	$51.03 - $67.01 $312,864 - $410,838	6,131 Added 8.24%	80,563 $4.3 Million
Q1 2022 May 12, 2022	BUY	$59.52 - $67.43 $4.43 Million - $5.02 Million	74,432 New	74,432 $4.81 Million

Others Institutions Holding USRT

# of Institutions

395

Shares Held

32.1M

Call Options Held

1.6K

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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Visionary Wealth Advisors Ishares Core U.S. Reit ETF Transaction History