Wealth Enhancement Advisory Services, LLC Ishares Core U.S. Reit ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$65.4 Billion
Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 488,351 shares of USRT stock, worth $28.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

488,351

Previous 468,884 4.15%

Holding current value

$28.2 Million

Previous $27.5 Million 2.58%

% of portfolio

0.04%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$56.64 - $59.67 $1.1 Million - $1.16 Million	19,467 Added 4.15%	488,351 $28.2 Million
Q3 2025 Oct 29, 2025	SELL	$55.64 - $59.37 $1.48 Million - $1.58 Million	-26,619 Reduced 5.37%	468,884 $27.5 Million
Q2 2025 Jul 10, 2025	BUY	$50.37 - $57.97 $86,686 - $99,766	1,721 Added 0.35%	495,503 $28 Million
Q1 2025 Apr 16, 2025	SELL	$55.14 - $60.29 $1.64 Million - $1.8 Million	-29,817 Reduced 5.69%	493,782 $28.2 Million
Q4 2024 Mar 17, 2025	BUY	$55.97 - $62.75 $596,248 - $668,475	10,653 Added 2.08%	523,599 $30 Million

Q4 2024 Jan 10, 2025	BUY	$55.97 - $62.75 $55 - $62	1 Added 0.0%	512,946 $29.4 Million
Q3 2024 Oct 23, 2024	SELL	$53.07 - $62.66 $793,343 - $936,704	-14,949 Reduced 2.83%	512,945 $31.6 Million
Q2 2024 Jul 16, 2024	BUY	$49.35 - $53.7 $500,458 - $544,571	10,141 Added 1.96%	527,894 $28.3 Million
Q1 2024 Apr 15, 2024	SELL	$51.33 - $54.81 $8.73 Million - $9.32 Million	-170,069 Reduced 24.73%	517,753 $27.9 Million
Q4 2023 Jan 30, 2024	SELL	$44.09 - $55.2 $3.2 Million - $4 Million	-72,514 Reduced 9.54%	687,822 $37.3 Million
Q3 2023 Nov 13, 2023	BUY	$46.6 - $53.94 $25.4 Million - $29.4 Million	544,608 Added 252.45%	760,336 $35.9 Million
Q2 2023 Jul 21, 2023	SELL	$48.03 - $51.41 $246,441 - $263,784	-5,131 Reduced 2.32%	215,728 $11.1 Million
Q1 2023 Apr 25, 2023	SELL	$46.44 - $56.28 $20 Million - $24.3 Million	-431,369 Reduced 66.14%	220,859 $11.1 Million
Q4 2022 Feb 01, 2023	BUY	$45.62 - $52.68 $631,335 - $729,038	13,839 Added 2.17%	652,228 $32.3 Million
Q3 2022 Oct 17, 2022	BUY	$46.9 - $60.04 $53,184 - $68,085	1,134 Added 0.18%	638,389 $29.4 Million
Q2 2022 Jul 18, 2022	SELL	$51.03 - $67.01 $681,811 - $895,320	-13,361 Reduced 2.05%	637,255 $34.4 Million
Q1 2022 Apr 18, 2022	SELL	$59.52 - $67.43 $2.7 Million - $3.06 Million	-45,375 Reduced 6.52%	650,616 $42.6 Million
Q4 2021 Feb 08, 2022	BUY	$59.13 - $67.59 $1.58 Million - $1.81 Million	26,740 Added 4.0%	695,991 $43.5 Million
Q3 2021 Nov 03, 2021	BUY	$58.62 - $63.49 $712,936 - $772,165	12,162 Added 1.85%	669,251 $42.3 Million
Q2 2021 Aug 10, 2021	BUY	$53.47 - $60.43 $3.88 Million - $4.38 Million	72,533 Added 12.41%	657,089 $39.9 Million
Q1 2021 May 12, 2021	BUY	$46.55 - $53.75 $24.5 Million - $28.3 Million	526,646 Added 909.42%	584,556 $31.4 Million
Q4 2020 Feb 10, 2021	BUY	$42.35 - $49.02 $885,707 - $1.03 Million	20,914 Added 56.53%	57,910 $2.8 Million
Q3 2020 Nov 12, 2020	BUY	$42.01 - $46.49 $462,572 - $511,901	11,011 Added 42.37%	36,996 $1.73 Million
Q2 2020 Oct 13, 2020	BUY	$35.36 - $48.66 $848,109 - $1.17 Million	23,985 Added 1199.25%	25,985 $1.14 Million
Q2 2020 Aug 10, 2020	SELL	$35.36 - $48.66 $250,136 - $344,220	-7,074 Reduced 77.96%	2,000 $347,000
Q1 2020 May 01, 2020	BUY	$32.36 - $58.18 $293,634 - $527,925	9,074 New	9,074 $382,000

Others Institutions Holding USRT

# of Institutions

409

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Ishares Core U.S. Reit ETF Transaction History