Strategic Wealth Partners, Ltd. Ishares Core U.S. Reit ETF Transaction History

Strategic Wealth Partners, Ltd.

$1.19 Billion
Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 49 shares of USRT stock, worth $2,833. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 114 57.02%

Holding current value

$2,833

Previous $6,000 66.67%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$55.64 - $59.37 $3,616 - $3,859	-65 Reduced 57.02%	49 $2,000
Q2 2025 Aug 11, 2025	BUY	$50.37 - $57.97 $5,742 - $6,608	114 New	114 $6,000
Q3 2020 Nov 10, 2020	SELL	$42.01 - $46.49 $655,356 - $725,244	-15,600 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$35.36 - $48.66 $551,616 - $759,096	15,600 New	15,600 $678,000
Q4 2019 Jan 30, 2020	SELL	$52.69 - $56.7 $46,156 - $49,669	-876 Closed	0 $0

Q3 2019 Oct 28, 2019	SELL	$54.43 - $55.6 $56,498 - $57,712	-1,038 Reduced 54.23%	876 $20.3 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-2,592 Reduced 57.52%	1,914 $99,000
Q1 2019 May 14, 2019	SELL	N/A	-181 Reduced 3.86%	4,506 $234,000
Q4 2018 Jan 24, 2019	BUY	N/A	3,985 Added 567.66%	4,687 $0
Q2 2018 Sep 04, 2018	SELL	N/A	-13 Reduced 1.82%	702 $35,000
Q1 2018 Jul 13, 2018	BUY	N/A	715 New	715 $32,000

Others Institutions Holding USRT

# of Institutions

407

Shares Held

37M

Call Options Held

100

Put Options Held

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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Strategic Wealth Partners, Ltd. Ishares Core U.S. Reit ETF Transaction History