Cascade Wealth Advisors, Inc Ishares Core U.S. Reit ETF Transaction History

Cascade Wealth Advisors, Inc

$145 Billion
Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 22,256 shares of USRT stock, worth $1.28 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

22,256

Previous 42,967 48.2%

Holding current value

$1.28 Million

Previous $2.46 Billion 51.06%

% of portfolio

0.83%

Previous 1.67%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$55.14 - $60.29 $1.14 Million - $1.25 Million	-20,711 Reduced 48.2%	22,256 $1.21 Billion
Q4 2024 Feb 05, 2025	BUY	$55.97 - $62.75 $240,391 - $269,511	4,295 Added 11.11%	42,967 $2.46 Billion
Q3 2024 Oct 15, 2024	BUY	$53.07 - $62.66 $24,465 - $28,886	461 Added 1.21%	38,672 $2.38 Billion
Q2 2024 Jul 26, 2024	BUY	$49.35 - $53.7 $288,549 - $313,983	5,847 Added 18.07%	38,211 $2.13 Billion
Q1 2024 Apr 15, 2024	BUY	$51.33 - $54.81 $1.66 Million - $1.77 Million	32,364 New	32,364 $1.66 Billion

Others Institutions Holding USRT

# of Institutions

415

Shares Held

33.7M

Call Options Held

200

Put Options Held

100

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

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Cascade Wealth Advisors, Inc Ishares Core U.S. Reit ETF Transaction History