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

Cascade Wealth Advisors, Inc

$177 Billion
Q2 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 10,299 shares of USRT stock, worth $601,255. This represents 0.33% of its overall portfolio holdings.

Number of Shares

10,299

Previous 22,256 53.72%

Holding current value

$601,255

Previous $1.21 Billion 52.18%

% of portfolio

0.33%

Previous 0.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$50.37 - $57.97 $602,274 - $693,147	-11,957 Reduced 53.72%	10,299 $576 Million
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

403

Shares Held

35.6M

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 Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Account

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