Aletheian Wealth Advisors LLC Ishares Core U.S. Reit ETF Transaction History

Aletheian Wealth Advisors LLC

  • $195 Million
  • Q2 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 4,048 shares of USRT stock, worth $234,136. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,048
Previous 4,051 0.07%
Holding current value
$234,136
Previous $231,000 1.3%
% of portfolio
0.12%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$50.37 - $57.97 $151 - $173
-3 Reduced 0.07%
4,048 $228,000
Q1 2025

Apr 08, 2025
BUY
$55.14 - $60.29 $55 - $60
1 Added 0.02%
4,051 $231,000
Q3 2024

Oct 25, 2024
SELL
$53.07 - $62.66 $155,070 - $183,092
-2,922 Reduced 41.91%
4,050 $249,000
Q1 2024

Apr 15, 2024
SELL
$51.33 - $54.81 $51 - $54
-1 Reduced 0.01%
6,972 $375,000
Q4 2023

Jan 05, 2024
BUY
$44.09 - $55.2 $307,439 - $384,909
6,973 New
6,973 $378,000

Others Institutions Holding USRT

# of Institutions
406
Shares Held
35.5M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
Track This Portfolio

Track Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email