Atria Wealth Solutions, Inc. Ishares Core U.S. Reit ETF Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 3,566 shares of USRT stock, worth $206,257. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,566

Previous 9,989 64.3%

Holding current value

$206,257

Previous $575,000 65.04%

% of portfolio

0.0%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$50.37 - $57.97 $323,526 - $372,341	-6,423 Reduced 64.3%	3,566 $201,000
Q1 2025 May 09, 2025	SELL	$55.14 - $60.29 $22,717 - $24,839	-412 Reduced 3.96%	9,989 $575,000
Q4 2024 Jan 31, 2025	SELL	$55.97 - $62.75 $165,279 - $185,300	-2,953 Reduced 22.11%	10,401 $596,000
Q3 2024 Nov 08, 2024	BUY	$53.07 - $62.66 $221,142 - $261,104	4,167 Added 45.36%	13,354 $822,000
Q2 2024 Jul 22, 2024	SELL	$49.35 - $53.7 $257,557 - $280,260	-5,219 Reduced 36.23%	9,187 $492,000
Q1 2024 May 13, 2024	BUY	$51.33 - $54.81 $122,422 - $130,721	2,385 Added 19.84%	14,406 $775,000
Q4 2023 Feb 02, 2024	BUY	$44.09 - $55.2 $328,073 - $410,743	7,441 Added 162.47%	12,021 $652,000
Q3 2023 Nov 08, 2023	SELL	$46.6 - $53.94 $676,538 - $783,100	-14,518 Reduced 76.02%	4,580 $216,000
Q2 2023 Aug 03, 2023	BUY	$48.03 - $51.41 $35,254 - $37,734	734 Added 4.0%	19,098 $981,000
Q1 2023 Aug 22, 2023	BUY	$46.44 - $56.28 $27,306 - $33,092	588 Added 3.08%	19,686 $992,000
Q1 2023 Jun 14, 2023	SELL	$46.44 - $56.28 $61,393 - $74,402	-1,322 Reduced 6.72%	18,364 $925,000
Q1 2023 May 10, 2023	BUY	$46.44 - $56.28 $61,393 - $74,402	1,322 Added 7.2%	19,686 $992,000
Q4 2022 Aug 30, 2023	SELL	$45.62 - $52.68 $33,485 - $38,667	-734 Reduced 3.84%	18,364 $908,000
Q4 2022 Feb 13, 2023	BUY	$45.62 - $52.68 $262,451 - $303,068	5,753 Added 45.62%	18,364 $908,000
Q3 2022 Nov 14, 2022	SELL	$46.9 - $60.04 $12,897 - $16,511	-275 Reduced 2.13%	12,611 $599,000
Q2 2022 Aug 15, 2022	SELL	$51.03 - $67.01 $1.74 Million - $2.29 Million	-34,188 Reduced 72.63%	12,886 $688,000
Q1 2022 May 16, 2022	BUY	$59.52 - $67.43 $2.8 Million - $3.17 Million	47,074 New	47,074 $3.05 Million

Others Institutions Holding USRT

# of Institutions

406

Shares Held

35.5M

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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Atria Wealth Solutions, Inc. Ishares Core U.S. Reit ETF Transaction History