Coastal Bridge Advisors, LLC Ishares Core U.S. Reit ETF Transaction History

Coastal Bridge Advisors, LLC

$1.19 Billion
Q3 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 17,454 shares of USRT stock, worth $1.01 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,454

Previous 12,085 44.43%

Holding current value

$1.01 Million

Previous $683,000 49.93%

% of portfolio

0.09%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$55.64 - $59.37 $298,731 - $318,757	5,369 Added 44.43%	17,454 $1.02 Million
Q2 2025 Aug 14, 2025	BUY	$50.37 - $57.97 $41,857 - $48,173	831 Added 7.38%	12,085 $683,000
Q1 2025 Aug 25, 2025	SELL	$55.14 - $60.29 $32,753 - $35,812	-594 Reduced 4.92%	11,491 $661,000
Q1 2025 May 08, 2025	BUY	$55.14 - $60.29 $33,635 - $36,776	610 Added 5.73%	11,254 $648,000
Q4 2024 Feb 14, 2025	BUY	$55.97 - $62.75 $174,010 - $195,089	3,109 Added 41.26%	10,644 $610,000
Q3 2024 Nov 14, 2024	BUY	$53.07 - $62.66 $399,882 - $472,143	7,535 New	7,535 $463,000

Others Institutions Holding USRT

# of Institutions

409

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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Coastal Bridge Advisors, LLC Ishares Core U.S. Reit ETF Transaction History