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

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,351 shares of USRT stock, worth $254,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,351

Previous 4,280 1.66%

Holding current value

$254,011

Previous $246,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$50.37 - $57.97 $3,576 - $4,115	71 Added 1.66%	4,351 $246,000
Q1 2025 May 15, 2025	SELL	$55.14 - $60.29 $2,426 - $2,652	-44 Reduced 1.02%	4,280 $246,000
Q4 2024 Feb 13, 2025	BUY	$55.97 - $62.75 $50,540 - $56,663	903 Added 26.4%	4,324 $247,000
Q3 2024 Nov 14, 2024	SELL	$53.07 - $62.66 $58,695 - $69,301	-1,106 Reduced 24.43%	3,421 $210,000
Q2 2024 Aug 19, 2024	SELL	$49.35 - $53.7 $166,901 - $181,613	-3,382 Reduced 42.76%	4,527 $242,000
Q1 2024 May 14, 2024	SELL	$51.33 - $54.81 $465,922 - $497,510	-9,077 Reduced 53.44%	7,909 $425,000
Q4 2023 Feb 28, 2024	BUY	$44.09 - $55.2 $748,912 - $937,627	16,986 New	16,986 $922,000

Others Institutions Holding USRT

# of Institutions

403

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

More about USRT

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