A detailed history of Foresight Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Foresight Wealth Management, LLC holds 5,531 shares of USRT stock, worth $296,129. This represents 3.92% of its overall portfolio holdings.

Number of Shares
5,531
Previous 58,039 90.47%
Holding current value
$296,129
Previous $2.76 Million 9820.24%
% of portfolio
3.92%
Previous 0.63%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

SELL
$48.53 - $52.68 $2.55 Million - $2.77 Million
-52,508 Reduced 90.47%
5,531 $274 Million
Q3 2022

Nov 04, 2022

SELL
N/A
-1,909 Reduced 3.18%
58,039 $2.76 Million
Q2 2022

Jul 29, 2022

SELL
N/A
-511 Reduced 0.85%
59,948 $3.2 Million
Q1 2022

May 04, 2022

SELL
N/A
-920 Reduced 1.5%
60,459 $3.91 Million
Q4 2021

Feb 04, 2022

BUY
N/A
48 Added 0.08%
61,379 $4.15 Million
Q3 2021

Oct 21, 2021

SELL
N/A
-326 Reduced 0.53%
61,331 $3.6 Million
Q2 2021

Jul 19, 2021

SELL
N/A
-1,421 Reduced 2.25%
61,657 $3.6 Million
Q1 2021

May 04, 2021

BUY
N/A
828 Added 1.33%
63,078 $3.31 Million
Q4 2020

Feb 04, 2021

BUY
N/A
1,524 Added 2.51%
62,250 $3.01 Million
Q3 2020

Oct 19, 2020

BUY
N/A
3,258 Added 5.67%
60,726 $2.66 Million
Q2 2020

Jul 15, 2020

BUY
N/A
184 Added 0.32%
57,468 $2.5 Million
Q1 2020

Apr 15, 2020

BUY
N/A
1,445 Added 2.59%
57,284 $2.24 Million
Q4 2019

Jan 15, 2020

BUY
N/A
1,822 Added 3.37%
55,839 $3.05 Million
Q3 2019

Oct 25, 2019

BUY
N/A
225 Added 0.42%
54,017 $3 Million
Q2 2019

Jul 25, 2019

BUY
N/A
995 Added 1.88%
53,792 $2.8 Million
Q1 2019

May 07, 2019

BUY
N/A
10,404 Added 24.54%
52,797 $2.73 Million
Q4 2018

Feb 08, 2019

BUY
N/A
42,393 New
42,393 $1.9 Million

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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