Geneos Wealth Management Inc. Ishares Core U.S. Reit ETF Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 37 shares of USRT stock, worth $2,160. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Holding current value
$2,160
% of portfolio
0.0%

Shares

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

Aug 18, 2025
BUY
$50.37 - $57.97 $1,863 - $2,144
37 New
37 $2,000
Q3 2023

Oct 11, 2023
BUY
$46.6 - $53.94 $1,258 - $1,456
27 New
27 $1,000
Q1 2023

Apr 25, 2023
BUY
$46.44 - $56.28 $46 - $56
1 Added 1.03%
98 $4,000
Q4 2022

Jan 30, 2023
BUY
$45.62 - $52.68 $4,425 - $5,109
97 New
97 $4,000
Q2 2022

Jul 22, 2022
SELL
$51.03 - $67.01 $151,457 - $198,885
-2,968 Reduced 95.59%
137 $0
Q1 2022

May 16, 2022
BUY
$59.52 - $67.43 $179,512 - $203,368
3,016 Added 3388.76%
3,105 $200,000
Q4 2018

Sep 07, 2021
SELL
N/A
-1,023 Reduced 92.0%
89 $3,000
Q3 2018

Sep 07, 2021
BUY
N/A
1,023 Added 1149.44%
1,112 $53,000
Q2 2018

Sep 07, 2021
SELL
N/A
-1,290 Reduced 93.55%
89 $4,000
Q1 2018

Sep 07, 2021
SELL
N/A
-225 Reduced 14.03%
1,379 $62,000
Q3 2017

Sep 07, 2021
SELL
N/A
-616 Reduced 27.75%
1,604 $79,000
Q2 2017

Sep 07, 2021
BUY
N/A
1,639 Added 282.1%
2,220 $109,000
Q4 2016

Sep 07, 2021
BUY
N/A
25 Added 4.5%
581 $28,000
Q3 2016

Sep 07, 2021
BUY
N/A
10 Added 1.83%
556 $28,000
Q2 2016

Sep 07, 2021
BUY
N/A
24 Added 4.6%
546 $28,000
Q1 2016

Sep 07, 2021
BUY
N/A
522
522 $25,000

Others Institutions Holding USRT

# of Institutions
404
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
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