Iag Wealth Partners, LLC Ishares Core U.S. Reit ETF Transaction History

Iag Wealth Partners, LLC

$570 Million
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	SELL	$46.9 - $60.04 $24,857 - $31,821	-530 Reduced 33.89%	1,034 $49,000
Q2 2022 Aug 03, 2022	SELL	$51.03 - $67.01 $1.14 Million - $1.49 Million	-22,281 Reduced 93.44%	1,564 $84,000
Q1 2022 May 04, 2022	SELL	$59.52 - $67.43 $22,677 - $25,690	-381 Reduced 1.57%	23,845 $1.54 Million
Q4 2021 Feb 14, 2022	SELL	$59.13 - $67.59 $1,241 - $1,419	-21 Reduced 0.09%	24,226 $1.64 Million
Q3 2021 Nov 04, 2021	SELL	$58.62 - $63.49 $5,275 - $5,714	-90 Reduced 0.37%	24,247 $1.42 Million
Q2 2021 Aug 04, 2021	SELL	$53.47 - $60.43 $107,581 - $121,585	-2,012 Reduced 7.64%	24,337 $1.42 Million
Q1 2021 Apr 29, 2021	BUY	$46.55 - $53.75 $192,623 - $222,417	4,138 Added 18.63%	26,349 $1.38 Million
Q4 2020 Feb 11, 2021	BUY	$42.35 - $49.02 $11,307 - $13,088	267 Added 1.22%	22,211 $1.08 Million
Q3 2020 Feb 11, 2021	BUY	$42.01 - $46.49 $229,038 - $253,463	5,452 Added 33.06%	21,944 $960,000
Q2 2020 Feb 11, 2021	SELL	$35.36 - $48.66 $481,037 - $661,970	-13,604 Reduced 45.2%	16,492 $718,000
Q1 2020 Feb 11, 2021	BUY	$32.36 - $58.18 $72,130 - $129,683	2,229 Added 8.0%	30,096 $1.18 Million
Q4 2019 Feb 11, 2021	BUY	$52.69 - $56.7 $1.47 Million - $1.58 Million	27,867 New	27,867 $1.52 Million

Others Institutions Holding USRT

# of Institutions

418

Shares Held

33.8M

Call Options Held

200

Put Options Held

100

About ISHARES CORE U.S. REIT ETF

Ticker USRT
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