A detailed history of Iron Horse Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 189 shares of USRT stock, worth $11,595. This represents 0.0% of its overall portfolio holdings.

Number of Shares
189
Previous 189 -0.0%
Holding current value
$11,595
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$51.33 - $54.81 $564 - $602
-11 Reduced 5.5%
189 $10,000
Q3 2023

Oct 18, 2023

SELL
$46.6 - $53.94 $93 - $107
-2 Reduced 0.99%
200 $9,000
Q2 2023

Aug 01, 2023

SELL
$48.03 - $51.41 $55,042 - $58,915
-1,146 Reduced 85.01%
202 $10,000
Q1 2023

May 01, 2023

SELL
$46.44 - $56.28 $650 - $787
-14 Reduced 1.03%
1,348 $67,000
Q4 2022

Jan 19, 2023

BUY
$45.62 - $52.68 $56,340 - $65,059
1,235 Added 972.44%
1,362 $67,000
Q3 2022

Oct 12, 2022

SELL
$46.9 - $60.04 $85,498 - $109,452
-1,823 Reduced 93.49%
127 $6,000
Q2 2022

Aug 04, 2022

SELL
$51.03 - $67.01 $1,173 - $1,541
-23 Reduced 1.17%
1,950 $104,000
Q1 2022

Apr 11, 2022

SELL
$59.52 - $67.43 $1,130 - $1,281
-19 Reduced 0.95%
1,973 $128,000
Q4 2021

Jan 19, 2022

SELL
$59.13 - $67.59 $591 - $675
-10 Reduced 0.5%
1,992 $135,000
Q3 2021

Oct 06, 2021

SELL
$58.62 - $63.49 $8,968 - $9,713
-153 Reduced 7.1%
2,002 $117,000
Q2 2021

Jul 23, 2021

SELL
$53.47 - $60.43 $3,261 - $3,686
-61 Reduced 2.75%
2,155 $126,000
Q1 2021

Apr 13, 2021

SELL
$46.55 - $53.75 $29,373 - $33,916
-631 Reduced 22.16%
2,216 $116,000
Q4 2020

Jan 14, 2021

BUY
$42.35 - $49.02 $120,570 - $139,559
2,847 New
2,847 $138,000

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.