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

Ivc Wealth Advisors LLC

  • $203 Million
  • Q2 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 3,574 shares of USRT stock, worth $205,862. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,574
Previous 4,665 23.39%
Holding current value
$205,862
Previous $266,000 24.06%
% of portfolio
0.1%
Previous 0.14%

Shares

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

Jul 22, 2025
SELL
$50.37 - $57.97 $54,953 - $63,245
-1,091 Reduced 23.39%
3,574 $202,000
Q1 2025

Apr 08, 2025
SELL
$55.14 - $60.29 $1,709 - $1,868
-31 Reduced 0.66%
4,665 $266,000
Q4 2024

Jan 17, 2025
BUY
$55.97 - $62.75 $54,290 - $60,867
970 Added 26.03%
4,696 $269,000
Q3 2024

Oct 24, 2024
SELL
$53.07 - $62.66 $8,491 - $10,025
-160 Reduced 4.12%
3,726 $229,000
Q2 2024

Jul 16, 2024
BUY
$49.35 - $53.7 $191,774 - $208,678
3,886 New
3,886 $208,000

Others Institutions Holding USRT

# of Institutions
415
Shares Held
33.7M
Call Options Held
200
Put Options Held
100
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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