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

Mfa Wealth Advisors, LLC

$455 Million
Q4 2025

A detailed history of Mfa Wealth Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 12,421 shares of USRT stock, worth $718,306. This represents 0.16% of its overall portfolio holdings.

Number of Shares

12,421

Previous 19,625 36.71%

Holding current value

$718,306

Previous $1.15 Million 37.67%

% of portfolio

0.16%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$56.64 - $59.67 $408,034 - $429,862	-7,204 Reduced 36.71%	12,421 $718,000
Q3 2025 Oct 20, 2025	BUY	$55.64 - $59.37 $13,631 - $14,545	245 Added 1.26%	19,625 $1.15 Million
Q2 2025 Jul 14, 2025	SELL	$50.37 - $57.97 $104,920 - $120,751	-2,083 Reduced 9.71%	19,380 $1.1 Million
Q1 2025 Apr 21, 2025	SELL	$55.14 - $60.29 $7,774 - $8,500	-141 Reduced 0.65%	21,463 $1.24 Million
Q4 2024 Jan 28, 2025	SELL	$55.97 - $62.75 $26,305 - $29,492	-470 Reduced 2.13%	21,604 $1.24 Million

Q3 2024 Oct 22, 2024	SELL	$53.07 - $62.66 $58,270 - $68,800	-1,098 Reduced 4.74%	22,074 $1.36 Million
Q2 2024 Jul 22, 2024	BUY	$49.35 - $53.7 $64,747 - $70,454	1,312 Added 6.0%	23,172 $1.24 Million
Q1 2024 Apr 24, 2024	BUY	$51.33 - $54.81 $7,032 - $7,508	137 Added 0.63%	21,860 $1.18 Million
Q4 2023 Feb 14, 2024	SELL	$44.09 - $55.2 $1,058 - $1,324	-24 Reduced 0.11%	21,723 $1.18 Million
Q3 2023 Nov 13, 2023	BUY	$46.6 - $53.94 $1.01 Million - $1.17 Million	21,747 New	21,747 $1.03 Million

Others Institutions Holding USRT

# of Institutions

411

Shares Held

37.2M

Call Options Held

100

Put Options Held

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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