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

Mfa Wealth Advisors, LLC

$391 Million
Q4 2024

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 21,604 shares of USRT stock, worth $1.23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

21,604

Previous 22,074 2.13%

Holding current value

$1.23 Million

Previous $1.36 Million 8.9%

% of portfolio

0.32%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

402

Shares Held

32.2M

Call Options Held

11.1K

Put Options Held

200

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mfa Wealth Advisors, LLC with notifications on news.

Account

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