Moneta Group Investment Advisors LLC Ishares Core U.S. Reit ETF Transaction History

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 25,608 shares of USRT stock, worth $1.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,608
Previous 34,921 26.67%
Holding current value
$1.48 Million
Previous $1.98 Million 23.9%
% of portfolio
0.01%
Previous 0.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$55.64 - $59.37 $518,175 - $552,912
-9,313 Reduced 26.67%
25,608 $1.5 Million
Q2 2025

Aug 14, 2025
SELL
$50.37 - $57.97 $103,359 - $118,954
-2,052 Reduced 5.55%
34,921 $1.98 Million
Q1 2025

May 15, 2025
SELL
$55.14 - $60.29 $71,406 - $78,075
-1,295 Reduced 3.38%
36,973 $2.13 Million
Q4 2024

Feb 11, 2025
SELL
$55.97 - $62.75 $213,301 - $239,140
-3,811 Reduced 9.06%
38,268 $2.19 Million
Q3 2024

Nov 12, 2024
SELL
$53.07 - $62.66 $353,074 - $416,876
-6,653 Reduced 13.65%
42,079 $2.59 Million
Q2 2024

Aug 13, 2024
SELL
$49.35 - $53.7 $175,834 - $191,333
-3,563 Reduced 6.81%
48,732 $2.61 Million
Q1 2024

Aug 13, 2024
SELL
$51.33 - $54.81 $405,712 - $433,218
-7,904 Reduced 13.13%
52,295 $2.81 Million
Q4 2023

Feb 15, 2024
SELL
$44.09 - $55.2 $393,547 - $492,715
-8,926 Reduced 12.91%
60,199 $3.27 Million
Q3 2023

Nov 15, 2023
SELL
$46.6 - $53.94 $73,581 - $85,171
-1,579 Reduced 2.23%
69,125 $3.26 Million
Q2 2023

Aug 15, 2023
BUY
$48.03 - $51.41 $162,773 - $174,228
3,389 Added 5.03%
70,704 $3.63 Million
Q1 2023

May 15, 2023
SELL
$46.44 - $56.28 $278,222 - $337,173
-5,991 Reduced 8.17%
67,315 $3.39 Million
Q4 2022

Feb 16, 2023
BUY
$45.62 - $52.68 $3.27 Million - $3.78 Million
71,724 Added 4533.75%
73,306 $3.62 Million
Q4 2022

Feb 16, 2023
SELL
$45.62 - $52.68 $3.18 Billion - $3.68 Billion
-69,784,202 Reduced 100.0%
1,582 $78,000
Q4 2022

Feb 15, 2023
BUY
$45.62 - $52.68 $3.18 Billion - $3.67 Billion
69,697,910 Added 79315.74%
69,785,784 $3.45 Billion
Q3 2022

Nov 14, 2022
SELL
$46.9 - $60.04 $730,326 - $934,942
-15,572 Reduced 15.05%
87,874 $4.17 Million
Q2 2022

Aug 15, 2022
SELL
$51.03 - $67.01 $876,338 - $1.15 Million
-17,173 Reduced 14.24%
103,446 $5.52 Million
Q1 2022

May 11, 2022
SELL
$59.52 - $67.43 $74,280 - $84,152
-1,248 Reduced 1.02%
120,619 $7.8 Million
Q4 2021

Feb 11, 2022
SELL
$59.13 - $67.59 $226,349 - $258,734
-3,828 Reduced 3.05%
121,867 $8.24 Million
Q3 2021

Nov 12, 2021
BUY
$58.62 - $63.49 $620,023 - $671,533
10,577 Added 9.19%
125,695 $7.37 Million
Q2 2021

Aug 13, 2021
BUY
$53.47 - $60.43 $322,637 - $364,634
6,034 Added 5.53%
115,118 $6.72 Million
Q1 2021

May 14, 2021
BUY
$46.55 - $53.75 $447,857 - $517,128
9,621 Added 9.67%
109,084 $5.72 Million
Q4 2020

Feb 12, 2021
BUY
$42.35 - $49.02 $206,710 - $239,266
4,881 Added 5.16%
99,463 $4.82 Million
Q3 2020

Nov 13, 2020
BUY
$42.01 - $46.49 $346,288 - $383,217
8,243 Added 9.55%
94,582 $4.14 Million
Q2 2020

Aug 12, 2020
BUY
$35.36 - $48.66 $555,081 - $763,864
15,698 Added 22.22%
86,339 $3.75 Million
Q1 2020

May 13, 2020
BUY
$32.36 - $58.18 $593,547 - $1.07 Million
18,342 Added 35.07%
70,641 $2.77 Million
Q4 2019

Feb 11, 2020
BUY
$52.69 - $56.7 $74,187 - $79,833
1,408 Added 2.77%
52,299 $2.86 Million
Q3 2019

Nov 12, 2019
BUY
$54.43 - $55.6 $1.99 Million - $2.04 Million
36,604 Added 256.2%
50,891 $2.83 Million
Q2 2019

Aug 16, 2019
BUY
N/A
5,100 Added 55.51%
14,287 $2.67 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-9,858 Reduced 51.76%
9,187 $2.67 Million
Q1 2019

May 15, 2019
SELL
N/A
-1,044 Reduced 5.2%
19,045 $985,000
Q4 2018

Feb 11, 2019
SELL
N/A
-1,493 Reduced 6.92%
20,089 $901,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1,028 Reduced 4.55%
21,582 $1.04 Million
Q2 2018

Aug 14, 2018
BUY
N/A
22,610 New
22,610 $1.12 Million

Others Institutions Holding USRT

# of Institutions
408
Shares Held
37M
Call Options Held
100
Put Options Held
0
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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