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

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025

A detailed history of Naviter Wealth, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 30,446 shares of USRT stock, worth $1.78 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
30,446
Previous 40,346 24.54%
Holding current value
$1.78 Million
Previous $2.32 Million 25.87%
% of portfolio
0.22%
Previous 0.29%

Shares

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

Jul 28, 2025
SELL
$50.37 - $57.97 $498,663 - $573,903
-9,900 Reduced 24.54%
30,446 $1.72 Million
Q1 2025

Apr 25, 2025
BUY
$55.14 - $60.29 $465,933 - $509,450
8,450 Added 26.49%
40,346 $2.32 Million
Q4 2024

Feb 07, 2025
BUY
$55.97 - $62.75 $1.21 Million - $1.35 Million
21,559 Added 208.56%
31,896 $1.83 Million
Q3 2024

Oct 16, 2024
SELL
$53.07 - $62.66 $1.78 Million - $2.11 Million
-33,621 Reduced 76.48%
10,337 $636,000
Q2 2024

Aug 01, 2024
BUY
$49.35 - $53.7 $1.11 Million - $1.21 Million
22,574 Added 105.56%
43,958 $2.35 Million
Q1 2024

Apr 18, 2024
SELL
$51.33 - $54.81 $6.78 Million - $7.24 Million
-132,123 Reduced 86.07%
21,384 $1.15 Million
Q4 2023

Feb 05, 2024
BUY
$44.09 - $55.2 $3.64 Million - $4.56 Million
82,557 Added 116.36%
153,507 $8.33 Million
Q3 2023

Nov 14, 2023
BUY
$46.6 - $53.94 $998,265 - $1.16 Million
21,422 Added 43.25%
70,950 $3.35 Million
Q2 2023

Jul 20, 2023
BUY
$48.03 - $51.41 $1.25 Million - $1.33 Million
25,967 Added 110.21%
49,528 $2.55 Million
Q1 2023

Apr 12, 2023
SELL
$46.44 - $56.28 $938,784 - $1.14 Million
-20,215 Reduced 46.18%
23,561 $1.19 Million
Q4 2022

Jan 31, 2023
BUY
$45.62 - $52.68 $2 Million - $2.31 Million
43,776 New
43,776 $2.16 Million

Others Institutions Holding USRT

# of Institutions
403
Shares Held
35.5M
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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