Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Core U.S. Reit ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.75 Billion
  • Q2 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 154,836 shares of USRT stock, worth $9.04 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
154,836
Previous 119,083 30.02%
Holding current value
$9.04 Million
Previous $6.86 Million 27.67%
% of portfolio
0.32%
Previous 0.27%

Shares

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

Jul 16, 2025
BUY
$50.37 - $57.97 $1.8 Million - $2.07 Million
35,753 Added 30.02%
154,836 $8.76 Million
Q1 2025

Apr 21, 2025
BUY
$55.14 - $60.29 $6.44 Million - $7.04 Million
116,783 Added 5077.52%
119,083 $6.86 Million
Q4 2024

Jan 17, 2025
BUY
$55.97 - $62.75 $41,193 - $46,184
736 Added 47.06%
2,300 $131,000
Q3 2024

Nov 08, 2024
BUY
$53.07 - $62.66 $30,143 - $35,590
568 Added 57.03%
1,564 $96,000
Q2 2024

Aug 13, 2024
SELL
$49.35 - $53.7 $37,061 - $40,328
-751 Reduced 42.99%
996 $53,000
Q1 2024

Apr 30, 2024
BUY
$51.33 - $54.81 $32,851 - $35,078
640 Added 57.81%
1,747 $93,000
Q4 2023

Jan 30, 2024
SELL
$44.09 - $55.2 $16,798 - $21,031
-381 Reduced 25.6%
1,107 $60,000
Q3 2023

Oct 17, 2023
SELL
$46.6 - $53.94 $699 - $809
-15 Reduced 1.0%
1,488 $70,000
Q2 2023

Jul 19, 2023
BUY
$48.03 - $51.41 $2,689 - $2,878
56 Added 3.87%
1,503 $77,000
Q1 2023

May 10, 2023
BUY
$46.44 - $56.28 $510 - $619
11 Added 0.77%
1,447 $72,000
Q4 2022

Feb 14, 2023
BUY
$45.62 - $52.68 $1,277 - $1,475
28 Added 1.99%
1,436 $71,000
Q3 2022

Oct 26, 2022
SELL
$46.9 - $60.04 $375 - $480
-8 Reduced 0.56%
1,408 $66,000
Q2 2022

Aug 10, 2022
BUY
$51.03 - $67.01 $816 - $1,072
16 Added 1.14%
1,416 $75,000
Q1 2022

May 13, 2022
SELL
$59.52 - $67.43 $654 - $741
-11 Reduced 0.78%
1,400 $90,000
Q4 2021

Feb 14, 2022
SELL
$59.13 - $67.59 $5,144 - $5,880
-87 Reduced 5.81%
1,411 $95,000
Q3 2021

Nov 02, 2021
SELL
$58.62 - $63.49 $3,106 - $3,364
-53 Reduced 3.42%
1,498 $87,000
Q2 2021

Jul 27, 2021
BUY
$53.47 - $60.43 $106 - $120
2 Added 0.13%
1,551 $90,000
Q1 2021

May 11, 2021
SELL
$46.55 - $53.75 $4,887 - $5,643
-105 Reduced 6.35%
1,549 $81,000
Q4 2020

Feb 09, 2021
SELL
$42.35 - $49.02 $459,455 - $531,817
-10,849 Reduced 86.77%
1,654 $80,000
Q3 2020

Oct 20, 2020
SELL
$42.01 - $46.49 $6,679 - $7,391
-159 Reduced 1.26%
12,503 $546,000
Q2 2020

Jul 02, 2020
BUY
$35.36 - $48.66 $53,570 - $73,719
1,515 Added 13.59%
12,662 $0
Q1 2020

Apr 01, 2020
BUY
$32.36 - $58.18 $309,588 - $556,608
9,567 Added 605.51%
11,147 $0
Q4 2019

Feb 11, 2020
BUY
$52.69 - $56.7 $4,636 - $4,989
88 Added 5.9%
1,580 $0
Q3 2019

Oct 09, 2019
BUY
$54.43 - $55.6 $26,833 - $27,410
493 Added 49.35%
1,492 $0
Q2 2019

Aug 14, 2019
BUY
N/A
477 Added 91.38%
999 $52,000
Q1 2019

May 08, 2019
BUY
N/A
71 Added 15.74%
522 $27,000
Q4 2018

Feb 13, 2019
BUY
N/A
370 Added 456.79%
451 $20,000
Q2 2018

Aug 16, 2018
BUY
N/A
81 New
81 $4,000

Others Institutions Holding USRT

# of Institutions
404
Shares Held
35.6M
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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