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

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 17,877 shares of USRT stock, worth $1.08 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

17,877

Previous 18,851 5.17%

Holding current value

$1.08 Million

Previous $1.01 Million 9.02%

% of portfolio

0.23%

Previous 0.23%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$53.07 - $62.66 $51,690 - $61,030	-974 Reduced 5.17%	17,877 $1.1 Million
Q2 2024 Jul 18, 2024	SELL	$49.35 - $53.7 $92,333 - $100,472	-1,871 Reduced 9.03%	18,851 $1.01 Million
Q1 2024 Apr 15, 2024	BUY	$51.33 - $54.81 $24,946 - $26,637	486 Added 2.4%	20,722 $1.11 Million
Q4 2023 Jan 10, 2024	BUY	$44.09 - $55.2 $8,068 - $10,101	183 Added 0.91%	20,236 $1.1 Million
Q3 2023 Oct 05, 2023	SELL	$46.6 - $53.94 $106,714 - $123,522	-2,290 Reduced 10.25%	20,053 $946,000
Q2 2023 Jul 13, 2023	SELL	$48.03 - $51.41 $188,709 - $201,989	-3,929 Reduced 14.96%	22,343 $1.15 Million
Q1 2023 Apr 06, 2023	SELL	$46.44 - $56.28 $109,319 - $132,483	-2,354 Reduced 8.22%	26,272 $1.32 Million
Q4 2022 Jan 20, 2023	SELL	$45.62 - $52.68 $186,996 - $215,935	-4,099 Reduced 12.53%	28,626 $0
Q3 2022 Oct 17, 2022	SELL	$46.9 - $60.04 $147,125 - $188,345	-3,137 Reduced 8.75%	32,725 $1.55 Million
Q2 2022 Jul 21, 2022	SELL	$51.03 - $67.01 $297,351 - $390,467	-5,827 Reduced 13.98%	35,862 $1.92 Million
Q1 2022 Apr 21, 2022	SELL	$59.52 - $67.43 $75,292 - $85,298	-1,265 Reduced 2.95%	41,689 $2.7 Million
Q4 2021 Jan 25, 2022	SELL	$59.13 - $67.59 $379,437 - $433,725	-6,417 Reduced 13.0%	42,954 $2.9 Million
Q3 2021 Oct 21, 2021	SELL	$58.62 - $63.49 $9.52 Million - $10.3 Million	-162,348 Reduced 76.68%	49,371 $2.9 Million
Q2 2021 Aug 02, 2021	BUY	$53.47 - $60.43 $995,450 - $1.13 Million	18,617 Added 9.64%	211,719 $12.4 Million
Q1 2021 Apr 28, 2021	BUY	$46.55 - $53.75 $388,273 - $448,328	8,341 Added 4.51%	193,102 $10.1 Million
Q4 2020 Jan 25, 2021	BUY	$42.35 - $49.02 $470,593 - $544,710	11,112 Added 6.4%	184,761 $8.94 Million
Q3 2020 Oct 20, 2020	BUY	$42.01 - $46.49 $193,834 - $214,504	4,614 Added 2.73%	173,649 $7.6 Million
Q2 2020 Jul 20, 2020	BUY	$35.36 - $48.66 $495,040 - $681,240	14,000 Added 9.03%	169,035 $7.35 Million
Q1 2020 Apr 21, 2020	BUY	$32.36 - $58.18 $410,357 - $737,780	12,681 Added 8.91%	155,035 $6.07 Million
Q4 2019 Jan 23, 2020	BUY	$52.69 - $56.7 $48,790 - $52,504	926 Added 0.65%	142,354 $7.77 Million
Q3 2019 Oct 17, 2019	BUY	$54.43 - $55.6 $1,905 - $1,946	35 Added 0.02%	141,428 $7.86 Million
Q2 2019 Jul 15, 2019	BUY	N/A	5,116 Added 3.75%	141,393 $7.36 Million
Q1 2019 Apr 16, 2019	BUY	N/A	8,500 Added 6.65%	136,277 $7.14 Million
Q4 2018 Jan 29, 2019	BUY	N/A	15,337 Added 13.64%	127,777 $5.73 Million
Q3 2018 Oct 17, 2018	BUY	N/A	11,325 Added 11.2%	112,440 $5.44 Million
Q2 2018 Jul 18, 2018	BUY	N/A	4,649 Added 4.82%	101,115 $4.97 Million
Q1 2018 Apr 20, 2018	BUY	N/A	70,544 Added 272.14%	96,466 $4.35 Million
Q4 2017 Mar 19, 2018	BUY	N/A	25,922	25,922 $1.29 Million

Others Institutions Holding USRT

# of Institutions

376

Shares Held

30.8M

Call Options Held

1.6K

Put Options Held

400

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 Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

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