Ritholtz Wealth Management Ishares Core U.S. Reit ETF Transaction History

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 5,363 shares of USRT stock, worth $306,709. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,363
Previous 5,344 0.36%
Holding current value
$306,709
Previous $306,000 0.33%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$55.14 - $60.29 $1,047 - $1,145
19 Added 0.36%
5,363 $305,000
Q3 2024

Oct 10, 2024
SELL
$53.07 - $62.66 $530 - $626
-10 Reduced 0.19%
5,344 $329,000
Q2 2024

Jul 31, 2024
SELL
$49.35 - $53.7 $140,943 - $153,367
-2,856 Reduced 34.79%
5,354 $286,000
Q1 2024

Apr 24, 2024
SELL
$51.33 - $54.81 $137,205 - $146,507
-2,673 Reduced 24.56%
8,210 $441,000
Q4 2023

Jan 18, 2024
BUY
$44.09 - $55.2 $3,439 - $4,305
78 Added 0.72%
10,883 $590,000
Q2 2023

Jul 14, 2023
SELL
$48.03 - $51.41 $72,285 - $77,372
-1,505 Reduced 12.23%
10,805 $555,000
Q1 2023

Apr 19, 2023
SELL
$46.44 - $56.28 $8,823 - $10,693
-190 Reduced 1.52%
12,310 $620,000
Q4 2022

Jan 18, 2023
SELL
$45.62 - $52.68 $2,281 - $2,634
-50 Reduced 0.4%
12,500 $0
Q3 2022

Oct 18, 2022
SELL
$46.9 - $60.04 $21,996 - $28,158
-469 Reduced 3.6%
12,550 $596,000
Q1 2022

Apr 14, 2022
SELL
$59.52 - $67.43 $41,425 - $46,931
-696 Reduced 5.07%
13,019 $842,000
Q4 2021

Jan 18, 2022
BUY
$59.13 - $67.59 $18,034 - $20,614
305 Added 2.27%
13,715 $927,000
Q4 2020

Jan 19, 2021
SELL
$42.35 - $49.02 $81,693 - $94,559
-1,929 Reduced 12.58%
13,410 $649,000
Q3 2020

Oct 23, 2020
SELL
$42.01 - $46.49 $10,712 - $11,854
-255 Reduced 1.64%
15,339 $671,000
Q2 2020

Jul 15, 2020
SELL
$35.36 - $48.66 $18,175 - $25,011
-514 Reduced 3.19%
15,594 $678,000
Q1 2020

Apr 09, 2020
SELL
$32.36 - $58.18 $137,497 - $247,206
-4,249 Reduced 20.87%
16,108 $631,000
Q4 2019

Jan 17, 2020
SELL
$52.69 - $56.7 $2,318 - $2,494
-44 Reduced 0.22%
20,357 $1.11 Million
Q3 2019

Oct 17, 2019
SELL
$54.43 - $55.6 $41,094 - $41,978
-755 Reduced 3.57%
20,401 $1.13 Million
Q2 2019

Jul 15, 2019
SELL
N/A
-5,038 Reduced 19.23%
21,156 $1.1 Million
Q1 2019

Apr 12, 2019
SELL
N/A
-71,703 Reduced 73.24%
26,194 $1.36 Million
Q4 2018

Jan 18, 2019
BUY
N/A
92,219 Added 1624.15%
97,897 $4.39 Million
Q3 2018

Oct 12, 2018
BUY
N/A
110 Added 1.98%
5,678 $275,000
Q2 2018

Jul 12, 2018
BUY
N/A
467 Added 9.16%
5,568 $274,000
Q1 2018

Apr 17, 2018
BUY
N/A
5,101 New
5,101 $230,000

Others Institutions Holding USRT

# of Institutions
416
Shares Held
33.7M
Call Options Held
200
Put Options Held
100
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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