Sage View Advisory Group, LLC Ishares Core U.S. Reit ETF Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,604 shares of USRT stock, worth $313,599. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,604

Previous 7,917 29.22%

Holding current value

$313,599

Previous $454 Million 28.85%

% of portfolio

0.01%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$55.14 - $60.29 $127,538 - $139,450	-2,313 Reduced 29.22%	5,604 $323 Million
Q4 2024 Feb 13, 2025	BUY	$55.97 - $62.75 $443,114 - $496,791	7,917 New	7,917 $454 Million
Q1 2024 May 08, 2024	BUY	$51.33 - $54.81 $842,479 - $899,596	16,413 Added 350.56%	21,095 $11.1 Billion
Q4 2023 Feb 09, 2024	BUY	$44.09 - $55.2 $206,429 - $258,446	4,682 New	4,682 $246 Million

Others Institutions Holding USRT

# of Institutions

411

Shares Held

33.8M

Call Options Held

200

Put Options Held

100

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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Ishares Core U.S. Reit ETF Transaction History