A detailed history of Seaside Wealth Management, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 4,473 shares of USRT stock, worth $264,577. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,473
Previous 4,473 -0.0%
Holding current value
$264,577
Previous $239,000 15.06%
% of portfolio
0.1%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$51.33 - $54.81 $102 - $109
-2 Reduced 0.04%
4,473 $240,000
Q4 2023

Jan 23, 2024

SELL
$44.09 - $55.2 $6,966 - $8,721
-158 Reduced 3.41%
4,475 $242,000
Q3 2023

Oct 13, 2023

BUY
$46.6 - $53.94 $6,710 - $7,767
144 Added 3.21%
4,633 $218,000
Q2 2023

Jul 17, 2023

BUY
$48.03 - $51.41 $4,034 - $4,318
84 Added 1.91%
4,489 $230,000
Q1 2023

May 09, 2023

SELL
$46.44 - $56.28 $16,950 - $20,542
-365 Reduced 7.65%
4,405 $222,000
Q4 2022

Feb 09, 2023

BUY
$45.62 - $52.68 $9,899 - $11,431
217 Added 4.77%
4,770 $235,000
Q3 2022

Nov 09, 2022

BUY
$46.9 - $60.04 $36,206 - $46,350
772 Added 20.42%
4,553 $227,000
Q2 2022

Aug 30, 2022

BUY
$51.03 - $67.01 $192,944 - $253,364
3,781 New
3,781 $222,000

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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