Seaside Wealth Management, Inc. Ishares Core U.S. Reit ETF Transaction History

Seaside Wealth Management, Inc.

$313 Million
Q2 2025

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 6,748 shares of USRT stock, worth $390,304. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,748

Previous 4,542 48.57%

Holding current value

$390,304

Previous $261,000 45.98%

% of portfolio

0.12%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$50.37 - $57.97 $111,116 - $127,881	2,206 Added 48.57%	6,748 $381,000
Q1 2025 May 02, 2025	BUY	$55.14 - $60.29 $5,183 - $5,667	94 Added 2.11%	4,542 $261,000
Q4 2024 Jan 14, 2025	SELL	$55.97 - $62.75 $1,399 - $1,568	-25 Reduced 0.56%	4,448 $254,000
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

# of Institutions

406

Shares Held

35.5M

Call Options Held

100

Put Options Held

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 Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Account

Seaside Wealth Management, Inc. Ishares Core U.S. Reit ETF Transaction History