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

Seaside Wealth Management, Inc.

$280 Million
Q1 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 4,542 shares of USRT stock, worth $259,756. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,542

Previous 4,448 2.11%

Holding current value

$259,756

Previous $254,000 2.76%

% of portfolio

0.09%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

416

Shares Held

33.7M

Call Options Held

200

Put Options Held

100

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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