Sfg Wealth Management, Llc. Ishares Core U.S. Reit ETF Transaction History

Sfg Wealth Management, Llc.

  • $194 Million
  • Q1 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 7,890 shares of USRT stock, worth $451,229. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,890
Previous 3,784 108.51%
Holding current value
$451,229
Previous $216,000 110.19%
% of portfolio
0.23%
Previous 0.12%

Shares

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

Apr 23, 2025
BUY
$55.14 - $60.29 $226,404 - $247,550
4,106 Added 108.51%
7,890 $454,000
Q4 2024

Jan 16, 2025
BUY
$55.97 - $62.75 $211,790 - $237,446
3,784 New
3,784 $216,000

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
Track This Portfolio

Track Sfg Wealth Management, Llc. Portfolio

Follow Sfg Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email