Spartan Planning & Wealth Management Ishares Core U.S. Reit ETF Transaction History

Spartan Planning & Wealth Management

$123 Million
Q3 2025

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 24,458 shares of USRT stock, worth $1.41 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

24,458

Previous 23,279 5.06%

Holding current value

$1.41 Million

Previous $1.32 Million 9.12%

% of portfolio

1.17%

Previous 1.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$55.64 - $59.37 $65,599 - $69,997	1,179 Added 5.06%	24,458 $1.44 Million
Q2 2025 Jul 17, 2025	SELL	$50.37 - $57.97 $1.85 Million - $2.13 Million	-36,812 Reduced 61.26%	23,279 $1.32 Million
Q1 2025 Apr 08, 2025	SELL	$55.14 - $60.29 $376,992 - $412,202	-6,837 Reduced 10.22%	60,091 $3.43 Million
Q4 2024 Jan 07, 2025	SELL	$55.97 - $62.75 $2.59 Million - $2.9 Million	-46,215 Reduced 40.85%	66,928 $3.84 Million
Q4 2023 Mar 12, 2024	BUY	$44.09 - $55.2 $3.83 Million - $4.8 Million	86,970 Added 332.29%	113,143 $6.14 Million
Q3 2023 Nov 17, 2023	BUY	$46.6 - $53.94 $129,920 - $150,384	2,788 Added 11.92%	26,173 $1.23 Million
Q4 2022 Feb 01, 2023	SELL	$45.62 - $52.68 $400,361 - $462,319	-8,776 Reduced 27.29%	23,385 $1.16 Million
Q3 2022 Nov 01, 2022	BUY	$46.9 - $60.04 $164,525 - $210,620	3,508 Added 12.24%	32,161 $1.53 Million
Q2 2022 Aug 10, 2022	SELL	$51.03 - $67.01 $3.35 Million - $4.41 Million	-65,737 Reduced 69.64%	28,653 $1.53 Million
Q1 2022 May 16, 2022	BUY	$59.52 - $67.43 $5.62 Million - $6.36 Million	94,390 New	94,390 $0

Others Institutions Holding USRT

# of Institutions

409

Shares Held

37M

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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Account

Spartan Planning & Wealth Management Ishares Core U.S. Reit ETF Transaction History