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

Spartan Planning & Wealth Management

$112 Million
Q2 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 23,279 shares of USRT stock, worth $1.37 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

23,279

Previous 60,091 61.26%

Holding current value

$1.37 Million

Previous $3.43 Million 61.59%

% of portfolio

1.18%

Previous 3.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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

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