A detailed history of Visionary Wealth Advisors transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 72,308 shares of USRT stock, worth $4.11 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
72,308
Previous 72,674 0.5%
Holding current value
$4.11 Million
Previous $3.89 Million 14.39%
% of portfolio
0.28%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$53.07 - $62.66 $19,423 - $22,933
-366 Reduced 0.5%
72,308 $4.45 Million
Q2 2024

Aug 13, 2024

BUY
$49.35 - $53.7 $146,569 - $159,489
2,970 Added 4.26%
72,674 $3.89 Million
Q1 2024

May 15, 2024

SELL
$51.33 - $54.81 $79,818 - $85,229
-1,555 Reduced 2.18%
69,704 $3.75 Million
Q4 2023

Feb 14, 2024

BUY
$44.09 - $55.2 $107,535 - $134,632
2,439 Added 3.54%
71,259 $3.87 Million
Q3 2023

Nov 13, 2023

BUY
$46.6 - $53.94 $28,845 - $33,388
619 Added 0.91%
68,820 $3.25 Million
Q2 2023

Aug 11, 2023

BUY
$48.03 - $51.41 $32,132 - $34,393
669 Added 0.99%
68,201 $3.51 Million
Q1 2023

May 15, 2023

SELL
$46.44 - $56.28 $394,461 - $478,042
-8,494 Reduced 11.17%
67,532 $3.4 Million
Q4 2022

Feb 13, 2023

SELL
$45.62 - $52.68 $5,930 - $6,848
-130 Reduced 0.17%
76,026 $3.76 Million
Q3 2022

Nov 14, 2022

SELL
$46.9 - $60.04 $206,688 - $264,596
-4,407 Reduced 5.47%
76,156 $3.62 Million
Q2 2022

Aug 12, 2022

BUY
$51.03 - $67.01 $312,864 - $410,838
6,131 Added 8.24%
80,563 $4.3 Million
Q1 2022

May 12, 2022

BUY
$59.52 - $67.43 $4.43 Million - $5.02 Million
74,432 New
74,432 $4.81 Million

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors 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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.