Halbert Hargrove Global Advisors’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $831K | Sell |
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|
2025
Q2 | $830K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $12.4M | Sell |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $11.8M | Sell |
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|
2023
Q1 | $11.9M | Sell |
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|
2022
Q4 | $13.2M | Sell |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $15.3M | Sell |
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|
2022
Q1 | $19M | Buy |
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|
2021
Q4 | $19.3M | Buy |
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|
2021
Q3 | $15.9M | Sell |
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|
2021
Q2 | $16.2M | Sell |
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|
2021
Q1 | $15M | Buy |
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|
2020
Q4 | $12.7M | Buy |
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|
2020
Q3 | $9.43M | Buy |
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|
2020
Q2 | $8.22M | Buy |
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|
2020
Q1 | $4.24M | Buy |
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|
2019
Q4 | $225K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.48M | Buy |
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|
2018
Q3 | $278K | Sell |
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|
2018
Q2 | $526K | Sell |
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|
2018
Q1 | $497K | Sell |
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|
2017
Q4 | $3.29M | Buy |
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|
2017
Q3 | $827K | Sell |
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|
2017
Q2 | $868K | Hold |
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|
2017
Q1 | $863K | Sell |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $894K | Hold |
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|
2016
Q2 | $911K | Sell |
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|
2016
Q1 | $865K | Sell |
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|
2015
Q4 | $2.65M | Buy |
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|
2015
Q3 | $1.54M | Hold |
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|
2015
Q2 | $1.52M | Buy |
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|
2015
Q1 | $1.7M | Sell |
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|
2014
Q4 | $1.76M | Buy |
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|
2014
Q3 | $1.48M | Buy |
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|
2014
Q2 | $1.53M | Buy |
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|
2014
Q1 | $1.44M | Buy |
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|
2013
Q4 | $1.33M | Buy |
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|
2013
Q3 | $1.36M | Sell |
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|
2013
Q2 | $1.42M | Buy |
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