Fonville Wealth Management LLC Ishares Core U.S. Reit ETF Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,536 shares of USRT stock, worth $266,263. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,536
Previous 4,569 0.72%
Holding current value
$266,263
Previous $281 Million 7.59%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$55.97 - $62.75 $1,847 - $2,070
-33 Reduced 0.72%
4,536 $260 Million
Q3 2024

Oct 28, 2024
SELL
$53.07 - $62.66 $12,577 - $14,850
-237 Reduced 4.93%
4,569 $281 Million
Q2 2024

Jul 30, 2024
BUY
$49.35 - $53.7 $4,688 - $5,101
95 Added 2.02%
4,806 $257 Million
Q1 2024

Apr 26, 2024
BUY
$51.33 - $54.81 $14,731 - $15,730
287 Added 6.49%
4,711 $253 Million
Q4 2023

Jan 31, 2024
BUY
$44.09 - $55.2 $195,054 - $244,204
4,424 New
4,424 $240 Million

Others Institutions Holding USRT

# of Institutions
395
Shares Held
32.1M
Call Options Held
1.6K
Put Options Held
0
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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