Cascade Wealth Advisors, Inc Ishares Core U.S. Reit ETF Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 38,672 shares of USRT stock, worth $2.29 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
38,672
Previous 38,211 1.21%
Holding current value
$2.29 Million
Previous $2.13 Billion 12.01%
% of portfolio
1.7%
Previous 1.57%

Shares

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

Oct 15, 2024
BUY
$53.07 - $62.66 $24,465 - $28,886
461 Added 1.21%
38,672 $2.38 Billion
Q2 2024

Jul 26, 2024
BUY
$49.35 - $53.7 $288,549 - $313,983
5,847 Added 18.07%
38,211 $2.13 Billion
Q1 2024

Apr 15, 2024
BUY
$51.33 - $54.81 $1.66 Million - $1.77 Million
32,364 New
32,364 $1.66 Billion

Others Institutions Holding USRT

# of Institutions
377
Shares Held
30.8M
Call Options Held
1.6K
Put Options Held
400
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

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

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email