Avantax Planning Partners, Inc. Ishares Core U.S. Reit ETF Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 6,652 shares of USRT stock, worth $408,100. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,652
Previous 18,786 64.59%
Holding current value
$408,100
Previous $1.01 Million 59.34%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Nov 13, 2024
SELL
$53.07 - $62.66 $643,951 - $760,316
-12,134 Reduced 64.59%
6,652 $409,000
Q2 2024

Aug 09, 2024
SELL
$49.35 - $53.7 $2.27 Million - $2.47 Million
-45,995 Reduced 71.0%
18,786 $1.01 Million
Q1 2024

May 02, 2024
BUY
$51.33 - $54.81 $3.33 Million - $3.55 Million
64,781 New
64,781 $3.49 Million

Others Institutions Holding USRT

# of Institutions
376
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
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