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

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 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 18,786 shares of USRT stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

18,786

Previous 64,781 71.0%

Holding current value

$1.16 Million

Previous $3.49 Million 71.13%

% of portfolio

0.03%

Previous 0.11%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

346

Shares Held

31.4M

Call Options Held

1.6K

Put Options Held

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

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