A detailed history of Capital Performance Advisors LLP transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Capital Performance Advisors LLP holds 68,507 shares of USRT stock, worth $4 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
68,507
Previous 59,137 15.84%
Holding current value
$4 Million
Previous $3.41 Million 13.74%
% of portfolio
0.77%
Previous 0.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$50.37 - $57.97 $471,966 - $543,178
9,370 Added 15.84%
68,507 $3.87 Million
Q1 2025

May 09, 2025

BUY
$55.14 - $60.29 $3.26 Million - $3.57 Million
59,137 New
59,137 $3.41 Million

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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