A detailed history of Captrust Financial Advisors transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Captrust Financial Advisors holds 98,895 shares of USRT stock, worth $6.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
98,895
Previous 8,752 1029.97%
Holding current value
$6.07 Million
Previous $468,000 1200.85%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$53.07 - $62.66 $4.78 Million - $5.65 Million
90,143 Added 1029.97%
98,895 $6.09 Million
Q2 2024

Aug 14, 2024

BUY
$49.35 - $53.7 $431,911 - $469,982
8,752 New
8,752 $468,000
Q2 2022

Aug 23, 2022

SELL
$51.03 - $67.01 $40,824 - $53,608
-800 Reduced 25.35%
2,356 $126,000
Q2 2022

Aug 16, 2022

SELL
$51.03 - $67.01 $429,111 - $563,487
-8,409 Reduced 72.71%
3,156 $169,000
Q1 2022

May 16, 2022

BUY
$59.52 - $67.43 $253,555 - $287,251
4,260 Added 58.32%
11,565 $748,000
Q4 2021

Feb 14, 2022

BUY
$59.13 - $67.59 $25,958 - $29,672
439 Added 6.39%
7,305 $494,000
Q3 2021

Nov 16, 2021

BUY
$58.62 - $63.49 $382,261 - $414,018
6,521 Added 1890.14%
6,866 $403,000
Q1 2021

May 17, 2021

SELL
$46.55 - $53.75 $2,374 - $2,741
-51 Reduced 12.88%
345 $18,000
Q4 2020

Feb 16, 2021

BUY
$42.35 - $49.02 $16,770 - $19,411
396 New
396 $19,000
Q3 2020

Nov 17, 2020

SELL
$42.01 - $46.49 $332,047 - $367,456
-7,904 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$35.36 - $48.66 $20,933 - $28,806
-592 Reduced 6.97%
7,904 $352,000
Q1 2020

May 15, 2020

SELL
$32.36 - $58.18 $522,096 - $938,676
-16,134 Reduced 65.51%
8,496 $309,000
Q4 2019

Feb 14, 2020

SELL
$52.69 - $56.7 $596,292 - $641,673
-11,317 Reduced 31.48%
24,630 $1.32 Million
Q3 2019

Nov 14, 2019

BUY
$54.43 - $55.6 $94,980 - $97,022
1,745 Added 5.1%
35,947 $2 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-1,695 Reduced 4.72%
34,202 $1.78 Million
Q1 2019

May 15, 2019

BUY
N/A
27,325 Added 318.77%
35,897 $1.86 Million
Q4 2018

Feb 13, 2019

SELL
N/A
-17,309 Reduced 66.88%
8,572 $384,000
Q3 2018

Nov 15, 2018

BUY
N/A
25,881 New
25,881 $1.3 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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