A detailed history of Center For Financial Planning, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,214 shares of USRT stock, worth $69,635. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,214
Previous 1,639 25.93%
Holding current value
$69,635
Previous $87,000 14.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

SELL
$53.07 - $62.66 $22,554 - $26,630
-425 Reduced 25.93%
1,214 $74,000
Q2 2024

Jul 18, 2024

SELL
$49.35 - $53.7 $10,412 - $11,330
-211 Reduced 11.41%
1,639 $87,000
Q2 2020

Aug 06, 2020

BUY
$35.36 - $48.66 $65,416 - $90,021
1,850 New
1,850 $80,000
Q1 2020

May 11, 2020

SELL
$32.36 - $58.18 $64,720 - $116,360
-2,000 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$52.69 - $56.7 $105,380 - $113,400
2,000 New
2,000 $109,000

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


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