Coastal Bridge Advisors, LLC Ishares Core U.S. Reit ETF Transaction History

Coastal Bridge Advisors, LLC

  • $345 Million
  • Q4 2024

A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 10,644 shares of USRT stock, worth $640,236. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,644
Previous 7,535 41.26%
Holding current value
$640,236
Previous $463,000 31.75%
% of portfolio
0.18%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$55.97 - $62.75 $174,010 - $195,089
3,109 Added 41.26%
10,644 $610,000
Q3 2024

Nov 14, 2024
BUY
$53.07 - $62.66 $399,882 - $472,143
7,535 New
7,535 $463,000

Others Institutions Holding USRT

# of Institutions
401
Shares Held
32.2M
Call Options Held
11.1K
Put Options Held
200
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
Track This Portfolio

Track Coastal Bridge Advisors, LLC Portfolio

Follow Coastal Bridge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastal Bridge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email