Cypress Point Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History

Cypress Point Wealth Management, LLC

  • $190 Million
  • Q2 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 4,633 shares of USRT stock, worth $281,964. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,633
Previous 4,633 -0.0%
Holding current value
$281,964
Previous $249,000 0.4%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$51.33 - $54.81 $106,150 - $113,347
-2,068 Reduced 30.86%
4,633 $249,000
Q4 2023

Jan 17, 2024
SELL
$44.09 - $55.2 $35,889 - $44,932
-814 Reduced 10.83%
6,701 $363,000
Q3 2023

Oct 31, 2023
SELL
$46.6 - $53.94 $83,460 - $96,606
-1,791 Reduced 19.25%
7,515 $354,000
Q2 2023

Jul 20, 2023
SELL
$48.03 - $51.41 $6,868 - $7,351
-143 Reduced 1.51%
9,306 $478,000
Q4 2022

Feb 01, 2023
BUY
$45.62 - $52.68 $431,063 - $497,773
9,449 New
9,449 $467,000

Others Institutions Holding USRT

# of Institutions
338
Shares Held
31.8M
Call Options Held
1.6K
Put Options Held
0
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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