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

Cypress Point Wealth Management, LLC

$228 Million
Q3 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 4,397 shares of USRT stock, worth $264,171. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,397

Previous 4,633 5.09%

Holding current value

$264,171

Previous $248,000 8.87%

% of portfolio

0.12%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$53.07 - $62.66 $12,524 - $14,787	-236 Reduced 5.09%	4,397 $270,000
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

376

Shares Held

30.8M

Call Options Held

1.6K

Put Options Held

400

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

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