Dogwood Wealth Management LLC Ishares Core U.S. Reit ETF Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 46,355 shares of USRT stock, worth $2.76 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
46,355
Previous 50,036 7.36%
Holding current value
$2.76 Million
Previous $2.69 Billion 6.02%
% of portfolio
1.64%
Previous 1.82%

Shares

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

Feb 28, 2025
SELL
$53.07 - $62.66 $195,350 - $230,651
-3,681 Reduced 7.36%
46,355 $2.85 Billion
Q1 2024

Feb 28, 2025
BUY
$51.33 - $54.81 $101,838 - $108,743
1,984 Added 4.13%
50,036 $2.69 Billion
Q4 2023

Feb 28, 2025
BUY
$44.09 - $55.2 $2.12 Million - $2.65 Million
48,052 New
48,052 $2.61 Billion

Others Institutions Holding USRT

# of Institutions
398
Shares Held
32.1M
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
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