A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 6,535 shares of USRT stock, worth $399,549. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,535
Previous 12,422 47.39%
Holding current value
$399,549
Previous $668,000 47.6%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$49.35 - $53.7 $290,523 - $316,131
-5,887 Reduced 47.39%
6,535 $350,000
Q1 2024

May 06, 2024

SELL
$51.33 - $54.81 $139,566 - $149,028
-2,719 Reduced 17.96%
12,422 $668,000
Q4 2023

Feb 07, 2024

BUY
$44.09 - $55.2 $667,566 - $835,783
15,141 New
15,141 $822,000

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.