Envestnet Portfolio Solutions, Inc. Ishares Core U.S. Reit ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$28 Billion
Q3 2024

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 11,466 shares of USRT stock, worth $655,855. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,466

Previous 6,535 75.46%

Holding current value

$655,855

Previous $350,000 101.43%

% of portfolio

0.0%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$53.07 - $62.66 $261,688 - $308,976	4,931 Added 75.46%	11,466 $705,000
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

# of Institutions

382

Shares Held

30.8M

Call Options Held

1.6K

Put Options Held

400

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About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Ishares Core U.S. Reit ETF Transaction History