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

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,569 shares of USRT stock, worth $259,747. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,569
Previous 4,806 4.93%
Holding current value
$259,747
Previous $257 Million 9.29%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 28, 2024
SELL
$53.07 - $62.66 $12,577 - $14,850
-237 Reduced 4.93%
4,569 $281 Million
Q2 2024

Jul 30, 2024
BUY
$49.35 - $53.7 $4,688 - $5,101
95 Added 2.02%
4,806 $257 Million
Q1 2024

Apr 26, 2024
BUY
$51.33 - $54.81 $14,731 - $15,730
287 Added 6.49%
4,711 $253 Million
Q4 2023

Jan 31, 2024
BUY
$44.09 - $55.2 $195,054 - $244,204
4,424 New
4,424 $240 Million

Others Institutions Holding USRT

# of Institutions
377
Shares Held
30.8M
Call Options Held
1.6K
Put Options Held
400
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC 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 Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email