Intergy Private Wealth, LLC Ishares Core U.S. Reit ETF Transaction History

Intergy Private Wealth, LLC

  • $240 Million
  • Q2 2024

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 7,711 shares of USRT stock, worth $463,045. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,711
Previous 5,726 34.67%
Holding current value
$463,045
Previous $308,000 34.09%
% of portfolio
0.17%
Previous 0.13%

Shares

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

Jul 15, 2024
BUY
$49.35 - $53.7 $97,959 - $106,594
1,985 Added 34.67%
7,711 $413,000
Q4 2023

Jan 11, 2024
BUY
$44.09 - $55.2 $20,325 - $25,447
461 Added 8.76%
5,726 $310,000
Q3 2023

Oct 19, 2023
BUY
$46.6 - $53.94 $52,005 - $60,197
1,116 Added 26.9%
5,265 $248,000
Q2 2023

Aug 11, 2023
BUY
$48.03 - $51.41 $199,276 - $213,300
4,149 New
4,149 $213,000

Others Institutions Holding USRT

# of Institutions
337
Shares Held
31.7M
Call Options Held
1.6K
Put Options Held
0
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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