Marshall Financial Group Inc Ishares Core U.S. Reit ETF Transaction History

Marshall Financial Group Inc

  • $303 Million
  • Q1 2024

A detailed history of Marshall Financial Group Inc transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 103,291 shares of USRT stock, worth $5.52 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
103,291
Previous 99,970 3.32%
Holding current value
$5.52 Million
Previous $5.43 Million 2.4%
% of portfolio
1.83%
Previous 1.94%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$51.33 - $54.81 $170,466 - $182,024
3,321 Added 3.32%
103,291 $5.56 Million
Q4 2023

Feb 07, 2024
SELL
$44.09 - $55.2 $26,101 - $32,678
-592 Reduced 0.59%
99,970 $5.43 Million
Q3 2023

Nov 02, 2023
BUY
$46.6 - $53.94 $400,806 - $463,937
8,601 Added 9.35%
100,562 $4.74 Million
Q2 2023

Aug 10, 2023
BUY
$48.03 - $51.41 $196,490 - $210,318
4,091 Added 4.66%
91,961 $4.73 Million
Q1 2023

May 02, 2023
BUY
$46.44 - $56.28 $482,465 - $584,692
10,389 Added 13.41%
87,870 $4.43 Million
Q4 2022

Feb 03, 2023
BUY
$48.53 - $52.68 $771,287 - $837,243
15,893 Added 25.81%
77,481 $3.83 Million
Q3 2022

Nov 14, 2022
BUY
N/A
5,172 Added 9.17%
61,588 $2.93 Million
Q2 2022

Aug 10, 2022
BUY
N/A
10,339 Added 22.44%
56,416 $3.01 Million
Q1 2022

May 10, 2022
BUY
N/A
3,959 Added 9.4%
46,077 $2.98 Million
Q4 2021

Feb 08, 2022
BUY
N/A
4,860 Added 13.04%
42,118 $2.85 Million
Q3 2021

Nov 15, 2021
BUY
N/A
6,581 Added 21.45%
37,258 $2.19 Million
Q2 2021

Jul 29, 2021
BUY
N/A
5,151 Added 20.18%
30,677 $1.79 Million
Q1 2021

May 10, 2021
BUY
N/A
569 Added 2.28%
25,526 $1.34 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-87 Reduced 0.35%
24,957 $1.21 Million
Q3 2020

Nov 10, 2020
SELL
N/A
-2,835 Reduced 10.17%
25,044 $1.1 Million
Q2 2020

Jul 27, 2020
BUY
N/A
785 Added 2.9%
27,879 $1.21 Million
Q1 2020

Apr 23, 2020
BUY
N/A
20,851 Added 333.99%
27,094 $1.06 Million
Q4 2019

Feb 05, 2020
BUY
N/A
1,375 Added 28.25%
6,243 $341,000
Q2 2019

Jul 23, 2019
BUY
N/A
8 Added 0.16%
4,868 $253,000
Q1 2019

Apr 26, 2019
BUY
N/A
10 Added 0.21%
4,860 $251,000
Q4 2018

Feb 11, 2019
BUY
N/A
4,850 New
4,850 $218,000

Others Institutions Holding USRT

# of Institutions
350
Shares Held
28M
Call Options Held
3.3K
Put Options Held
11.5K
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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