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

Mbe Wealth Management, LLC

  • $160 Million
  • Q2 2024

A detailed history of Mbe Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 258,756 shares of USRT stock, worth $15.6 Million. This represents 8.68% of its overall portfolio holdings.

Number of Shares
258,756
Previous 241,642 7.08%
Holding current value
$15.6 Million
Previous $13 Million 6.6%
% of portfolio
8.68%
Previous 8.3%

Shares

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

Jul 19, 2024
BUY
$49.35 - $53.7 $844,575 - $919,021
17,114 Added 7.08%
258,756 $13.9 Million
Q1 2024

Apr 22, 2024
BUY
$51.33 - $54.81 $252,492 - $269,610
4,919 Added 2.08%
241,642 $13 Million
Q4 2023

Jan 29, 2024
BUY
$44.09 - $55.2 $588,954 - $737,361
13,358 Added 5.98%
236,723 $12.9 Million
Q3 2023

Oct 16, 2023
BUY
$46.6 - $53.94 $40,542 - $46,927
870 Added 0.39%
223,365 $10.5 Million
Q2 2023

Jul 17, 2023
BUY
$48.03 - $51.41 $167,912 - $179,729
3,496 Added 1.6%
222,495 $11.4 Million
Q1 2023

Apr 20, 2023
BUY
$46.44 - $56.28 $1.46 Million - $1.77 Million
31,364 Added 16.72%
218,999 $11 Million
Q4 2022

Jan 17, 2023
BUY
$48.53 - $52.68 $1.86 Million - $2.02 Million
38,274 Added 25.63%
187,635 $0
Q3 2022

Oct 20, 2022
BUY
N/A
6,205 Added 4.33%
149,361 $7.1 Million
Q2 2022

Jul 19, 2022
BUY
N/A
1,131 Added 0.8%
143,156 $7.65 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-39,221 Reduced 21.64%
142,025 $9.18 Million
Q4 2021

Jan 19, 2022
BUY
N/A
3,065 Added 1.72%
181,246 $12.3 Million
Q3 2021

Oct 25, 2021
BUY
N/A
10,355 Added 6.17%
178,181 $10.5 Million
Q2 2021

Jul 19, 2021
BUY
N/A
155,310 Added 1240.89%
167,826 $9.79 Million
Q1 2021

Apr 26, 2021
BUY
N/A
12,516 New
12,516 $656,000

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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