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

Merriman Wealth Management, LLC

$2.36 Billion
Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 109,016 shares of USRT stock, worth $6.53 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

109,016

Previous 112,890 3.43%

Holding current value

$6.53 Million

Previous $6.05 Million 11.02%

% of portfolio

0.28%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$53.07 - $62.66 $205,593 - $242,744	-3,874 Reduced 3.43%	109,016 $6.71 Million
Q2 2024 Aug 13, 2024	BUY	$49.35 - $53.7 $5.57 Million - $6.06 Million	112,890 New	112,890 $6.05 Million
Q2 2023 Aug 14, 2023	BUY	$48.03 - $51.41 $6.03 Million - $6.46 Million	125,631 New	125,631 $6.46 Million
Q2 2022 Jul 29, 2022	SELL	$51.03 - $67.01 $6.18 Million - $8.11 Million	-121,058 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$59.52 - $67.43 $419,616 - $475,381	-7,050 Reduced 5.5%	121,058 $7.83 Million
Q4 2021 Feb 01, 2022	BUY	$59.13 - $67.59 $7.58 Million - $8.66 Million	128,108 New	128,108 $8.66 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

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

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