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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 95,243 shares of USRT stock, worth $5.41 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
95,243
Previous 98,247 3.06%
Holding current value
$5.41 Million
Previous $5.26 Billion 11.44%
% of portfolio
0.36%
Previous 0.38%

Shares

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

Nov 05, 2024
SELL
$53.07 - $62.66 $159,422 - $188,230
-3,004 Reduced 3.06%
95,243 $5.86 Billion
Q2 2024

Aug 07, 2024
SELL
$49.35 - $53.7 $86,017 - $93,599
-1,743 Reduced 1.74%
98,247 $5.26 Billion
Q1 2024

May 13, 2024
SELL
$51.33 - $54.81 $100,504 - $107,317
-1,958 Reduced 1.92%
99,990 $5.2 Billion
Q4 2023

Feb 14, 2024
BUY
$44.09 - $55.2 $4.49 Million - $5.63 Million
101,948 New
101,948 $5.53 Billion

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
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