Northern Oak Wealth Management Inc Ishares Core U.S. Reit ETF Transaction History

Northern Oak Wealth Management Inc

  • $839 Million
  • Q1 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 16,812 shares of USRT stock, worth $896,415. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,812
Previous 16,812 -0.0%
Holding current value
$896,415
Previous $912,000 0.88%
% of portfolio
0.11%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
SELL
$46.6 - $53.94 $4,799 - $5,555
-103 Reduced 0.61%
16,812 $793,000
Q2 2023

Jul 31, 2023
SELL
$48.03 - $51.41 $9,942 - $10,641
-207 Reduced 1.21%
16,915 $869,000
Q1 2023

May 09, 2023
SELL
$46.44 - $56.28 $150,790 - $182,741
-3,247 Reduced 15.94%
17,122 $862,000
Q4 2022

Feb 13, 2023
SELL
$48.53 - $52.68 $125,983 - $136,757
-2,596 Reduced 11.3%
20,369 $1.01 Million
Q2 2022

Aug 16, 2022
SELL
N/A
-921 Reduced 3.86%
22,965 $1.23 Million
Q3 2021

Nov 15, 2021
BUY
N/A
496 Added 2.12%
23,886 $1.4 Million
Q2 2021

Aug 17, 2021
BUY
N/A
4,599 Added 24.47%
23,390 $1.37 Million
Q1 2021

May 14, 2021
SELL
N/A
-1,640 Reduced 8.03%
18,791 $985,000
Q2 2020

Aug 17, 2020
BUY
N/A
1,303 Added 6.81%
20,431 $888,000
Q3 2019

Oct 31, 2019
SELL
N/A
-670 Reduced 3.38%
19,128 $0
Q2 2018

Aug 13, 2018
BUY
N/A
590 Added 3.07%
19,798 $0
Q1 2018

May 11, 2018
BUY
N/A
1,460 Added 8.23%
19,208 $0
Q4 2017

Feb 16, 2018
SELL
N/A
-530 Reduced 2.9%
17,748 $0
Q3 2017

Nov 15, 2017
BUY
N/A
18,278
18,278 $0

Others Institutions Holding USRT

# of Institutions
351
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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