Orba Wealth Advisors, L.L.C. Ishares Core U.S. Reit ETF Transaction History

Orba Wealth Advisors, L.L.C.

$191 Billion
Q4 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 4,820 shares of USRT stock, worth $277,150. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,820

Previous 5,169 6.75%

Holding current value

$277,150

Previous $318 Million 13.2%

% of portfolio

0.14%

Previous 0.16%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$55.97 - $62.75 $19,533 - $21,899	-349 Reduced 6.75%	4,820 $276 Million
Q3 2024 Oct 09, 2024	SELL	$53.07 - $62.66 $3,927 - $4,636	-74 Reduced 1.41%	5,169 $318 Million
Q2 2024 Jul 16, 2024	SELL	$49.35 - $53.7 $8,833 - $9,612	-179 Reduced 3.3%	5,243 $281 Million
Q4 2023 Feb 12, 2024	BUY	$44.09 - $55.2 $239,055 - $299,294	5,422 New	5,422 $294 Million

Others Institutions Holding USRT

# of Institutions

403

Shares Held

32.2M

Call Options Held

11.1K

Put Options Held

200

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

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Orba Wealth Advisors, L.L.C. Ishares Core U.S. Reit ETF Transaction History