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

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$51.33 - $54.81 $4,517 - $4,823
-88 Reduced 1.76%
4,919 $264,000
Q4 2023

Jan 29, 2024
SELL
$44.09 - $55.2 $26,101 - $32,678
-592 Reduced 10.57%
5,007 $271,000
Q2 2023

Aug 02, 2023
BUY
$48.03 - $51.41 $6,580 - $7,043
137 Added 2.51%
5,599 $287,000
Q1 2023

May 03, 2023
BUY
$46.44 - $56.28 $1,346 - $1,632
29 Added 0.53%
5,462 $275,000
Q4 2022

May 01, 2023
BUY
$45.62 - $52.68 $247,853 - $286,210
5,433 New
5,433 $268,000
Q2 2022

Aug 11, 2022
BUY
$51.03 - $67.01 $1,173 - $1,541
23 Added 0.5%
4,623 $247,000
Q1 2022

May 16, 2022
BUY
$59.52 - $67.43 $1,071 - $1,213
18 Added 0.39%
4,600 $297,000
Q4 2021

Feb 11, 2022
BUY
$59.13 - $67.59 $11,352 - $12,977
192 Added 4.37%
4,582 $310,000
Q3 2021

Nov 01, 2021
BUY
$58.62 - $63.49 $257,341 - $278,721
4,390 New
4,390 $257,000
Q3 2021

Oct 25, 2021
SELL
$58.62 - $63.49 $257,341 - $278,721
-4,390 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
$53.47 - $60.43 $234,733 - $265,287
4,390 New
4,390 $256,000

Others Institutions Holding USRT

# of Institutions
346
Shares Held
31.4M
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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