A detailed history of Prosperity Planning, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 65,768 shares of USRT stock, worth $3.74 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
65,768
Previous 64,647 1.73%
Holding current value
$3.74 Million
Previous $3.46 Million 16.96%
% of portfolio
1.31%
Previous 1.19%

Shares

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

Oct 07, 2024

BUY
$53.07 - $62.66 $59,491 - $70,241
1,121 Added 1.73%
65,768 $4.05 Million
Q2 2024

Jul 23, 2024

BUY
$49.35 - $53.7 $110,938 - $120,717
2,248 Added 3.6%
64,647 $3.46 Million
Q1 2024

Apr 15, 2024

BUY
$51.33 - $54.81 $96,141 - $102,659
1,873 Added 3.09%
62,399 $3.36 Million
Q4 2023

Feb 05, 2024

SELL
$44.09 - $55.2 $8,333 - $10,432
-189 Reduced 0.31%
60,526 $3.29 Million
Q3 2023

Oct 24, 2023

BUY
$46.6 - $53.94 $39,749 - $46,010
853 Added 1.42%
60,715 $2.86 Million
Q2 2023

Jul 13, 2023

BUY
$48.03 - $51.41 $143,609 - $153,715
2,990 Added 5.26%
59,862 $3.08 Million
Q1 2023

Apr 13, 2023

BUY
$46.44 - $56.28 $182,880 - $221,630
3,938 Added 7.44%
56,872 $2.87 Million
Q3 2022

Oct 12, 2022

BUY
$46.9 - $60.04 $253,166 - $324,095
5,398 Added 11.36%
52,934 $2.51 Million
Q4 2021

Jan 21, 2022

BUY
$59.13 - $67.59 $128,193 - $146,535
2,168 Added 4.78%
47,536 $3.21 Million
Q3 2021

Oct 08, 2021

SELL
$58.62 - $63.49 $20,575 - $22,284
-351 Reduced 0.77%
45,368 $2.66 Million
Q2 2021

Jul 13, 2021

SELL
$53.47 - $60.43 $6,095 - $6,889
-114 Reduced 0.25%
45,719 $2.67 Million
Q1 2021

Apr 12, 2021

BUY
$46.55 - $53.75 $218,645 - $252,463
4,697 Added 11.42%
45,833 $2.4 Million
Q4 2020

Feb 01, 2021

BUY
$42.35 - $49.02 $1.74 Million - $2.02 Million
41,136 New
41,136 $1.99 Million

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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