Rtd Financial Advisors, Inc. Ishares Core U.S. Reit ETF Transaction History

Rtd Financial Advisors, Inc.

$779 Million
Q4 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 10,734 shares of USRT stock, worth $620,854. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,734

Previous 21,553 50.2%

Holding current value

$620,854

Previous $1.33 Million 53.65%

% of portfolio

0.08%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$55.97 - $62.75 $605,539 - $678,892	-10,819 Reduced 50.2%	10,734 $615,000
Q3 2024 Oct 30, 2024	SELL	$53.07 - $62.66 $63,524 - $75,004	-1,197 Reduced 5.26%	21,553 $1.33 Million
Q2 2024 Jul 22, 2024	SELL	$49.35 - $53.7 $173,415 - $188,701	-3,514 Reduced 13.38%	22,750 $1.22 Million
Q4 2023 Jan 17, 2024	BUY	$44.09 - $55.2 $33,772 - $42,283	766 Added 3.0%	26,264 $1.43 Million
Q3 2023 Oct 19, 2023	BUY	$46.6 - $53.94 $163,752 - $189,545	3,514 Added 15.98%	25,498 $1.2 Million
Q1 2023 Apr 18, 2023	BUY	$46.44 - $56.28 $338,268 - $409,943	7,284 Added 49.55%	21,984 $1.11 Million
Q4 2022 Jan 24, 2023	SELL	$45.62 - $52.68 $19,023 - $21,967	-417 Reduced 2.76%	14,700 $0
Q3 2022 Oct 12, 2022	SELL	$46.9 - $60.04 $156,927 - $200,893	-3,346 Reduced 18.12%	15,117 $718,000
Q2 2022 Jul 21, 2022	BUY	$51.03 - $67.01 $12,859 - $16,886	252 Added 1.38%	18,463 $986,000
Q1 2022 May 03, 2022	SELL	$59.52 - $67.43 $24,165 - $27,376	-406 Reduced 2.18%	18,211 $1.18 Million
Q4 2021 May 02, 2022	BUY	$59.13 - $67.59 $1.1 Million - $1.26 Million	18,617 New	18,617 $1.26 Million

Others Institutions Holding USRT

# of Institutions

386

Shares Held

30.5M

Call Options Held

1.6K

Put Options Held

400

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Account

Rtd Financial Advisors, Inc. Ishares Core U.S. Reit ETF Transaction History