Simplicity Wealth,Llc Ishares Core U.S. Reit ETF Transaction History

Simplicity Wealth,Llc

  • $4.32 Billion
  • Q2 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,812 shares of USRT stock, worth $651,314. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,812
Previous 37,143 70.89%
Holding current value
$651,314
Previous $2 Million 71.02%
% of portfolio
0.01%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$49.35 - $53.7 $1.3 Million - $1.41 Million
-26,331 Reduced 70.89%
10,812 $579,000
Q1 2024

Apr 24, 2024
BUY
$51.33 - $54.81 $1.91 Million - $2.04 Million
37,143 New
37,143 $2 Million
Q3 2022

Oct 12, 2022
BUY
N/A
207 Added 0.99%
21,126 $1 Million
Q2 2022

Jul 19, 2022
SELL
N/A
-13,705 Reduced 39.58%
20,919 $1.12 Million
Q1 2022

May 20, 2022
SELL
N/A
-39,096 Reduced 53.03%
34,624 $2.24 Million
Q4 2021

Feb 25, 2022
BUY
N/A
73,720 New
73,720 $4.98 Million

Others Institutions Holding USRT

# of Institutions
337
Shares Held
31.7M
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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