Spartan Planning & Wealth Management Ishares Core U.S. Reit ETF Transaction History

Spartan Planning & Wealth Management

$89.6 Million
Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 113,143 shares of USRT stock, worth $6.43 Million. This represents 6.85% of its overall portfolio holdings.

Number of Shares

113,143

Previous 26,173 332.29%

Holding current value

$6.43 Million

Previous $1.23 Million 397.73%

% of portfolio

6.85%

Previous 1.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Mar 12, 2024	BUY	$44.09 - $55.2 $3.83 Million - $4.8 Million	86,970 Added 332.29%	113,143 $6.14 Million
Q3 2023 Nov 17, 2023	BUY	$46.6 - $53.94 $129,920 - $150,384	2,788 Added 11.92%	26,173 $1.23 Million
Q4 2022 Feb 01, 2023	SELL	$45.62 - $52.68 $400,361 - $462,319	-8,776 Reduced 27.29%	23,385 $1.16 Million
Q3 2022 Nov 01, 2022	BUY	$46.9 - $60.04 $164,525 - $210,620	3,508 Added 12.24%	32,161 $1.53 Million
Q2 2022 Aug 10, 2022	SELL	$51.03 - $67.01 $3.35 Million - $4.41 Million	-65,737 Reduced 69.64%	28,653 $1.53 Million
Q1 2022 May 16, 2022	BUY	$59.52 - $67.43 $5.62 Million - $6.36 Million	94,390 New	94,390 $0

Others Institutions Holding USRT

# of Institutions

377

Shares Held

30.8M

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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Account

Spartan Planning & Wealth Management Ishares Core U.S. Reit ETF Transaction History