Strategic Financial Planning, Inc. Ishares Core U.S. Reit ETF Transaction History

Strategic Financial Planning, Inc.

$151 Million
Q3 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 17,774 shares of USRT stock, worth $1.08 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

17,774

Previous 18,052 1.54%

Holding current value

$1.08 Million

Previous $966,000 13.25%

% of portfolio

0.72%

Previous 0.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$53.07 - $62.66 $14,753 - $17,419	-278 Reduced 1.54%	17,774 $1.09 Million
Q2 2024 Aug 09, 2024	BUY	$49.35 - $53.7 $11,942 - $12,995	242 Added 1.36%	18,052 $966,000
Q1 2024 Apr 22, 2024	SELL	$51.33 - $54.81 $21,147 - $22,581	-412 Reduced 2.26%	17,810 $958,000
Q4 2023 Feb 12, 2024	BUY	$44.09 - $55.2 $803,407 - $1.01 Million	18,222 New	18,222 $989,000
Q2 2022 Aug 03, 2022	BUY	$51.03 - $67.01 $336,951 - $442,467	6,603 New	6,603 $353,000

Others Institutions Holding USRT

# of Institutions

376

Shares Held

30.8M

Call Options Held

1.6K

Put Options Held

400

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About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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Strategic Financial Planning, Inc. Ishares Core U.S. Reit ETF Transaction History