Td Private Client Wealth LLC Ishares Core U.S. Reit ETF Transaction History

Td Private Client Wealth LLC

$3.63 Trillion
Q1 2025

A detailed history of Td Private Client Wealth LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Td Private Client Wealth LLC holds 1,366 shares of USRT stock, worth $76,414. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,366

Previous 1,314 3.96%

Holding current value

$76,414

Previous $75.3 Million 4.48%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$55.14 - $60.29 $2,867 - $3,135	52 Added 3.96%	1,366 $78.7 Million
Q4 2024 Feb 11, 2025	BUY	$55.97 - $62.75 $73,544 - $82,453	1,314 New	1,314 $75.3 Million
Q1 2024 Aug 16, 2024	SELL	$51.33 - $54.81 $37,727 - $40,285	-735 Closed	0 $0
Q4 2023 Aug 16, 2024	BUY	$44.09 - $55.2 $32,406 - $40,572	735 New	735 $39.9 Million
Q3 2023 Aug 16, 2024	SELL	$46.6 - $53.94 $826,404 - $956,571	-17,734 Closed	0 $0
Q2 2023 Aug 16, 2024	SELL	$48.03 - $51.41 $223,483 - $239,210	-4,653 Reduced 20.78%	17,734 $912 Million
Q1 2023 Aug 16, 2024	SELL	$46.44 - $56.28 $50,062 - $60,669	-1,078 Reduced 4.59%	22,387 $1.13 Billion
Q4 2022 Aug 16, 2024	BUY	$45.62 - $52.68 $206,886 - $238,903	4,535 Added 23.96%	23,465 $1.16 Billion
Q3 2022 Aug 16, 2024	BUY	$46.9 - $60.04 $733,516 - $939,025	15,640 Added 475.38%	18,930 $899 Million
Q2 2022 Aug 16, 2024	BUY	$51.03 - $67.01 $58,633 - $76,994	1,149 Added 53.67%	3,290 $176 Million
Q4 2021 Aug 16, 2024	BUY	$59.13 - $67.59 $126,597 - $144,710	2,141 New	2,141 $145 Million

Others Institutions Holding USRT

# of Institutions

408

Shares Held

33.3M

Call Options Held

11.1K

Put Options Held

200

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About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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Td Private Client Wealth LLC Ishares Core U.S. Reit ETF Transaction History