Upper Left Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History

Upper Left Wealth Management, LLC

  • $112 Million
  • Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 4,786 shares of USRT stock, worth $284,719. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,786
Previous 4,838 1.07%
Holding current value
$284,719
Previous $297,000 7.74%
% of portfolio
0.25%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$55.97 - $62.75 $2,910 - $3,263
-52 Reduced 1.07%
4,786 $274,000
Q3 2024

Nov 13, 2024
SELL
$53.07 - $62.66 $1,379 - $1,629
-26 Reduced 0.53%
4,838 $297,000
Q2 2024

Jul 25, 2024
SELL
$49.35 - $53.7 $296 - $322
-6 Reduced 0.12%
4,864 $260,000
Q1 2024

Apr 23, 2024
SELL
$51.33 - $54.81 $32,132 - $34,311
-626 Reduced 11.39%
4,870 $262,000
Q4 2023

Jan 23, 2024
BUY
$44.09 - $55.2 $19,046 - $23,846
432 Added 8.53%
5,496 $298,000
Q3 2023

Oct 25, 2023
BUY
$46.6 - $53.94 $235,982 - $273,152
5,064 New
5,064 $238,000

Others Institutions Holding USRT

# of Institutions
397
Shares Held
32.1M
Call Options Held
11.1K
Put Options Held
200
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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