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

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 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 4,838 shares of USRT stock, worth $290,667. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,838
Previous 4,864 0.53%
Holding current value
$290,667
Previous $260,000 14.23%
% of portfolio
0.26%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
376
Shares Held
30.8M
Call Options Held
1.6K
Put Options Held
400
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email