Wealthspire Advisors, LLC Ishares Core U.S. Reit ETF Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,290 shares of USRT stock, worth $297,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,290

Holding current value

$297,827

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$53.07 - $62.66 $280,740 - $331,471	5,290 New	5,290 $325,000

Others Institutions Holding USRT

# of Institutions

378

Shares Held

30.8M

Call Options Held

1.6K

Put Options Held

400

Black Rock Inc. New York, NY

2.92M
Shares

$164 Million
0.0% of portfolio
Us Bancorp \De\

2.69M
Shares

$151 Million
0.21% of portfolio
Glenmede Trust CO Na Philadelphia, PA

1.6M
Shares

$90 Million
0.48% of portfolio
Northwestern Mutual Wealth Management CO

1.21M
Shares

$68.2 Million
0.07% of portfolio
Trust CO Of Tennessee Knoxville, TN

1.14M
Shares

$64.2 Million
23.43% of portfolio

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

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Wealthspire Advisors, LLC Ishares Core U.S. Reit ETF Transaction History