Yhb Investment Advisors, Inc. Ishares Core U.S. Reit ETF Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 9,533 shares of USRT stock, worth $561,684. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,533

Previous 6,349 50.15%

Holding current value

$561,684

Previous $390,000 40.0%

% of portfolio

0.05%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$55.97 - $62.75 $178,208 - $199,796	3,184 Added 50.15%	9,533 $546,000
Q3 2024 Oct 22, 2024	SELL	$53.07 - $62.66 $21,599 - $25,502	-407 Reduced 6.02%	6,349 $390,000
Q2 2024 Aug 01, 2024	SELL	$49.35 - $53.7 $10,758 - $11,706	-218 Reduced 3.13%	6,756 $361,000
Q1 2024 Aug 14, 2024	BUY	$51.33 - $54.81 $11,189 - $11,948	218 Added 3.23%	6,974 $375,000
Q1 2024 Apr 26, 2024	BUY	$51.33 - $54.81 $151,320 - $161,579	2,948 Added 73.22%	6,974 $375,000
Q4 2023 Jan 29, 2024	BUY	$44.09 - $55.2 $177,506 - $222,235	4,026 New	4,026 $218,000

Others Institutions Holding USRT

# of Institutions

396

Shares Held

32.1M

Call Options Held

11.1K

Put Options Held

200

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

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Yhb Investment Advisors, Inc. Ishares Core U.S. Reit ETF Transaction History