Wrenne Financial Planning LLC Ishares Core U.S. Reit ETF Transaction History

Wrenne Financial Planning LLC

  • $176 Billion
  • Q4 2024

A detailed history of Wrenne Financial Planning LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 4,570 shares of USRT stock, worth $260,764. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,570
Previous 5,359 14.72%
Holding current value
$260,764
Previous $330 Million 20.63%
% of portfolio
0.15%
Previous 0.2%

Shares

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

Feb 10, 2025
SELL
$55.97 - $62.75 $44,160 - $49,509
-789 Reduced 14.72%
4,570 $262 Million
Q3 2024

Nov 12, 2024
SELL
$53.07 - $62.66 $2,069 - $2,443
-39 Reduced 0.72%
5,359 $330 Million
Q2 2024

Aug 07, 2024
BUY
$49.35 - $53.7 $3,207 - $3,490
65 Added 1.22%
5,398 $289 Million
Q1 2024

May 13, 2024
BUY
$51.33 - $54.81 $273,742 - $292,301
5,333 New
5,333 $287 Million
Q4 2023

Jul 11, 2024
BUY
$44.09 - $55.2 $345,753 - $432,878
7,842 Added 147.05%
13,175 $715 Million

Others Institutions Holding USRT

# of Institutions
403
Shares Held
32.2M
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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