Bartlett & Co. Wealth Management LLC Ishares Core U.S. Reit ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 670 shares of USRT stock, worth $38,431. This represents 0.0% of its overall portfolio holdings.

Number of Shares
670
Previous 390 71.79%
Holding current value
$38,431
Previous $20.9 Million 97.49%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$53.07 - $62.66 $14,859 - $17,544
280 Added 71.79%
670 $41.3 Million
Q1 2024

May 09, 2024
SELL
$51.33 - $54.81 $1,899 - $2,027
-37 Reduced 8.67%
390 $21 Million
Q4 2023

Feb 14, 2024
SELL
$44.09 - $55.2 $881 - $1,104
-20 Reduced 4.47%
427 $23.5 Million
Q3 2023

Feb 14, 2024
SELL
$46.6 - $53.94 $1,864 - $2,157
-40 Reduced 8.21%
447 $21.3 Million
Q2 2023

Feb 14, 2024
BUY
$48.03 - $51.41 $22,093 - $23,648
460 Added 1703.7%
487 $25 Million
Q3 2022

Feb 14, 2024
BUY
$46.9 - $60.04 $1,266 - $1,621
27 New
27 $1.28 Million

Others Institutions Holding USRT

# of Institutions
377
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 Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email