A detailed history of Betterment LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Betterment LLC holds 9,647 shares of USRT stock, worth $531,935. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,647
Previous 9,711 0.66%
Holding current value
$531,935
Previous $520,000 14.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$53.07 - $62.66 $3,396 - $4,010
-64 Reduced 0.66%
9,647 $593,000
Q2 2024

Aug 14, 2024

BUY
$49.35 - $53.7 $122,338 - $133,122
2,479 Added 34.28%
9,711 $520,000
Q1 2024

May 10, 2024

SELL
$51.33 - $54.81 $6,980 - $7,454
-136 Reduced 1.85%
7,232 $389,000
Q4 2023

Feb 09, 2024

SELL
$44.09 - $55.2 $102,597 - $128,450
-2,327 Reduced 24.0%
7,368 $400,000
Q3 2023

Nov 09, 2023

BUY
$46.6 - $53.94 $136,398 - $157,882
2,927 Added 43.25%
9,695 $457,000
Q2 2023

Aug 07, 2023

BUY
$48.03 - $51.41 $111,285 - $119,116
2,317 Added 52.06%
6,768 $348,000
Q1 2023

May 15, 2023

BUY
$46.44 - $56.28 $13,839 - $16,771
298 Added 7.18%
4,451 $224,000
Q4 2022

Feb 13, 2023

BUY
$45.62 - $52.68 $189,459 - $218,780
4,153 New
4,153 $205,000

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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