Cascade Wealth Advisors, Inc Ishares Core U.S. Reit ETF Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 42,967 shares of USRT stock, worth $2.58 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
42,967
Previous 38,672 11.11%
Holding current value
$2.58 Million
Previous $2.38 Billion 3.42%
% of portfolio
1.67%
Previous 1.7%

Shares

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

Feb 05, 2025
BUY
$55.97 - $62.75 $240,391 - $269,511
4,295 Added 11.11%
42,967 $2.46 Billion
Q3 2024

Oct 15, 2024
BUY
$53.07 - $62.66 $24,465 - $28,886
461 Added 1.21%
38,672 $2.38 Billion
Q2 2024

Jul 26, 2024
BUY
$49.35 - $53.7 $288,549 - $313,983
5,847 Added 18.07%
38,211 $2.13 Billion
Q1 2024

Apr 15, 2024
BUY
$51.33 - $54.81 $1.66 Million - $1.77 Million
32,364 New
32,364 $1.66 Billion

Others Institutions Holding USRT

# of Institutions
400
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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