Envestnet Portfolio Solutions, Inc. Ishares Core U.S. Reit ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 10,264 shares of USRT stock, worth $603,010. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,264
Previous 11,466 10.48%
Holding current value
$603,010
Previous $705,000 16.6%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
SELL
$55.97 - $62.75 $67,275 - $75,425
-1,202 Reduced 10.48%
10,264 $588,000
Q3 2024

Oct 31, 2024
BUY
$53.07 - $62.66 $261,688 - $308,976
4,931 Added 75.46%
11,466 $705,000
Q2 2024

Jul 16, 2024
SELL
$49.35 - $53.7 $290,523 - $316,131
-5,887 Reduced 47.39%
6,535 $350,000
Q1 2024

May 06, 2024
SELL
$51.33 - $54.81 $139,566 - $149,028
-2,719 Reduced 17.96%
12,422 $668,000
Q4 2023

Feb 07, 2024
BUY
$44.09 - $55.2 $667,566 - $835,783
15,141 New
15,141 $822,000

Others Institutions Holding USRT

# of Institutions
397
Shares Held
32.1M
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email