One Ascent Financial Services LLC Ishares Core U.S. Reit ETF Transaction History

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of One Ascent Financial Services LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, One Ascent Financial Services LLC holds 4,962 shares of USRT stock, worth $291,517. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,962
Holding current value
$291,517
% of portfolio
0.02%

Shares

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

Feb 12, 2025
BUY
$55.97 - $62.75 $277,723 - $311,365
4,962 New
4,962 $284,000
Q1 2024

Apr 16, 2024
BUY
$51.33 - $54.81 $210,555 - $224,830
4,102 New
4,102 $221,000

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 One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email