Source Financial Advisors LLC Ishares Core U.S. Reit ETF Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 26,666 shares of USRT stock, worth $1.58 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
26,666
Previous 26,649 0.06%
Holding current value
$1.58 Million
Previous $1.43 Million 15.0%
% of portfolio
0.49%
Previous 0.44%

Shares

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

Nov 01, 2024
BUY
$53.07 - $62.66 $902 - $1,065
17 Added 0.06%
26,666 $1.64 Million
Q2 2024

Jul 17, 2024
BUY
$49.35 - $53.7 $71,261 - $77,542
1,444 Added 5.73%
26,649 $1.43 Million
Q1 2024

May 01, 2024
BUY
$51.33 - $54.81 $171,339 - $182,955
3,338 Added 15.27%
25,205 $1.36 Million
Q4 2023

Jan 11, 2024
BUY
$44.09 - $55.2 $44,090 - $55,200
1,000 Added 4.79%
21,867 $1.19 Million
Q3 2023

Oct 26, 2023
BUY
$46.6 - $53.94 $68,641 - $79,453
1,473 Added 7.6%
20,867 $984,000
Q2 2023

Jul 24, 2023
SELL
$48.03 - $51.41 $4,562 - $4,883
-95 Reduced 0.49%
19,394 $997,000
Q1 2023

Apr 20, 2023
BUY
$46.44 - $56.28 $38,498 - $46,656
829 Added 4.44%
19,489 $982,000
Q4 2022

Jan 31, 2023
BUY
$45.62 - $52.68 $22,946 - $26,498
503 Added 2.77%
18,660 $922,000
Q3 2022

Nov 14, 2022
BUY
$46.9 - $60.04 $851,563 - $1.09 Million
18,157 New
18,157 $862,000

Others Institutions Holding USRT

# of Institutions
356
Shares Held
31.6M
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
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