A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 92,963 shares of USRT stock, worth $5.33 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
92,963
Previous 184,253 49.55%
Holding current value
$5.33 Million
Previous $9.87 Million 42.0%
% of portfolio
2.58%
Previous 4.81%

Shares

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

Oct 16, 2024

SELL
$53.07 - $62.66 $4.84 Million - $5.72 Million
-91,290 Reduced 49.55%
92,963 $5.72 Million
Q2 2024

Oct 16, 2024

BUY
$49.35 - $53.7 $742,372 - $807,809
15,043 Added 8.89%
184,253 $9.87 Million
Q4 2023

Jan 09, 2024

SELL
$44.09 - $55.2 $1.24 Million - $1.56 Million
-28,219 Reduced 14.29%
169,210 $9.19 Million
Q3 2023

Oct 17, 2023

BUY
$46.6 - $53.94 $1.59 Million - $1.84 Million
34,156 Added 20.92%
197,429 $9.31 Million
Q2 2023

Jul 13, 2023

BUY
$48.03 - $51.41 $1.31 Million - $1.41 Million
27,372 Added 20.14%
163,273 $8.39 Million
Q4 2022

Jan 30, 2023

SELL
$45.62 - $52.68 $692,101 - $799,208
-15,171 Reduced 10.04%
135,901 $6.72 Million
Q3 2022

Oct 11, 2022

BUY
$46.9 - $60.04 $3,142 - $4,022
67 Added 0.04%
151,072 $7.18 Million
Q2 2022

Jul 29, 2022

BUY
$51.03 - $67.01 $1,275 - $1,675
25 Added 0.02%
151,005 $8.06 Million
Q2 2022

Jul 11, 2022

BUY
$51.03 - $67.01 $161,305 - $211,818
3,161 Added 2.14%
150,980 $8.06 Million
Q1 2022

Jul 29, 2022

BUY
$59.52 - $67.43 $1,488 - $1,685
25 Added 0.02%
147,819 $9.56 Million
Q1 2022

Apr 14, 2022

SELL
$59.52 - $67.43 $455,744 - $516,311
-7,657 Reduced 4.93%
147,794 $9.56 Million
Q4 2021

Jan 14, 2022

BUY
$59.13 - $67.59 $9.19 Million - $10.5 Million
155,451 New
155,451 $10.5 Million
Q2 2020

Jul 10, 2020

SELL
$35.36 - $48.66 $1.64 Million - $2.26 Million
-46,430 Closed
0 $0
Q1 2020

Apr 06, 2020

BUY
$32.36 - $58.18 $2,815 - $5,061
87 Added 0.19%
46,430 $1.82 Million
Q4 2019

Jan 14, 2020

BUY
$52.69 - $56.7 $103,377 - $111,245
1,962 Added 4.42%
46,343 $2.53 Million
Q3 2019

Oct 03, 2019

BUY
$54.43 - $55.6 $272 - $278
5 Added 0.01%
44,381 $2.47 Million
Q2 2019

Jul 08, 2019

BUY
N/A
895 Added 2.06%
44,376 $2.37 Million
Q1 2019

Apr 03, 2019

SELL
N/A
-1,219 Reduced 2.73%
43,481 $2.25 Million
Q4 2018

Feb 05, 2019

BUY
N/A
44,700 New
44,700 $2.01 Million

Others Institutions Holding USRT

About ISHARES CORE U.S. REIT ETF


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