Better Money Decisions, LLC USRT Holdings History
Better Money Decisions, LLC's iShares Core U.S. REIT ETF Holding Summary
As of 2025-03-31, Better Money Decisions, LLC held 41,510.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $2.39 Mil. This investment constitutes 1.6% of their stock portfolio, and Better Money Decisions, LLC now holds 0.08% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2021Q1. And since then Better Money Decisions, LLC has made 4 purchases of USRT, at an average price of $57.76, for a total of 43,332.00 shares. In addition, there have been 2 sales at an average price of $59.14 for 1,822.00 shares. Based on historical transaction data and USRT's current price of $56.92, Better Money Decisions, LLC's estimated gain on his USRT holdings is $-32,268.17, reflecting a -1.29% gain to date.
Better Money Decisions, LLC USRT ($56.92) Holding Chart
Better Money Decisions, LLC USRT ($56.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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