FIDUCIENT ADVISORS LLC USRT Holdings History
FIDUCIENT ADVISORS LLC's iShares Core U.S. REIT ETF Holding Summary
As of 2025-03-31, FIDUCIENT ADVISORS LLC held 413,510.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $23.82 Mil. This investment constitutes 2.98% of their stock portfolio, and FIDUCIENT ADVISORS LLC now holds 0.81% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2018Q2. And since then FIDUCIENT ADVISORS LLC has made 16 purchases of USRT, at an average price of $50.07, for a total of 2.39 Mil shares. In addition, there have been 12 sales at an average price of $55.41 for 1.97 Mil shares. Based on historical transaction data and USRT's current price of $58.02, FIDUCIENT ADVISORS LLC's estimated gain on his USRT holdings is $13.82 Mil, reflecting a 11.57% gain to date.
FIDUCIENT ADVISORS LLC USRT ($58.02) Holding Chart
FIDUCIENT ADVISORS LLC USRT ($58.02) 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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