McCutchen Group LLC USRT Holdings History
McCutchen Group LLC's iShares Core U.S. REIT ETF Holding Summary
As of 2022-09-30, McCutchen Group LLC held 744,472.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $35.36 Mil. This investment constitutes 7.62% of their stock portfolio, and McCutchen Group LLC now holds 1.95% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2018Q4. And since then McCutchen Group LLC has made 13 purchases of USRT, at an average price of $49.83, for a total of 803,153.00 shares. In addition, there have been 3 sales at an average price of $58.18 for 58,681.00 shares. Based on historical transaction data and USRT's current price of $57.21, McCutchen Group LLC's estimated gain on his USRT holdings is $5.98 Mil, reflecting a 14.96% gain to date.
McCutchen Group LLC USRT ($57.21) Holding Chart
McCutchen Group LLC USRT ($57.21) 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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