Rodgers & Associates, LTD USRT Holdings History
Rodgers & Associates, LTD's iShares Core U.S. REIT ETF Holding Summary
As of 2025-03-31, Rodgers & Associates, LTD held 323,477.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $18.63 Mil. This investment constitutes 2.27% of their stock portfolio, and Rodgers & Associates, LTD now holds 0.64% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2020Q4. And since then Rodgers & Associates, LTD has made 13 purchases of USRT, at an average price of $52.95, for a total of 327,766.00 shares. In addition, there have been 4 sales at an average price of $60.87 for 4,289.00 shares. Based on historical transaction data and USRT's current price of $56.95, Rodgers & Associates, LTD's estimated gain on his USRT holdings is $1.33 Mil, reflecting a 7.66% gain to date.
Rodgers & Associates, LTD USRT ($56.95) Holding Chart
Rodgers & Associates, LTD USRT ($56.95) 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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