Envision Financial LLC Ishares Core U.S. Reit ETF Transaction History

Envision Financial LLC

  • $189 Billion
  • Q4 2025

A detailed history of Envision Financial LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Envision Financial LLC holds 69,327 shares of USRT stock, worth $4.01 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
69,327
Previous 63,302 9.52%
Holding current value
$4.01 Million
Previous $3.72 Billion 6.24%
% of portfolio
2.09%
Previous 2.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$56.64 - $59.67 $341,256 - $359,511
6,025 Added 9.52%
69,327 $3.95 Billion
Q3 2025

Oct 10, 2025
BUY
$55.64 - $59.37 $722,596 - $771,038
12,987 Added 25.81%
63,302 $3.72 Billion
Q2 2025

Jul 10, 2025
BUY
$50.37 - $57.97 $52,737 - $60,694
1,047 Added 2.13%
50,315 $2.85 Billion
Q1 2025

Apr 22, 2025
BUY
$55.14 - $60.29 $1.35 Million - $1.47 Million
24,452 Added 98.53%
49,268 $2.84 Billion
Q4 2024

Jan 13, 2025
BUY
$55.97 - $62.75 $1.39 Million - $1.56 Million
24,816 New
24,816 $1.42 Billion

Others Institutions Holding USRT

# of Institutions
407
Shares Held
37M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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