Family Wealth Partners, LLC Ishares Core U.S. Reit ETF Transaction History

Family Wealth Partners, LLC

  • $267 Billion
  • Q3 2025

A detailed history of Family Wealth Partners, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 25,149 shares of USRT stock, worth $1.45 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
25,149
Previous 16,459 52.8%
Holding current value
$1.45 Million
Previous $931 Million 58.64%
% of portfolio
0.55%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$55.64 - $59.37 $483,511 - $515,925
8,690 Added 52.8%
25,149 $1.48 Billion
Q2 2025

Jul 14, 2025
BUY
$50.37 - $57.97 $408,500 - $470,136
8,110 Added 97.14%
16,459 $931 Million
Q1 2025

Apr 16, 2025
BUY
$55.14 - $60.29 $254,691 - $278,479
4,619 Added 123.83%
8,349 $481 Million
Q4 2024

Jan 14, 2025
BUY
$55.97 - $62.75 $208,768 - $234,057
3,730 New
3,730 $214 Million

Others Institutions Holding USRT

# of Institutions
409
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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