Kestra Private Wealth Services, LLC Ishares Core U.S. Reit ETF Transaction History

Kestra Private Wealth Services, LLC

  • $7.43 Billion
  • Q4 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 11,516 shares of USRT stock, worth $665,970. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,516
Previous 10,092 14.11%
Holding current value
$665,970
Previous $592,000 12.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 29, 2026
BUY
$56.64 - $59.67 $80,655 - $84,970
1,424 Added 14.11%
11,516 $665,000
Q3 2025

Nov 14, 2025
SELL
$55.64 - $59.37 $6,064 - $6,471
-109 Reduced 1.07%
10,092 $592,000
Q2 2025

Aug 07, 2025
BUY
$50.37 - $57.97 $513,824 - $591,351
10,201 New
10,201 $576,000

Others Institutions Holding USRT

# of Institutions
415
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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