Kovitz Investment Group Partners, LLC Ishares Core U.S. Reit ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 13,621 shares of USRT stock, worth $787,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,621
Previous 13,045 4.42%
Holding current value
$787,702
Previous $737,000 8.41%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
$55.64 - $59.37 $32,048 - $34,197
576 Added 4.42%
13,621 $799,000
Q1 2025

May 13, 2025
SELL
$55.14 - $60.29 $43,726 - $47,809
-793 Reduced 5.73%
13,045 $751,000
Q4 2024

Aug 25, 2025
BUY
$55.97 - $62.75 $44,384 - $49,760
793 Added 6.08%
13,838 $793,000
Q4 2024

Feb 14, 2025
SELL
$55.97 - $62.75 $84,066 - $94,250
-1,502 Reduced 9.79%
13,838 $793,000
Q3 2024

Nov 14, 2024
BUY
$53.07 - $62.66 $814,093 - $961,204
15,340 New
15,340 $944,000

Others Institutions Holding USRT

# of Institutions
408
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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