Mps Loria Financial Planners, LLC Ishares Core U.S. Reit ETF Transaction History

Mps Loria Financial Planners, LLC

  • $367 Million
  • Q3 2025

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 246,711 shares of USRT stock, worth $14.3 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares
246,711
Previous 240,396 2.63%
Holding current value
$14.3 Million
Previous $13.6 Million 6.55%
% of portfolio
3.95%
Previous 4.06%

Shares

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

Oct 17, 2025
BUY
$55.64 - $59.37 $351,366 - $374,921
6,315 Added 2.63%
246,711 $14.5 Million
Q2 2025

Jul 29, 2025
SELL
$50.37 - $57.97 $372,687 - $428,920
-7,399 Reduced 2.99%
240,396 $13.6 Million
Q1 2025

Apr 22, 2025
BUY
$55.14 - $60.29 $13.7 Million - $14.9 Million
247,795 New
247,795 $14.3 Million

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
Track This Portfolio

Track Mps Loria Financial Planners, LLC Portfolio

Follow Mps Loria Financial Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email