Topel & Distasi Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $203 Million
  • Q3 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 74,240 shares of USRT stock, worth $4.29 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
74,240
Previous 71,352 4.05%
Holding current value
$4.29 Million
Previous $4.04 Million 8.03%
% of portfolio
2.15%
Previous 2.12%

Shares

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

Nov 10, 2025
BUY
$55.64 - $59.37 $160,688 - $171,460
2,888 Added 4.05%
74,240 $4.36 Million
Q2 2025

Aug 07, 2025
SELL
$50.37 - $57.97 $533,317 - $613,786
-10,588 Reduced 12.92%
71,352 $4.04 Million
Q1 2025

May 09, 2025
BUY
$55.14 - $60.29 $31,264 - $34,184
567 Added 0.7%
81,940 $4.72 Million
Q4 2024

Jan 30, 2025
BUY
$55.97 - $62.75 $36,436 - $40,850
651 Added 0.81%
81,373 $4.66 Million
Q3 2024

Nov 12, 2024
SELL
$53.07 - $62.66 $240,088 - $283,473
-4,524 Reduced 5.31%
80,722 $4.97 Million
Q2 2024

Aug 09, 2024
BUY
$49.35 - $53.7 $49,201 - $53,538
997 Added 1.18%
85,246 $4.57 Million
Q1 2024

May 06, 2024
BUY
$51.33 - $54.81 $55,333 - $59,085
1,078 Added 1.3%
84,249 $4.53 Million
Q4 2023

Jan 12, 2024
BUY
$44.09 - $55.2 $65,782 - $82,358
1,492 Added 1.83%
83,171 $4.52 Million
Q3 2023

Nov 06, 2023
BUY
$46.6 - $53.94 $131,551 - $152,272
2,823 Added 3.58%
81,679 $3.85 Million
Q2 2023

Aug 07, 2023
BUY
$48.03 - $51.41 $29,874 - $31,977
622 Added 0.8%
78,856 $4.05 Million
Q1 2023

May 12, 2023
BUY
$46.44 - $56.28 $327,309 - $396,661
7,048 Added 9.9%
78,234 $3.94 Million
Q4 2022

Jan 31, 2023
BUY
$45.62 - $52.68 $4,379 - $5,057
96 Added 0.14%
71,186 $3.52 Million
Q3 2022

Nov 21, 2022
BUY
$46.9 - $60.04 $424,585 - $543,542
9,053 Added 14.59%
71,090 $3.6 Million
Q2 2022

Aug 05, 2022
BUY
$51.03 - $67.01 $40,619 - $53,339
796 Added 1.3%
62,037 $3.31 Million
Q1 2022

Apr 21, 2022
SELL
$59.52 - $67.43 $110,707 - $125,419
-1,860 Reduced 2.95%
61,241 $3.96 Million
Q4 2021

Feb 23, 2022
BUY
$59.13 - $67.59 $3.73 Million - $4.26 Million
63,101 New
63,101 $4.27 Million

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
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, 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 Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email