Trademark Financial Management, LLC Ishares Core U.S. Reit ETF Transaction History

Trademark Financial Management, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,477 shares of USRT stock, worth $201,074. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,477
Previous 16,324 78.7%
Holding current value
$201,074
Previous $923 Million 77.89%
% of portfolio
0.12%
Previous 0.56%

Shares

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

Oct 17, 2025
SELL
$55.64 - $59.37 $714,807 - $762,726
-12,847 Reduced 78.7%
3,477 $204 Million
Q2 2025

Jul 31, 2025
BUY
$50.37 - $57.97 $171,106 - $196,924
3,397 Added 26.28%
16,324 $923 Million
Q1 2025

Apr 25, 2025
BUY
$55.14 - $60.29 $95,061 - $103,939
1,724 Added 15.39%
12,927 $745 Million
Q4 2024

Jan 30, 2025
SELL
$55.97 - $62.75 $320,204 - $358,992
-5,721 Reduced 33.8%
11,203 $642 Million
Q3 2024

Oct 31, 2024
BUY
$53.07 - $62.66 $898,156 - $1.06 Million
16,924 New
16,924 $1.04 Billion

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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