Kestra Investment Management, LLC Ishares Core U.S. Reit ETF Transaction History

Kestra Investment Management, LLC

  • $3.19 Trillion
  • Q2 2025

A detailed history of Kestra Investment Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Kestra Investment Management, LLC holds 226,036 shares of USRT stock, worth $13.2 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
226,036
Previous 226,036 -0.0%
Holding current value
$13.2 Million
Previous $13 Billion -0.0%
% of portfolio
0.41%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$50.37 - $57.97 $1.13 Million - $1.3 Million
22,459 Added 9.94%
248,495 $14.1 Billion
Q1 2025

May 16, 2025
BUY
$55.14 - $60.29 $22,993 - $25,140
417 Added 0.18%
226,036 $13 Billion
Q1 2025

May 15, 2025
BUY
$55.14 - $60.29 $12.4 Million - $13.6 Million
225,589 Added 751963.31%
225,619 $13 Billion
Q4 2024

Jan 31, 2025
SELL
$55.97 - $62.75 $30.7 Million - $34.4 Million
-548,837 Reduced 99.99%
30 $1.69 Million
Q3 2024

Nov 14, 2024
BUY
$53.07 - $62.66 $29.1 Million - $34.4 Million
548,867 New
548,867 $33.8 Billion

Others Institutions Holding USRT

# of Institutions
403
Shares Held
35.6M
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 Kestra Investment Management, LLC Portfolio

Follow Kestra Investment 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 Kestra Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email