Envision Financial LLC Ishares Core U.S. Reit ETF Transaction History

Envision Financial LLC

  • $174 Billion
  • Q3 2025

A detailed history of Envision Financial LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Envision Financial LLC holds 63,302 shares of USRT stock, worth $3.7 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
63,302
Previous 50,315 25.81%
Holding current value
$3.7 Million
Previous $2.85 Billion 30.61%
% of portfolio
2.13%
Previous 1.9%

Shares

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

Oct 10, 2025
BUY
$55.64 - $59.37 $722,596 - $771,038
12,987 Added 25.81%
63,302 $3.72 Billion
Q2 2025

Jul 10, 2025
BUY
$50.37 - $57.97 $52,737 - $60,694
1,047 Added 2.13%
50,315 $2.85 Billion
Q1 2025

Apr 22, 2025
BUY
$55.14 - $60.29 $1.35 Million - $1.47 Million
24,452 Added 98.53%
49,268 $2.84 Billion
Q4 2024

Jan 13, 2025
BUY
$55.97 - $62.75 $1.39 Million - $1.56 Million
24,816 New
24,816 $1.42 Billion

Others Institutions Holding USRT

# of Institutions
403
Shares Held
35.5M
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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