Summit Financial Consulting LLC Ishares Core U.S. Reit ETF Transaction History

Summit Financial Consulting LLC

  • $111 Billion
  • Q2 2025

A detailed history of Summit Financial Consulting LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Summit Financial Consulting LLC holds 5,465 shares of USRT stock, worth $305,821. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,465
Previous 4,863 12.38%
Holding current value
$305,821
Previous $280 Million 10.35%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Jul 09, 2025
BUY
$50.37 - $57.97 $30,322 - $34,897
602 Added 12.38%
5,465 $309 Million
Q1 2025

Apr 29, 2025
BUY
$55.14 - $60.29 $268,145 - $293,190
4,863 New
4,863 $280 Million

Others Institutions Holding USRT

# of Institutions
411
Shares Held
33.8M
Call Options Held
200
Put Options Held
100
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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