Landmark Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History

Landmark Wealth Management, LLC

$227 Million
Q1 2025

A detailed history of Landmark Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 6,825 shares of USRT stock, worth $386,704. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,825

Previous 6,620 3.1%

Holding current value

$386,704

Previous $379,000 3.69%

% of portfolio

0.17%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$55.14 - $60.29 $11,303 - $12,359	205 Added 3.1%	6,825 $393,000
Q4 2024 Jan 22, 2025	BUY	$55.97 - $62.75 $11,809 - $13,240	211 Added 3.29%	6,620 $379,000
Q3 2024 Oct 30, 2024	BUY	$53.07 - $62.66 $340,125 - $401,587	6,409 New	6,409 $395,000
Q1 2024 Apr 24, 2024	BUY	$51.33 - $54.81 $17,965 - $19,183	350 Added 5.25%	7,013 $377,000
Q4 2023 Jan 22, 2024	BUY	$44.09 - $55.2 $33,640 - $42,117	763 Added 12.93%	6,663 $362,000
Q3 2023 Oct 13, 2023	BUY	$46.6 - $53.94 $274,940 - $318,246	5,900 New	5,900 $278,000
Q1 2023 Apr 17, 2023	BUY	$46.44 - $56.28 $223,933 - $271,382	4,822 New	4,822 $243,000
Q2 2022 Jul 21, 2022	SELL	$51.03 - $67.01 $228,512 - $300,070	-4,478 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$59.52 - $67.43 $266,530 - $301,951	4,478 New	4,478 $0

Others Institutions Holding USRT

# of Institutions

418

Shares Held

33.8M

Call Options Held

200

Put Options Held

100

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

More about USRT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Account

Landmark Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History