Larson Financial Group LLC Ishares Core U.S. Reit ETF Transaction History

Larson Financial Group LLC

$2.7 Billion
Q3 2025

A detailed history of Larson Financial Group LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Larson Financial Group LLC holds 66 shares of USRT stock, worth $3,816. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 155 57.42%

Holding current value

$3,816

Previous $8,000 62.5%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$55.64 - $59.37 $4,951 - $5,283	-89 Reduced 57.42%	66 $3,000
Q2 2025 Aug 08, 2025	BUY	$50.37 - $57.97 $4,634 - $5,333	92 Added 146.03%	155 $8,000
Q3 2024 Nov 12, 2024	BUY	$53.07 - $62.66 $1,008 - $1,190	19 Added 43.18%	63 $3,000
Q2 2024 Aug 02, 2024	BUY	$49.35 - $53.7 $2,171 - $2,362	44 New	44 $2,000
Q3 2023 Nov 03, 2023	SELL	$46.6 - $53.94 $113,238 - $131,074	-2,430 Reduced 93.39%	172 $8,000

Q2 2023 Aug 03, 2023	SELL	$48.03 - $51.41 $5,235 - $5,603	-109 Reduced 4.02%	2,602 $133,000
Q1 2023 May 04, 2023	BUY	$46.44 - $56.28 $125,713 - $152,349	2,707 Added 67675.0%	2,711 $136,000
Q4 2021 Feb 03, 2022	BUY	$59.13 - $67.59 $236 - $270	4 New	4 $0
Q2 2021 Aug 10, 2021	SELL	$53.47 - $60.43 $588 - $664	-11 Closed	0 $0
Q1 2021 May 06, 2021	SELL	$46.55 - $53.75 $46 - $53	-1 Reduced 8.33%	11 $1,000
Q4 2020 Jan 14, 2021	BUY	$42.35 - $49.02 $84 - $98	2 Added 20.0%	12 $1,000
Q3 2020 Oct 08, 2020	SELL	$42.01 - $46.49 $756 - $836	-18 Reduced 64.29%	10 $0
Q2 2020 Jul 10, 2020	SELL	$35.36 - $48.66 $884 - $1,216	-25 Reduced 47.17%	28 $1,000
Q1 2020 Apr 09, 2020	BUY	$32.36 - $58.18 $453 - $814	14 Added 35.9%	53 $2,000
Q4 2019 Jan 10, 2020	BUY	$52.69 - $56.7 $1,106 - $1,190	21 Added 116.67%	39 $2,000
Q3 2019 Oct 11, 2019	SELL	$54.43 - $55.6 $13,280 - $13,566	-244 Reduced 93.13%	18 $1,000
Q2 2019 Jul 16, 2019	BUY	N/A	13 Added 5.22%	262 $14,000
Q1 2019 Apr 05, 2019	BUY	N/A	249 New	249 $13,000

Others Institutions Holding USRT

# of Institutions

408

Shares Held

37M

Call Options Held

100

Put Options Held

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
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Larson Financial Group LLC Ishares Core U.S. Reit ETF Transaction History