Peak Financial Management, Inc. Ishares Core U.S. Reit ETF Transaction History
Peak Financial Management, Inc.
- $359 Million
- Q3 2025
A detailed history of Peak Financial Management, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 97,038 shares of USRT stock, worth $5.61 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
97,038
Previous 94,718
2.45%
Holding current value
$5.61 Million
Previous $5.36 Million
6.37%
% of portfolio
1.59%
Previous 1.58%
Shares
10 transactions
Others Institutions Holding USRT
# of Institutions
409Shares Held
37MCall Options Held
100Put Options Held
0-
Black Rock Inc. New York, NY2.92MShares$169 Million0.0% of portfolio
-
Us Bancorp \De\2.85MShares$165 Million0.2% of portfolio
-
Northwestern Mutual Wealth Management CO1.75MShares$101 Million0.07% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA1.67MShares$96.8 Million0.49% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$91 Million0.5% of portfolio