Peak Financial Management, Inc. Ishares Core U.S. Reit ETF Transaction History

Peak Financial Management, Inc.

$338 Million
Q2 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 94,718 shares of USRT stock, worth $5.3 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

94,718

Previous 93,278 1.54%

Holding current value

$5.3 Million

Previous $5.37 Million 0.28%

% of portfolio

1.58%

Previous 1.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$50.37 - $57.97 $72,532 - $83,476	1,440 Added 1.54%	94,718 $5.36 Million
Q1 2025 May 12, 2025	BUY	$55.14 - $60.29 $92,138 - $100,744	1,671 Added 1.82%	93,278 $5.37 Million
Q4 2024 Jan 21, 2025	BUY	$55.97 - $62.75 $45,223 - $50,702	808 Added 0.89%	91,607 $5.25 Million
Q3 2024 Oct 15, 2024	BUY	$53.07 - $62.66 $1,751 - $2,067	33 Added 0.04%	90,799 $5.59 Million
Q2 2024 Jul 22, 2024	BUY	$49.35 - $53.7 $50,337 - $54,774	1,020 Added 1.14%	90,766 $4.86 Million
Q1 2024 Apr 22, 2024	BUY	$51.33 - $54.81 $220,308 - $235,244	4,292 Added 5.02%	89,746 $4.83 Million
Q4 2023 Jan 18, 2024	BUY	$44.09 - $55.2 $163,882 - $205,178	3,717 Added 4.55%	85,454 $4.64 Million
Q3 2023 Oct 24, 2023	BUY	$46.6 - $53.94 $3 Million - $3.47 Million	64,383 Added 371.0%	81,737 $3.86 Million
Q2 2023 Jul 26, 2023	BUY	$48.03 - $51.41 $833,512 - $892,169	17,354 New	17,354 $892,000

Others Institutions Holding USRT

# of Institutions

408

Shares Held

33.3M

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

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Peak Financial Management, Inc. Ishares Core U.S. Reit ETF Transaction History