Prosperity Planning, Inc. Ishares Core U.S. Reit ETF Transaction History

Prosperity Planning, Inc.

$357 Million
Q4 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 75,117 shares of USRT stock, worth $4.34 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

75,117

Previous 70,433 6.65%

Holding current value

$4.34 Million

Previous $4.14 Million 5.05%

% of portfolio

1.22%

Previous 1.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$56.64 - $59.67 $265,301 - $279,494	4,684 Added 6.65%	75,117 $4.34 Million
Q3 2025 Oct 09, 2025	BUY	$55.64 - $59.37 $161,077 - $171,876	2,895 Added 4.29%	70,433 $4.14 Million
Q2 2025 Jul 11, 2025	BUY	$50.37 - $57.97 $59,436 - $68,404	1,180 Added 1.78%	67,538 $3.82 Million
Q1 2025 Apr 10, 2025	SELL	$55.14 - $60.29 $6,451 - $7,053	-117 Reduced 0.18%	66,358 $3.78 Million
Q4 2024 Jan 16, 2025	BUY	$55.97 - $62.75 $39,570 - $44,364	707 Added 1.07%	66,475 $3.81 Million

Q3 2024 Oct 07, 2024	BUY	$53.07 - $62.66 $59,491 - $70,241	1,121 Added 1.73%	65,768 $4.05 Million
Q2 2024 Jul 23, 2024	BUY	$49.35 - $53.7 $110,938 - $120,717	2,248 Added 3.6%	64,647 $3.46 Million
Q1 2024 Apr 15, 2024	BUY	$51.33 - $54.81 $96,141 - $102,659	1,873 Added 3.09%	62,399 $3.36 Million
Q4 2023 Feb 05, 2024	SELL	$44.09 - $55.2 $8,333 - $10,432	-189 Reduced 0.31%	60,526 $3.29 Million
Q3 2023 Oct 24, 2023	BUY	$46.6 - $53.94 $39,749 - $46,010	853 Added 1.42%	60,715 $2.86 Million
Q2 2023 Jul 13, 2023	BUY	$48.03 - $51.41 $143,609 - $153,715	2,990 Added 5.26%	59,862 $3.08 Million
Q1 2023 Apr 13, 2023	BUY	$46.44 - $56.28 $182,880 - $221,630	3,938 Added 7.44%	56,872 $2.87 Million
Q3 2022 Oct 12, 2022	BUY	$46.9 - $60.04 $253,166 - $324,095	5,398 Added 11.36%	52,934 $2.51 Million
Q4 2021 Jan 21, 2022	BUY	$59.13 - $67.59 $128,193 - $146,535	2,168 Added 4.78%	47,536 $3.21 Million
Q3 2021 Oct 08, 2021	SELL	$58.62 - $63.49 $20,575 - $22,284	-351 Reduced 0.77%	45,368 $2.66 Million
Q2 2021 Jul 13, 2021	SELL	$53.47 - $60.43 $6,095 - $6,889	-114 Reduced 0.25%	45,719 $2.67 Million
Q1 2021 Apr 12, 2021	BUY	$46.55 - $53.75 $218,645 - $252,463	4,697 Added 11.42%	45,833 $2.4 Million
Q4 2020 Feb 01, 2021	BUY	$42.35 - $49.02 $1.74 Million - $2.02 Million	41,136 New	41,136 $1.99 Million

Others Institutions Holding USRT

# of Institutions

411

Shares Held

37.2M

Call Options Held

100

Put Options Held

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About ISHARES CORE U.S. REIT ETF

Ticker USRT
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Prosperity Planning, Inc. Ishares Core U.S. Reit ETF Transaction History