Summit Financial Consulting LLC Ishares Core U.S. Reit ETF Transaction History

Summit Financial Consulting LLC

  • $125 Billion
  • Q3 2025

A detailed history of Summit Financial Consulting LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Summit Financial Consulting LLC holds 5,974 shares of USRT stock, worth $345,476. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,974
Previous 5,465 9.31%
Holding current value
$345,476
Previous $309 Million 13.49%
% of portfolio
0.28%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$55.64 - $59.37 $28,320 - $30,219
509 Added 9.31%
5,974 $351 Million
Q2 2025

Jul 09, 2025
BUY
$50.37 - $57.97 $30,322 - $34,897
602 Added 12.38%
5,465 $309 Million
Q1 2025

Apr 29, 2025
BUY
$55.14 - $60.29 $268,145 - $293,190
4,863 New
4,863 $280 Million

Others Institutions Holding USRT

# of Institutions
409
Shares Held
37M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
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