Topel & Distasi Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $191 Million
  • Q2 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 71,352 shares of USRT stock, worth $3.99 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
71,352
Previous 81,940 12.92%
Holding current value
$3.99 Million
Previous $4.72 Million 14.49%
% of portfolio
2.12%
Previous 2.2%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$50.37 - $57.97 $533,317 - $613,786
-10,588 Reduced 12.92%
71,352 $4.04 Million
Q1 2025

May 09, 2025
BUY
$55.14 - $60.29 $31,264 - $34,184
567 Added 0.7%
81,940 $4.72 Million
Q4 2024

Jan 30, 2025
BUY
$55.97 - $62.75 $36,436 - $40,850
651 Added 0.81%
81,373 $4.66 Million
Q3 2024

Nov 12, 2024
SELL
$53.07 - $62.66 $240,088 - $283,473
-4,524 Reduced 5.31%
80,722 $4.97 Million
Q2 2024

Aug 09, 2024
BUY
$49.35 - $53.7 $49,201 - $53,538
997 Added 1.18%
85,246 $4.57 Million
Q1 2024

May 06, 2024
BUY
$51.33 - $54.81 $55,333 - $59,085
1,078 Added 1.3%
84,249 $4.53 Million
Q4 2023

Jan 12, 2024
BUY
$44.09 - $55.2 $65,782 - $82,358
1,492 Added 1.83%
83,171 $4.52 Million
Q3 2023

Nov 06, 2023
BUY
$46.6 - $53.94 $131,551 - $152,272
2,823 Added 3.58%
81,679 $3.85 Million
Q2 2023

Aug 07, 2023
BUY
$48.03 - $51.41 $29,874 - $31,977
622 Added 0.8%
78,856 $4.05 Million
Q1 2023

May 12, 2023
BUY
$46.44 - $56.28 $327,309 - $396,661
7,048 Added 9.9%
78,234 $3.94 Million
Q4 2022

Jan 31, 2023
BUY
$45.62 - $52.68 $4,379 - $5,057
96 Added 0.14%
71,186 $3.52 Million
Q3 2022

Nov 21, 2022
BUY
$46.9 - $60.04 $424,585 - $543,542
9,053 Added 14.59%
71,090 $3.6 Million
Q2 2022

Aug 05, 2022
BUY
$51.03 - $67.01 $40,619 - $53,339
796 Added 1.3%
62,037 $3.31 Million
Q1 2022

Apr 21, 2022
SELL
$59.52 - $67.43 $110,707 - $125,419
-1,860 Reduced 2.95%
61,241 $3.96 Million
Q4 2021

Feb 23, 2022
BUY
$59.13 - $67.59 $3.73 Million - $4.26 Million
63,101 New
63,101 $4.27 Million

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

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