Trademark Financial Management, LLC Ishares Core U.S. Reit ETF Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 2024

A detailed history of Trademark Financial Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 11,203 shares of USRT stock, worth $633,977. This represents 0.51% of its overall portfolio holdings.

Number of Shares
11,203
Previous 16,924 33.8%
Holding current value
$633,977
Previous $1.04 Billion 38.38%
% of portfolio
0.51%
Previous 0.83%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$55.97 - $62.75 $320,204 - $358,992
-5,721 Reduced 33.8%
11,203 $642 Million
Q3 2024

Oct 31, 2024
BUY
$53.07 - $62.66 $898,156 - $1.06 Million
16,924 New
16,924 $1.04 Billion

Others Institutions Holding USRT

# of Institutions
402
Shares Held
32.2M
Call Options Held
11.1K
Put Options Held
200
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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