Wrenne Financial Planning LLC Ishares Core U.S. Reit ETF Transaction History

Wrenne Financial Planning LLC

$214 Billion
Q2 2025

A detailed history of Wrenne Financial Planning LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 7,709 shares of USRT stock, worth $431,395. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,709

Previous 4,951 55.71%

Holding current value

$431,395

Previous $285 Million 52.89%

% of portfolio

0.2%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$50.37 - $57.97 $138,920 - $159,881	2,758 Added 55.71%	7,709 $436 Million
Q1 2025 May 13, 2025	BUY	$55.14 - $60.29 $21,008 - $22,970	381 Added 8.34%	4,951 $285 Million
Q4 2024 Feb 10, 2025	SELL	$55.97 - $62.75 $44,160 - $49,509	-789 Reduced 14.72%	4,570 $262 Million
Q3 2024 Nov 12, 2024	SELL	$53.07 - $62.66 $2,069 - $2,443	-39 Reduced 0.72%	5,359 $330 Million
Q2 2024 Aug 07, 2024	BUY	$49.35 - $53.7 $3,207 - $3,490	65 Added 1.22%	5,398 $289 Million
Q1 2024 May 13, 2024	BUY	$51.33 - $54.81 $273,742 - $292,301	5,333 New	5,333 $287 Million
Q4 2023 Jul 11, 2024	BUY	$44.09 - $55.2 $345,753 - $432,878	7,842 Added 147.05%	13,175 $715 Million

Others Institutions Holding USRT

# of Institutions

402

Shares Held

33.2M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wrenne Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wrenne Financial Planning LLC with notifications on news.

Account

Wrenne Financial Planning LLC Ishares Core U.S. Reit ETF Transaction History