Rockbridge Investment Management, Lcc Ishares Core U.S. Reit ETF Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 449,691 shares of USRT stock, worth $27.4 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
449,691
Previous 442,528
1.62%
Holding current value
$27.4 Million
Previous $23.8 Billion
1.17%
% of portfolio
3.41%
Previous 3.49%
Shares
17 transactions
Others Institutions Holding USRT
# of Institutions
338Shares Held
31.8MCall Options Held
1.6KPut Options Held
0-
Black Rock Inc. New York, NY2.92MShares$178 Million0.0% of portfolio
-
Us Bancorp \De\2.65MShares$161 Million0.19% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.55MShares$155 Million0.03% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.72MShares$105 Million0.47% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.14MShares$69.4 Million21.85% of portfolio