Vital Stone Financial, LLC Ishares Core U.S. Reit ETF Transaction History

Vital Stone Financial, LLC

$141 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 15, 2023	SELL	$46.6 - $53.94 $6,990 - $8,091	-150 Reduced 49.83%	151 $7,000
Q4 2022 Jan 30, 2023	BUY	$45.62 - $52.68 $13,731 - $15,856	301 New	301 $15 Million

Others Institutions Holding USRT

# of Institutions

346

Shares Held

31.4M

Call Options Held

1.6K

Put Options Held

0

Black Rock Inc. New York, NY

2.92M
Shares

$181 Million
0.0% of portfolio
Us Bancorp \De\

2.65M
Shares

$164 Million
0.19% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.55M
Shares

$158 Million
0.03% of portfolio
Glenmede Trust CO Na Philadelphia, PA

1.72M
Shares

$106 Million
0.47% of portfolio
Trust CO Of Tennessee Knoxville, TN

1.14M
Shares

$70.5 Million
21.85% of portfolio

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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