Values Added Financial LLC Ishares Core U.S. Reit ETF Transaction History
Values Added Financial LLC
- $139 Billion
- Q2 2024
A detailed history of Values Added Financial LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Values Added Financial LLC holds 6,325 shares of USRT stock, worth $381,144. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,325
Previous 5,522
14.54%
Holding current value
$381,144
Previous $297 Million
14.03%
% of portfolio
0.24%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding USRT
# of Institutions
339Shares Held
31.9MCall Options Held
1.6KPut Options Held
0-
Black Rock Inc. New York, NY2.92MShares$176 Million0.0% of portfolio
-
Us Bancorp \De\2.65MShares$160 Million0.19% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.55MShares$154 Million0.03% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.72MShares$104 Million0.47% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.14MShares$68.7 Million21.85% of portfolio