Bison Wealth, LLC Ishares Core U.S. Reit ETF Transaction History

Bison Wealth, LLC

$581 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$59.13 - $67.59 $6,445 - $7,367	-109 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$42.35 - $49.02 $4,616 - $5,343	109 New	109 $5,000

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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