Brown Financial Advisory Ishares Core U.S. Reit ETF Transaction History
Brown Financial Advisory
- $129 Million
- Q1 2024
A detailed history of Brown Financial Advisory transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Brown Financial Advisory holds 26,140 shares of USRT stock, worth $1.41 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
26,140
Previous 26,364
0.85%
Holding current value
$1.41 Million
Previous $1.43 Million
1.75%
% of portfolio
1.09%
Previous 1.17%
Shares
13 transactions
Others Institutions Holding USRT
# of Institutions
351Shares Held
28MCall Options Held
3.3KPut Options Held
11.5K-
Black Rock Inc. New York, NY2.68MShares$145 Million0.0% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA2.6MShares$140 Million0.19% of portfolio
-
Us Bancorp \De\2.35MShares$127 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO1.03MShares$55.9 Million0.06% of portfolio
-
Morgan Stanley New York, NY843KShares$45.6 Million0.0% of portfolio