Congress Wealth Management LLC Ishares Core U.S. Reit ETF Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 82,443 shares of USRT stock, worth $5.02 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
82,443
Previous 87,459
5.74%
Holding current value
$5.02 Million
Previous $4.71 Million
6.16%
% of portfolio
0.07%
Previous 0.08%
Shares
11 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