Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Core U.S. Reit ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$51.03 - $67.01 $162,887 - $213,895	-3,192 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$59.52 - $67.43 $189,987 - $215,236	3,192 New	3,192 $206,000

Others Institutions Holding USRT

# of Institutions

377

Shares Held

30.8M

Call Options Held

1.6K

Put Options Held

400

Black Rock Inc. New York, NY

2.92M
Shares

$166 Million
0.0% of portfolio
Us Bancorp \De\

2.69M
Shares

$153 Million
0.21% of portfolio
Glenmede Trust CO Na Philadelphia, PA

1.6M
Shares

$90.9 Million
0.48% of portfolio
Northwestern Mutual Wealth Management CO

1.21M
Shares

$68.9 Million
0.07% of portfolio
Trust CO Of Tennessee Knoxville, TN

1.14M
Shares

$64.9 Million
23.43% of portfolio

View Full List

About ISHARES CORE U.S. REIT ETF

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