Ever Source Wealth Advisors, LLC Ishares Core U.S. Reit ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	BUY	$46.6 - $53.94 $1,351 - $1,564	29 New	29 $1,000
Q1 2023 May 11, 2023	BUY	$46.44 - $56.28 $2,879 - $3,489	62 New	62 $3,000

Others Institutions Holding USRT

# of Institutions

338

Shares Held

31.8M

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

$107 Million
0.47% of portfolio
Trust CO Of Tennessee Knoxville, TN

1.14M
Shares

$70.7 Million
21.85% of portfolio

About ISHARES CORE U.S. REIT ETF

Ticker USRT
Sector ETFs
Industry ETFs

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