Fonville Wealth Management LLC Ishares Core U.S. Reit ETF Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,569 shares of USRT stock, worth $272,860. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,569
Previous 4,806
4.93%
Holding current value
$272,860
Previous $257 Million
9.29%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding USRT
# of Institutions
358Shares Held
31.6MCall Options Held
1.6KPut Options Held
400-
Black Rock Inc. New York, NY2.92MShares$174 Million0.0% of portfolio
-
Us Bancorp \De\2.69MShares$161 Million0.21% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.55MShares$153 Million0.03% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.72MShares$103 Million0.47% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.14MShares$68.1 Million23.43% of portfolio