Forvis Wealth Advisors, LLC Ishares Core U.S. Reit ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 171,686 shares of USRT stock, worth $10.3 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
171,686
Previous 270,822
36.61%
Holding current value
$10.3 Million
Previous $14.6 Million
36.89%
% of portfolio
0.23%
Previous 0.37%
Shares
12 transactions
Others Institutions Holding USRT
# of Institutions
337Shares Held
31.7MCall Options Held
1.6KPut Options Held
0-
Black Rock Inc. New York, NY2.92MShares$176 Million0.0% of portfolio
-
Us Bancorp \De\2.65MShares$160 Million0.19% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.55MShares$154 Million0.03% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.72MShares$104 Million0.47% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.14MShares$68.7 Million21.85% of portfolio