Heritage Financial Services, LLC Ishares Core U.S. Reit ETF Transaction History
Heritage Financial Services, LLC
- $678 Million
- Q2 2024
A detailed history of Heritage Financial Services, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 715,170 shares of USRT stock, worth $44.2 Million. This represents 5.65% of its overall portfolio holdings.
Number of Shares
715,170
Previous 664,356
7.65%
Holding current value
$44.2 Million
Previous $35.7 Million
7.17%
% of portfolio
5.65%
Previous 5.47%
Shares
11 transactions
Others Institutions Holding USRT
# of Institutions
346Shares Held
31.4MCall Options Held
1.6KPut Options Held
0-
Black Rock Inc. New York, NY2.92MShares$181 Million0.0% of portfolio
-
Us Bancorp \De\2.65MShares$164 Million0.19% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.55MShares$158 Million0.03% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.72MShares$106 Million0.47% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.14MShares$70.5 Million21.85% of portfolio