Heritage Financial Services, LLC Ishares Core U.S. Reit ETF Transaction History
Heritage Financial Services, LLC
- $1.02 Billion
- Q2 2025
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 738,880 shares of USRT stock, worth $41.3 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
738,880
Previous 727,932
1.5%
Holding current value
$41.3 Million
Previous $41.9 Million
0.33%
% of portfolio
4.11%
Previous 4.23%
Shares
15 transactions
Others Institutions Holding USRT
# of Institutions
403Shares Held
35.3MCall Options Held
100Put Options Held
0-
Black Rock Inc. New York, NY2.92MShares$163 Million0.0% of portfolio
-
Us Bancorp \De\2.85MShares$160 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO1.6MShares$89.7 Million0.07% of portfolio
-
Glenmede Investment Management, LP Philadelphia, PA1.6MShares$89.4 Million0.46% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$88.1 Million0.5% of portfolio