Intergy Private Wealth, LLC Ishares Core U.S. Reit ETF Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 11,736 shares of USRT stock, worth $703,338. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,736
Previous 10,429
12.53%
Holding current value
$703,338
Previous $642,000
4.67%
% of portfolio
0.25%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding USRT
# of Institutions
400Shares Held
32.2MCall Options Held
11.1KPut Options Held
200-
Black Rock Inc. New York, NY2.92MShares$175 Million0.0% of portfolio
-
Us Bancorp \De\2.78MShares$166 Million0.21% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.58MShares$94.9 Million0.47% of portfolio
-
Northwestern Mutual Wealth Management CO1.32MShares$79.1 Million0.06% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.16MShares$69.7 Million22.2% of portfolio