Mbe Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 2024
A detailed history of Mbe Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 258,756 shares of USRT stock, worth $15.6 Million. This represents 8.68% of its overall portfolio holdings.
Number of Shares
258,756
Previous 241,642
7.08%
Holding current value
$15.6 Million
Previous $13 Million
6.6%
% of portfolio
8.68%
Previous 8.3%
Shares
14 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