Phillips Financial Management, LLC Ishares Core U.S. Reit ETF Transaction History
Phillips Financial Management, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 219,258 shares of USRT stock, worth $11.7 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
219,258
Previous 215,656
1.67%
Holding current value
$11.7 Million
Previous $11.7 Million
0.76%
% of portfolio
0.99%
Previous 1.03%
Shares
17 transactions
Others Institutions Holding USRT
# of Institutions
350Shares Held
28MCall Options Held
3.3KPut Options Held
11.5K-
Black Rock Inc. New York, NY2.68MShares$143 Million0.0% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA2.6MShares$139 Million0.19% of portfolio
-
Us Bancorp \De\2.35MShares$125 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO1.03MShares$55.3 Million0.06% of portfolio
-
Morgan Stanley New York, NY843KShares$45 Million0.0% of portfolio