Phillips Financial Management, LLC Ishares Core U.S. Reit ETF Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 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 182,023 shares of USRT stock, worth $10.9 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
182,023
Previous 218,128
16.55%
Holding current value
$10.9 Million
Previous $13.4 Million
22.33%
% of portfolio
0.85%
Previous 1.07%
Shares
20 transactions
Others Institutions Holding USRT
# of Institutions
401Shares Held
32.2MCall Options Held
11.1KPut Options Held
200-
Black Rock Inc. New York, NY2.92MShares$176 Million0.0% of portfolio
-
Us Bancorp \De\2.78MShares$167 Million0.21% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.58MShares$95.3 Million0.47% of portfolio
-
Northwestern Mutual Wealth Management CO1.32MShares$79.4 Million0.06% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.16MShares$70 Million22.2% of portfolio