Prosperity Planning, Inc. Ishares Core U.S. Reit ETF Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 2024
A detailed history of Prosperity Planning, Inc. transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 64,647 shares of USRT stock, worth $3.89 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
64,647
Previous 62,399
3.6%
Holding current value
$3.89 Million
Previous $3.36 Million
3.13%
% of portfolio
1.19%
Previous 1.16%
Shares
12 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