Spartan Planning & Wealth Management Ishares Core U.S. Reit ETF Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 113,143 shares of USRT stock, worth $6.06 Million. This represents 6.85% of its overall portfolio holdings.
Number of Shares
113,143
Previous 26,173
332.29%
Holding current value
$6.06 Million
Previous $1.23 Million
397.73%
% of portfolio
6.85%
Previous 1.47%
Shares
6 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$144 Million0.0% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA2.6MShares$139 Million0.19% of portfolio
-
Us Bancorp \De\2.35MShares$126 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO1.03MShares$55.4 Million0.06% of portfolio
-
Morgan Stanley New York, NY843KShares$45.2 Million0.0% of portfolio