Values Added Financial LLC Ishares Core U.S. Reit ETF Transaction History
Values Added Financial LLC
- $128 Billion
- Q1 2024
A detailed history of Values Added Financial LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Values Added Financial LLC holds 5,522 shares of USRT stock, worth $295,537. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,522
Previous 5,712
3.33%
Holding current value
$295,537
Previous $310 Million
4.2%
% of portfolio
0.23%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding USRT
# of Institutions
351Shares 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$45.1 Million0.0% of portfolio