Wealth Enhancement & Preservation Of Ga, LLC Ishares Core U.S. Reit ETF Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$32.36 - $58.18 $405,147 - $728,413	-12,520 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$52.69 - $56.7 $659,678 - $709,884	12,520 New	12,520 $663,000

Others Institutions Holding USRT

# of Institutions

406

Shares Held

35.5M

Call Options Held

100

Put Options Held

Black Rock Inc. New York, NY

2.92M
Shares

$173 Million
0.0% of portfolio
Us Bancorp \De\

2.85M
Shares

$169 Million
0.21% of portfolio
Northwestern Mutual Wealth Management CO

1.6M
Shares

$94.8 Million
0.07% of portfolio
Glenmede Investment Management, LP Philadelphia, PA

1.6M
Shares

$94.5 Million
0.46% of portfolio
Glenmede Trust CO Na Philadelphia, PA

1.57M
Shares

$93.1 Million
0.5% of portfolio

View Full List

About ISHARES CORE U.S. REIT ETF

Ticker USRT
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