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iShares FTSE NAREIT Real Est 50 Ind shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 60k 54.29
2023-09-30 $3.3M 69k 47.18
2023-06-30 $3.6M 71k 51.41
2023-03-31 $3.4M 67k 50.40
2022-12-31 $3.5B 70M 49.45
2022-09-30 $4.2M 88k 47.50
2022-06-30 $5.5M 103k 53.40
2022-03-31 $7.8M 121k 64.65
2021-12-31 $8.2M 122k 67.59
2021-09-30 $7.4M 126k 58.65
2021-06-30 $6.7M 115k 58.34
2021-03-31 $5.7M 109k 52.40
2020-12-31 $4.8M 100k 48.41
2020-09-30 $4.1M 95k 43.74
2020-06-30 $3.8M 86k 43.48
2020-03-31 $2.8M 71k 39.17
2019-12-31 $2.9M 52k 54.59
2019-09-30 $2.8M 51k 55.55
2019-06-30 $2.7M 9.2k 290.41
2019-03-31 $985k 19k 51.72
2018-12-31 $901k 20k 44.85
2018-09-30 $1.0M 22k 48.37
2018-06-30 $1.1M 23k 49.40

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
DiMeo Schneider & Associates
CI Private Wealth
Bank of America Corporation
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HighTower Advisors
Advisory Alpha
HPM Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind