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iShares Dow Jones US Real Estate shares owned by LGT Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by LGT Financial Advisors from 13F filings

Historical chart of LGT Financial Advisors investment in iShares Dow Jones US Real Estate

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Real Estate held by LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Real Estate by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 2.7k 101.86
2024-06-30 $128k 2.7k 47.00
2024-03-31 $262k 2.9k 89.70
2023-12-31 $265k 2.9k 91.41
2023-09-30 $350k 4.5k 78.14
2023-06-30 $388k 4.5k 86.53
2022-12-31 $375k 4.5k 84.18