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iShares FTSE NAREIT Resi Plus Capp shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in iShares FTSE NAREIT Resi Plus Capp

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All positions including iShares FTSE NAREIT Resi Plus Capp held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 132k 88.82
2024-06-30 $11M 137k 76.99
2024-03-31 $11M 146k 72.07
2023-09-30 $11M 161k 65.95
2023-06-30 $8.1M 110k 73.27
2023-03-31 $7.7M 109k 70.62
2022-12-31 $7.5M 110k 68.34
2022-09-30 $20M 284k 71.82
2022-06-30 $18M 227k 79.99
2022-03-31 $30M 309k 95.91
2021-12-31 $26M 269k 98.23
2021-09-30 $23M 264k 85.57
2021-06-30 $20M 242k 83.33
2021-03-31 $17M 223k 74.00
2020-12-31 $12M 180k 67.85
2020-09-30 $11M 178k 60.97
2020-06-30 $2.5M 41k 60.10
2020-03-31 $2.3M 42k 55.19
2019-12-31 $3.9M 51k 75.34
2019-09-30 $8.3M 104k 79.47
2019-06-30 $8.4M 115k 72.92
2019-03-31 $9.5M 135k 70.70
2018-12-31 $2.3M 37k 62.35
2018-06-30 $2.5M 39k 63.02
2018-03-31 $2.1M 36k 58.34
2017-12-31 $1.9M 31k 62.23
2017-09-30 $1.9M 30k 63.53
2017-06-30 $2.0M 31k 65.06
2017-03-31 $2.1M 33k 63.14
2016-12-31 $1.8M 29k 61.98
2016-09-30 $1.1M 16k 65.50
2016-06-30 $813k 12k 67.54
2016-03-31 $2.0M 31k 65.96
2015-12-31 $1.9M 30k 63.44
2015-09-30 $733k 12k 59.29
2015-06-30 $398k 7.1k 55.99
2015-03-31 $15M 246k 62.15
2014-12-31 $5.0M 85k 58.91
2014-09-30 $212k 4.1k 51.21
2014-06-30 $192k 3.6k 53.41
2014-03-31 $58k 1.2k 49.70
2013-12-31 $40k 890 44.94
2013-09-30 $42k 865 48.55
2013-06-30 $297k 5.8k 51.19

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Franklin, Parlapiano, Turner & Welch
Morgan Stanley
Aprio Wealth Management
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Christopher J. Hasenberg
Cornerstone Planning Group
Envestnet Asset Management
Procyon Private Wealth Partners
California Capital Advisors
Ascension Capital Advisors
LPL Financial
Mml Investors Services
Van Eck Associates Corp.
Cambridge Investment Research Advisors

View all funds holding iShares FTSE NAREIT Resi Plus Capp