iShares FTSE NAREIT Resi Plus Capp shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares FTSE NAREIT Resi Plus Capp
Tip: Access up to 7 years of quarterly data
All positions including iShares FTSE NAREIT Resi Plus Capp held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $452k | 5.6k | 81.02 |
| 2024-09-30 | $1.8M | 21k | 88.82 |
| 2024-06-30 | $1.0M | 13k | 76.99 |
| 2024-03-31 | $335k | 4.6k | 72.07 |
| 2023-12-31 | $348k | 4.7k | 73.52 |
| 2023-09-30 | $292k | 4.4k | 65.95 |
| 2023-06-30 | $272k | 3.7k | 73.27 |
| 2023-03-31 | $279k | 3.9k | 70.61 |
| 2022-12-31 | $301k | 4.4k | 68.35 |
| 2022-09-30 | $202k | 2.8k | 71.84 |
| 2022-06-30 | $231k | 2.9k | 79.93 |
| 2022-03-31 | $316k | 3.3k | 96.40 |
| 2021-12-31 | $343k | 3.5k | 98.11 |
| 2021-09-30 | $258k | 3.0k | 85.57 |
| 2021-06-30 | $247k | 3.0k | 81.92 |
| 2021-03-31 | $275k | 3.7k | 73.87 |
| 2020-12-31 | $368k | 5.4k | 67.91 |
| 2020-09-30 | $1.0M | 17k | 60.81 |
| 2020-06-30 | $295k | 4.9k | 59.79 |
| 2020-03-31 | $1.6M | 29k | 55.20 |
| 2019-12-31 | $463k | 6.1k | 75.44 |
| 2019-09-30 | $362k | 4.5k | 79.70 |
| 2019-06-30 | $361k | 5.0k | 72.86 |
| 2019-03-31 | $349k | 4.9k | 70.75 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services
Top funds holding iShares FTSE NAREIT Resi Plus Capp
View all funds holding iShares FTSE NAREIT Resi Plus Capp