iShares FTSE NAREIT Resi Plus Capp shares owned by LPL Financial
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares FTSE NAREIT Resi Plus Capp
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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 82k | 88.82 |
| 2024-06-30 | $4.4M | 57k | 76.99 |
| 2024-03-31 | $5.2M | 72k | 72.07 |
| 2023-09-30 | $6.9M | 105k | 65.95 |
| 2023-06-30 | $7.7M | 105k | 73.27 |
| 2023-03-31 | $6.6M | 94k | 70.62 |
| 2022-12-31 | $6.6M | 96k | 68.34 |
| 2022-09-30 | $8.4M | 116k | 71.82 |
| 2022-06-30 | $8.2M | 103k | 79.99 |
| 2022-03-31 | $9.9M | 103k | 95.91 |
| 2021-12-31 | $9.4M | 95k | 98.23 |
| 2021-09-30 | $5.4M | 63k | 85.56 |
| 2021-06-30 | $4.6M | 55k | 83.33 |
| 2021-03-31 | $3.7M | 49k | 74.00 |
| 2020-12-31 | $3.3M | 48k | 67.84 |
| 2020-09-30 | $3.1M | 51k | 60.98 |
| 2020-06-30 | $4.3M | 71k | 60.09 |
| 2020-03-31 | $5.0M | 90k | 55.20 |
| 2019-12-31 | $13M | 168k | 75.34 |
| 2019-09-30 | $7.7M | 97k | 79.47 |
| 2019-06-30 | $6.1M | 84k | 72.92 |
| 2019-03-31 | $5.6M | 79k | 70.70 |
| 2018-12-31 | $3.6M | 57k | 62.35 |
| 2018-09-30 | $4.6M | 72k | 62.89 |
| 2018-06-30 | $4.7M | 74k | 63.05 |
| 2018-03-31 | $4.7M | 81k | 57.65 |
| 2017-12-31 | $3.9M | 63k | 62.25 |
| 2017-09-30 | $3.2M | 51k | 63.59 |
| 2017-06-30 | $3.5M | 54k | 65.06 |
| 2017-03-31 | $3.6M | 57k | 63.24 |
| 2016-12-31 | $4.4M | 72k | 61.68 |
| 2016-09-30 | $6.6M | 105k | 63.23 |
| 2016-06-30 | $7.4M | 109k | 68.10 |
| 2016-03-31 | $19M | 288k | 65.55 |
| 2015-12-31 | $13M | 209k | 64.12 |
| 2015-09-30 | $5.3M | 87k | 60.66 |
| 2015-06-30 | $2.1M | 37k | 57.60 |
| 2015-03-31 | $2.5M | 40k | 61.88 |
| 2014-12-31 | $2.6M | 44k | 58.91 |
| 2014-09-30 | $2.5M | 48k | 51.37 |
| 2014-06-30 | $2.7M | 52k | 53.33 |
| 2014-03-31 | $3.3M | 65k | 50.04 |
| 2013-12-31 | $4.1M | 92k | 45.11 |
| 2013-09-30 | $5.7M | 116k | 49.24 |
| 2013-06-30 | $19M | 371k | 51.18 |
| 2012-09-30 | $2.7M | 57k | 47.08 |
| 2011-09-30 | $21M | 534k | 38.78 |
| 2011-03-31 | $6.4M | 153k | 41.86 |
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