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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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All positions including iShares FTSE NAREIT Resi Plus Capp held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
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

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Royal Bank of Canada
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Bank of America Corporation
Wells Fargo & Company
Ascension Capital Advisors
Goldman Sachs Group
UBS Group
Partners Capital Investment Group
Citadel Advisors
Plan Group Financial

View all funds holding iShares FTSE NAREIT Resi Plus Capp