iShares FTSE NAREIT Real Est 50 Ind shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares FTSE NAREIT Real Est 50 Ind
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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 23k | 61.57 |
| 2024-06-30 | $1.2M | 23k | 53.56 |
| 2024-03-31 | $1.2M | 22k | 53.80 |
| 2023-12-31 | $1.9M | 37k | 52.61 |
| 2023-09-30 | $1.8M | 38k | 47.18 |
| 2023-06-30 | $4.8M | 93k | 51.41 |
| 2023-03-31 | $3.7M | 73k | 50.40 |
| 2022-12-31 | $1.8M | 36k | 49.45 |
| 2022-09-30 | $4.3M | 91k | 47.50 |
| 2022-06-30 | $3.7M | 69k | 53.40 |
| 2022-03-31 | $4.6M | 71k | 64.65 |
| 2021-12-31 | $2.6M | 38k | 67.59 |
| 2021-09-30 | $1.7M | 29k | 58.64 |
| 2021-06-30 | $1.5M | 26k | 58.34 |
| 2021-03-31 | $1.1M | 20k | 52.41 |
| 2020-12-31 | $915k | 19k | 48.39 |
| 2020-09-30 | $741k | 17k | 43.75 |
| 2020-06-30 | $935k | 22k | 43.49 |
| 2020-03-31 | $1.9M | 50k | 39.17 |
| 2019-12-31 | $2.4M | 44k | 54.59 |
| 2019-09-30 | $1.3M | 23k | 55.57 |
| 2019-06-30 | $212k | 4.1k | 52.08 |
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