Burns Wealth Management »

iShares FTSE NAREIT Real Est 50 Ind shares owned by Burns Wealth Management

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.5M 32k 47.18
2023-06-30 $1.7M 33k 51.41
2023-03-31 $1.7M 33k 50.40
2022-12-31 $1.6M 33k 49.45
2022-09-30 $1.4M 29k 47.51
2022-06-30 $1.6M 30k 53.39
2022-03-31 $2.0M 30k 64.65
2021-12-31 $2.0M 29k 67.59
2021-06-30 $1.7M 28k 58.35
2021-03-31 $1.4M 27k 52.40
2020-12-31 $1.2M 25k 48.39
2020-09-30 $1.1M 25k 43.75
2020-06-30 $509k 12k 43.50
2020-03-31 $311k 7.9k 39.14