iShares FTSE NAREIT Real Est 50 Ind shares owned by Creative Planning
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 93k | 61.57 |
| 2024-06-30 | $5.3M | 98k | 53.58 |
| 2024-03-31 | $5.3M | 98k | 53.80 |
| 2023-12-31 | $5.6M | 103k | 54.29 |
| 2023-09-30 | $5.0M | 106k | 47.18 |
| 2023-06-30 | $5.6M | 109k | 51.41 |
| 2023-03-31 | $5.8M | 115k | 50.40 |
| 2022-12-31 | $5.9M | 118k | 49.45 |
| 2022-09-30 | $5.6M | 118k | 47.50 |
| 2022-06-30 | $6.4M | 120k | 53.40 |
| 2022-03-31 | $8.1M | 125k | 64.65 |
| 2021-12-31 | $9.3M | 138k | 67.59 |
| 2021-09-30 | $7.9M | 134k | 58.65 |
| 2021-06-30 | $7.9M | 135k | 58.34 |
| 2021-03-31 | $7.4M | 141k | 52.40 |
| 2020-12-31 | $7.0M | 145k | 48.41 |
| 2020-09-30 | $6.3M | 145k | 43.74 |
| 2020-06-30 | $6.5M | 149k | 43.48 |
| 2020-03-31 | $6.2M | 157k | 39.17 |
| 2019-12-31 | $9.7M | 179k | 54.59 |
| 2019-09-30 | $9.2M | 166k | 55.55 |
| 2019-06-30 | $6.3M | 122k | 52.02 |
| 2019-03-31 | $1.5M | 30k | 51.73 |
| 2017-06-30 | $26k | 530 | 49.06 |
| 2017-03-31 | $34k | 700 | 48.57 |
| 2016-12-31 | $24k | 500 | 48.00 |
| 2016-09-30 | $25k | 500 | 50.00 |
| 2015-03-31 | $32k | 669 | 47.83 |
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