Lgl Partners »

iShares FTSE NAREIT Real Est 50 Ind shares owned by Lgl Partners

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

Historical chart of Lgl Partners 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 Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 3.3k 61.58
2021-12-31 $203k 3.0k 67.44

More positions owned by Lgl Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)

View all positions for Lgl Partners

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Us Bancorp
BlackRock
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Envestnet Asset Management
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Kestra Investment Management
Wealth Enhancement Advisory Services
Mission Wealth Management
HighTower Advisors
Charles Schwab Trust

View all funds holding iShares FTSE NAREIT Real Est 50 Ind