iShares FTSE NAREIT Real Est 50 Ind shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 273k | 58.72 |
| 2025-06-30 | $15M | 265k | 56.56 |
| 2025-03-31 | $16M | 278k | 57.60 |
| 2024-12-31 | $16M | 275k | 57.31 |
| 2024-09-30 | $19M | 312k | 61.57 |
| 2024-06-30 | $24M | 450k | 53.56 |
| 2024-03-31 | $24M | 443k | 53.80 |
| 2023-12-31 | $22M | 411k | 54.29 |
| 2023-09-30 | $18M | 390k | 47.18 |
| 2023-06-30 | $19M | 376k | 51.41 |
| 2023-03-31 | $18M | 359k | 50.40 |
| 2022-12-31 | $17M | 333k | 49.45 |
| 2022-09-30 | $12M | 261k | 47.50 |
| 2022-06-30 | $14M | 253k | 53.40 |
| 2022-03-31 | $15M | 229k | 66.01 |
| 2021-12-31 | $14M | 211k | 67.59 |
| 2021-09-30 | $12M | 205k | 58.65 |
| 2021-06-30 | $12M | 197k | 58.34 |
| 2021-03-31 | $9.7M | 185k | 52.40 |
| 2020-12-31 | $8.1M | 168k | 48.41 |
| 2020-09-30 | $6.2M | 142k | 43.74 |
| 2020-06-30 | $5.0M | 115k | 43.48 |
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