iShares FTSE NAREIT Real Est 50 Ind shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors 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 Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 27k | 61.57 |
| 2024-06-30 | $1.4M | 27k | 53.56 |
| 2024-03-31 | $1.4M | 25k | 53.80 |
| 2023-12-31 | $1.2M | 22k | 54.29 |
| 2023-09-30 | $985k | 21k | 47.18 |
| 2023-06-30 | $997k | 19k | 51.41 |
| 2023-03-31 | $982k | 20k | 50.40 |
| 2022-12-31 | $923k | 19k | 49.45 |
| 2022-09-30 | $862k | 18k | 47.47 |
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