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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

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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

More positions owned by Source Financial Advisors

Uber Technologies (UBER)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
MarketAxess Holdings (MKTX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Confluent Class A Com (CFLT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Source Financial Advisors

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
DiMeo Schneider & Associates
CI Private Wealth
Bank of America Corporation
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HighTower Advisors
Advisory Alpha
HPM Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind