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iShares FTSE NAREIT Resi Plus Capp shares owned by CX Institutional

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by CX Institutional from 13F filings

Historical chart of CX Institutional investment in iShares FTSE NAREIT Resi Plus Capp

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Resi Plus Capp held by CX Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by CX Institutional

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 20k 72.07
2023-12-31 $875k 12k 73.52
2023-06-30 $854k 12k 73.27
2023-03-31 $783k 11k 70.31
2022-06-30 $236k 2.9k 80.05
2021-09-30 $3.0k 30 100.00
2021-06-30 $26k 308 84.42
2021-03-31 $40k 536 74.63
2020-12-31 $2.2M 33k 67.85

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Ascension Capital Advisors
Susquehanna International
LPL Financial
Bank of America Corporation

View all funds holding iShares FTSE NAREIT Resi Plus Capp