iShares FTSE NAREIT Real Est 50 Ind shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth 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 Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Financial Synergies Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $95k | 1.8k | 53.81 |
2023-12-31 | $85k | 1.7k | 49.45 |
2023-09-30 | $81k | 1.7k | 47.19 |
2023-06-30 | $89k | 1.7k | 51.42 |
2023-03-31 | $87k | 1.7k | 50.39 |
2022-12-31 | $85k | 1.7k | 49.45 |
2022-09-30 | $80k | 1.7k | 47.50 |
2022-06-30 | $90k | 1.7k | 53.39 |
2020-09-30 | $1.5M | 35k | 43.74 |
2020-06-30 | $1.9M | 43k | 43.48 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors
Top funds holding iShares FTSE NAREIT Real Est 50 Ind
View all funds holding iShares FTSE NAREIT Real Est 50 Ind