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iShares S&P NA Tech. Sec. Idx shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares S&P NA Tech. Sec. Idx (IGM) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares S&P NA Tech. Sec. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tech. Sec. Idx held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tech. Sec. Idx by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 3.6k 448.18
2023-09-30 $1.4M 3.6k 382.18
2023-06-30 $1.4M 3.7k 392.87
2023-03-31 $1.3M 3.7k 339.32
2022-12-31 $1.6M 5.8k 280.00
2022-06-30 $13k 43 302.33
2022-03-31 $32k 83 385.54
2021-12-31 $15k 35 428.57
2021-09-30 $14k 35 400.00
2021-06-30 $14k 35 400.00
2019-09-30 $57k 261 218.39
2019-06-30 $56k 261 214.56

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding iShares S&P NA Tech. Sec. Idx

Gray Foundation
Bank of America Corporation
Bank Of Montreal
Mirae Asset Global Investments
Raymond James & Associates
Raymond James Financial Services Advisors
Legacy Financial Strategies
Royal Bank of Canada
Commonwealth Equity Services
Signature Estate and Investment Advisors
HPM Partners
Jpmorgan Chase & Co
CIC Wealth
Cambridge Investment Research Advisors
HB Wealth Management

View all funds holding iShares S&P NA Tech. Sec. Idx