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iShares Dow Jones US Pharm Indx shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Pharm Indx (IHE) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares Dow Jones US Pharm Indx

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Pharm Indx 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 Dow Jones US Pharm Indx by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $360k 1.9k 185.39
2021-12-31 $56k 283 197.88
2021-06-30 $7.0k 36 194.44
2014-06-30 $21k 153 137.25

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Ishares Core S&p 500 Etf Etf (IVV)
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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 Dow Jones US Pharm Indx

Fisher Investments
Accurate Wealth Management
Brown Advisory Holdings Incorporated
Bank of America Corporation
Raymond James & Associates
Royal Bank of Canada
Southern Capital Advisors
Commonwealth Equity Services
Citadel Advisors
Wells Fargo & Company
Massachusetts Wealth Management
UBS Group
Raymond James Financial Services Advisors
Goldman Sachs Group
Janney Montgomery Scott

View all funds holding iShares Dow Jones US Pharm Indx