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iShares S&P Global Technology Sect. shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares S&P Global Technology Sect. (IXN) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares S&P Global Technology Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Technology Sect. 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 Global Technology Sect. by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 19k 68.18
2023-09-30 $1.2M 20k 57.84
2023-06-30 $1.3M 20k 62.19
2023-03-31 $1.1M 20k 54.36
2022-12-31 $875k 20k 44.83
2022-09-30 $796k 19k 42.18
2022-06-30 $817k 18k 45.71
2022-03-31 $1.2M 21k 58.01
2021-12-31 $1.5M 24k 64.42
2021-09-30 $1.3M 22k 56.65
2021-06-30 $771k 2.3k 337.42
2021-03-31 $639k 2.1k 307.66
2020-12-31 $13k 44 295.45
2020-09-30 $17k 64 265.63
2020-06-30 $40k 171 233.92
2019-09-30 $32k 171 187.13
2019-06-30 $22k 121 181.82
2019-03-31 $21k 121 173.55

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 Global Technology Sect.

Fisher Investments
Jpmorgan Chase & Co
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Assetmark
UBS Group
Cambridge Investment Research Advisors
Patten & Patten
Credit Suisse
Advisor Group Holdings
Commonwealth Equity Services
Executive Wealth Group
Parallel Advisors
Goldman Sachs Group

View all funds holding iShares S&P Global Technology Sect.