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Ishares Tr shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Ishares Tr

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All positions including Ishares Tr 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 Tr by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 36k 48.29
2023-09-30 $1.6M 37k 43.32
2023-06-30 $696k 16k 44.56
2023-03-31 $802k 19k 41.44
2022-12-31 $1.7M 42k 39.01
2022-09-30 $342k 9.4k 36.23
2022-06-30 $339k 8.9k 37.88
2022-03-31 $447k 10k 44.46
2021-12-31 $1.0M 22k 46.57
2021-09-30 $1.6M 37k 42.15
2021-06-30 $3.1M 71k 42.83
2021-03-31 $2.8M 69k 40.64
2020-12-31 $2.7M 71k 37.74
2020-09-30 $951k 28k 33.44
2020-06-30 $902k 29k 30.98
2020-03-31 $858k 34k 25.17
2019-12-31 $1.3M 36k 34.61