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Ishares Tr shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (XJH) 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
2024-03-31 $549k 13k 41.08
2023-12-31 $455k 12k 37.73
2023-09-30 $409k 12k 33.87
2023-06-30 $423k 12k 35.62
2023-03-31 $404k 12k 33.99
2022-12-31 $332k 10k 32.80
2022-09-30 $309k 10k 29.69
2022-06-30 $318k 10k 30.56