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Ishares Tr s^p aggr all shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all 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 s^p aggr all by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 30k 69.05
2023-09-30 $1.8M 28k 63.49
2023-06-30 $1.8M 27k 66.34
2023-03-31 $1.6M 26k 63.59
2022-12-31 $1.5M 26k 59.75
2022-09-30 $1.5M 27k 55.43
2022-06-30 $1.3M 22k 59.91
2022-03-31 $1.4M 20k 68.93
2021-12-31 $1.0M 14k 72.85
2021-09-30 $1.1M 15k 69.79
2021-06-30 $1.0M 15k 70.65
2021-03-31 $1.0M 15k 66.92
2020-12-31 $1.0M 16k 64.17
2020-09-30 $681k 12k 58.28
2020-06-30 $1.6M 28k 54.99
2020-03-31 $717k 16k 46.02
2019-12-31 $7.4M 127k 58.48
2019-09-30 $7.2M 132k 54.92
2019-06-30 $7.0M 127k 55.15
2019-03-31 $6.7M 125k 53.52
2018-12-31 $2.2M 44k 48.86