Ishares Tr fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Ishares Tr fund
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All positions including Ishares Tr fund held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $225k | 5.0k | 45.13 |
| 2023-06-30 | $232k | 5.0k | 46.54 |
| 2023-03-31 | $234k | 5.0k | 47.09 |
| 2022-12-31 | $229k | 5.0k | 45.97 |
| 2022-06-30 | $54k | 1.1k | 47.75 |
| 2022-03-31 | $57k | 1.1k | 50.40 |
| 2021-12-31 | $61k | 1.1k | 53.93 |
| 2021-09-30 | $49k | 901 | 54.38 |
| 2021-06-30 | $14k | 259 | 54.05 |
| 2021-03-31 | $14k | 259 | 54.05 |
More positions owned by Captrust Financial Advisors
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