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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund 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 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