Ishares Tr shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (DMXF) 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
Download as csvQuarterly reported holdings in Ishares Tr by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302k | 4.0k | 75.74 |
| 2025-06-30 | $287k | 3.8k | 74.44 |
| 2025-03-31 | $259k | 3.8k | 67.34 |
| 2024-12-31 | $252k | 3.9k | 64.62 |
| 2024-09-30 | $250k | 3.5k | 72.04 |
| 2022-06-30 | $54k | 1.0k | 52.43 |
| 2022-03-31 | $63k | 1.0k | 61.17 |
| 2021-12-31 | $71k | 1.0k | 68.93 |
| 2021-09-30 | $70k | 1.0k | 67.96 |
| 2021-06-30 | $78k | 1.2k | 67.53 |
More positions owned by Captrust Financial Advisors
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