Ishares Tr shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $881k | 40k | 22.17 |
| 2024-06-30 | $776k | 37k | 21.26 |
| 2024-03-31 | $778k | 36k | 21.40 |
| 2023-12-31 | $797k | 37k | 21.64 |
| 2023-09-30 | $671k | 33k | 20.38 |
| 2023-06-30 | $706k | 33k | 21.20 |
| 2023-03-31 | $709k | 33k | 21.53 |
| 2022-12-31 | $679k | 33k | 20.80 |
| 2022-09-30 | $303k | 15k | 20.27 |
| 2022-06-30 | $323k | 15k | 21.43 |
| 2022-03-31 | $290k | 13k | 23.13 |
| 2021-12-31 | $289k | 12k | 25.07 |
| 2021-09-30 | $306k | 12k | 25.31 |
| 2021-06-30 | $49k | 1.9k | 25.38 |
| 2021-03-31 | $48k | 1.9k | 24.86 |
| 2020-12-31 | $51k | 1.9k | 26.41 |
| 2020-09-30 | $50k | 1.9k | 25.89 |
More positions owned by Captrust Financial Advisors
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