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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
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