Ishares Tr shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDW) 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 |
|---|---|---|---|
| 2025-09-30 | $823k | 39k | 21.22 |
| 2025-06-30 | $705k | 34k | 21.04 |
| 2025-03-31 | $846k | 41k | 20.75 |
| 2024-12-31 | $828k | 41k | 20.35 |
| 2024-09-30 | $908k | 43k | 21.22 |
| 2024-06-30 | $741k | 37k | 20.29 |
| 2024-03-31 | $746k | 36k | 20.49 |
| 2023-12-31 | $760k | 37k | 20.77 |
| 2023-09-30 | $566k | 29k | 19.38 |
| 2023-06-30 | $594k | 29k | 20.27 |
| 2023-03-31 | $605k | 29k | 20.64 |
| 2022-12-31 | $577k | 29k | 19.89 |
More positions owned by Captrust Financial Advisors
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