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Ishares Tr shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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
2024-09-30 $789k 31k 25.71
2024-06-30 $656k 27k 24.56
2024-03-31 $660k 27k 24.81
2023-12-31 $623k 25k 25.23

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Ishares Tr

Wells Fargo & Company
First Interstate Bank
Aptus Capital Advisors
Capital Investment Advisors
Bank of America Corporation
Gateway Advisory
Golub Group
Sigma Investment Counselors
MV Capital Management
Raymond James Financial Services Advisors
Arrow Financial Corp.
Us Bancorp
Goss Wealth Management
Rockefeller Capital Management
Morgan Stanley

View all funds holding Ishares Tr