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iShares Morningstar Large Core Idx shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx 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 Morningstar Large Core Idx by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $358k 4.5k 79.23
2024-06-30 $339k 4.5k 75.18
2024-03-31 $327k 4.5k 72.46
2023-12-31 $296k 4.5k 65.76
2023-09-30 $265k 4.5k 58.89
2023-06-30 $275k 4.5k 61.08
2023-03-31 $254k 4.5k 56.41
2022-12-31 $237k 4.5k 52.64
2022-09-30 $221k 4.5k 49.31
2022-06-30 $233k 4.5k 51.99
2022-03-31 $282k 4.5k 62.96
2021-12-31 $306k 4.6k 66.48
2021-09-30 $279k 4.6k 60.72
2021-06-30 $188k 3.1k 60.74
2021-03-31 $173k 773 223.80
2020-12-31 $167k 773 216.04
2020-09-30 $151k 772 195.60
2020-06-30 $135k 771 175.10
2020-03-31 $108k 770 140.26
2019-09-30 $77k 458 168.12
2019-06-30 $76k 458 165.94
2019-03-31 $73k 454 160.79
2018-12-31 $64k 451 141.91
2018-09-30 $85k 502 169.32
2018-06-30 $77k 500 154.00
2018-03-31 $75k 500 150.00
2017-12-31 $79k 497 158.95
2017-09-30 $78k 497 156.94