iShares S&P 1500 Index Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34M | 273k | 125.62 |
| 2024-06-30 | $34M | 289k | 118.78 |
| 2024-03-31 | $33M | 290k | 115.30 |
| 2023-12-31 | $32M | 300k | 105.23 |
| 2023-09-30 | $25M | 265k | 94.19 |
| 2023-06-30 | $27M | 273k | 97.84 |
| 2023-03-31 | $30M | 332k | 90.55 |
| 2022-12-31 | $42M | 492k | 84.80 |
| 2022-09-30 | $13M | 164k | 79.54 |
| 2022-06-30 | $16M | 184k | 83.78 |
| 2022-03-31 | $19M | 185k | 100.94 |
| 2021-12-31 | $11M | 106k | 106.98 |
| 2021-09-30 | $11M | 110k | 98.38 |
| 2021-06-30 | $14M | 143k | 98.76 |
| 2021-03-31 | $6.5M | 71k | 91.60 |
| 2020-12-31 | $895k | 10k | 86.23 |
| 2020-09-30 | $429k | 5.6k | 76.02 |
| 2020-06-30 | $348k | 5.0k | 69.87 |
| 2020-03-31 | $278k | 5.1k | 54.56 |
| 2019-09-30 | $97k | 1.5k | 66.90 |
| 2019-06-30 | $103k | 1.5k | 66.88 |
| 2019-03-31 | $99k | 1.5k | 64.29 |
| 2018-12-31 | $85k | 1.5k | 57.05 |
| 2018-09-30 | $93k | 1.4k | 66.91 |
| 2018-06-30 | $72k | 1.2k | 62.61 |
| 2018-03-31 | $71k | 1.2k | 58.82 |
| 2017-12-31 | $76k | 1.3k | 60.80 |
| 2017-09-30 | $69k | 1.2k | 57.74 |
| 2017-06-30 | $42k | 750 | 56.00 |
More positions owned by Captrust Financial Advisors
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