Ishares Tr dev val factor shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 42k | 26.51 |
| 2023-09-30 | $1.1M | 45k | 25.36 |
| 2023-06-30 | $1.3M | 51k | 25.45 |
| 2023-03-31 | $1.5M | 59k | 24.79 |
| 2022-12-31 | $265k | 11k | 23.17 |
| 2022-06-30 | $81k | 3.6k | 22.29 |
| 2022-03-31 | $187k | 7.4k | 25.42 |
| 2021-12-31 | $271k | 11k | 25.47 |
More positions owned by Captrust Financial Advisors
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