iShares S&P Global Energy Sector shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares S&P Global Energy Sector
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Quarterly reported holdings in iShares S&P Global Energy Sector by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $667k | 16k | 41.75 |
| 2025-06-30 | $650k | 17k | 39.29 |
| 2025-03-31 | $458k | 11k | 42.07 |
| 2024-12-31 | $801k | 21k | 38.18 |
| 2024-09-30 | $994k | 25k | 40.48 |
| 2024-06-30 | $4.7M | 113k | 41.51 |
| 2024-03-31 | $945k | 22k | 42.95 |
| 2023-12-31 | $850k | 22k | 39.11 |
| 2023-09-30 | $1.1M | 26k | 41.26 |
| 2023-06-30 | $972k | 26k | 37.22 |
| 2023-03-31 | $985k | 26k | 37.76 |
| 2022-12-31 | $1.0M | 26k | 38.99 |
| 2022-06-30 | $138k | 4.1k | 33.96 |
| 2022-03-31 | $147k | 4.1k | 36.17 |
| 2021-12-31 | $112k | 4.1k | 27.56 |
| 2021-09-30 | $109k | 4.1k | 26.82 |
| 2021-06-30 | $108k | 4.1k | 26.57 |
| 2021-03-31 | $225k | 9.1k | 24.70 |
| 2020-12-31 | $185k | 9.1k | 20.31 |
| 2020-09-30 | $113k | 7.1k | 16.01 |
| 2020-06-30 | $122k | 6.3k | 19.33 |
| 2019-06-30 | $23k | 700 | 32.86 |
| 2019-03-31 | $24k | 700 | 34.29 |
| 2018-12-31 | $21k | 700 | 30.00 |
| 2018-09-30 | $34k | 911 | 37.32 |
| 2018-06-30 | $30k | 811 | 36.99 |
| 2018-03-31 | $23k | 700 | 32.86 |
| 2017-09-30 | $24k | 700 | 34.29 |
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