iShares Dow Jones US Financial Svc. shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 185k | 71.02 |
| 2024-06-30 | $10M | 159k | 65.21 |
| 2024-03-31 | $12M | 177k | 66.30 |
| 2023-12-31 | $11M | 60k | 179.21 |
| 2023-09-30 | $9.5M | 61k | 154.64 |
| 2023-06-30 | $9.4M | 60k | 157.99 |
| 2023-03-31 | $244k | 1.6k | 150.95 |
| 2022-12-31 | $251k | 1.6k | 157.49 |
| 2022-09-30 | $214k | 1.5k | 141.25 |
| 2022-06-30 | $230k | 1.6k | 148.29 |
| 2022-03-31 | $279k | 1.5k | 180.12 |
| 2021-12-31 | $194k | 1.0k | 193.03 |
| 2021-09-30 | $188k | 1.0k | 187.62 |
| 2021-06-30 | $116k | 627 | 185.01 |
| 2021-03-31 | $75k | 440 | 170.45 |
| 2020-12-31 | $66k | 440 | 150.00 |
| 2020-09-30 | $48k | 392 | 122.45 |
| 2020-06-30 | $46k | 392 | 117.35 |
More positions owned by Captrust Financial Advisors
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