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iShares Dow Jones Transport. Avg. shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones Transport. Avg. (IYT) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares Dow Jones Transport. Avg.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Transport. Avg. 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 Dow Jones Transport. Avg. by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $283k 4.2k 67.57
2024-09-30 $288k 4.2k 68.91
2024-06-30 $285k 4.4k 65.43
2024-03-31 $306k 4.4k 70.40
2023-12-31 $293k 1.1k 262.43
2023-09-30 $260k 1.1k 233.77
2023-06-30 $271k 1.1k 249.82
2023-03-31 $247k 1.1k 227.84
2022-12-31 $229k 1.1k 213.55
2022-09-30 $210k 1.1k 196.26
2022-06-30 $228k 1.1k 213.08
2022-03-31 $21k 78 269.23
2021-12-31 $26k 94 276.60
2021-09-30 $48k 198 242.42
2021-06-30 $46k 178 258.43
2021-03-31 $18k 70 257.14
2020-12-31 $15k 70 214.29
2020-09-30 $14k 70 200.00
2020-06-30 $8.0k 50 160.00
2020-03-31 $278k 2.1k 131.44
2019-09-30 $9.0k 50 180.00
2019-06-30 $9.0k 50 180.00
2019-03-31 $9.0k 50 180.00
2018-12-31 $8.0k 50 160.00
2018-09-30 $10k 50 200.00
2018-06-30 $9.0k 50 180.00
2018-03-31 $9.0k 50 180.00
2017-12-31 $10k 50 200.00
2017-09-30 $9.0k 50 180.00
2017-06-30 $9.0k 50 180.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small-cap Etf Etf (VB)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Captrust Financial Advisors

Top funds holding iShares Dow Jones Transport. Avg.

Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Twin Tree Management
LPL Financial
Healthcare Of Ontario Pension Plan Trust Fund
First Financial Bankshares
Wells Fargo & Company
Citadel Advisors
Susquehanna International
Barclays
Millennium Management
Walleye Trading Advisors
Two Sigma Investments
UBS Group

View all funds holding iShares Dow Jones Transport. Avg.