Ishares Tr edge msci minm shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Ishares Tr edge msci minm
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Quarterly reported holdings in Ishares Tr edge msci minm by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $460k | 13k | 35.69 |
| 2023-09-30 | $449k | 14k | 33.05 |
| 2023-06-30 | $509k | 15k | 34.28 |
| 2023-03-31 | $523k | 15k | 34.68 |
| 2022-12-31 | $746k | 22k | 34.60 |
| 2022-09-30 | $3.8M | 118k | 31.91 |
| 2022-06-30 | $3.6M | 105k | 34.07 |
| 2022-03-31 | $1.9M | 50k | 37.17 |
| 2021-12-31 | $1.4M | 36k | 39.09 |
| 2021-09-30 | $2.2M | 60k | 37.08 |
| 2021-06-30 | $3.1M | 82k | 38.04 |
More positions owned by Captrust Financial Advisors
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