iShares FTSE KLD Select Scil Idx shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares FTSE KLD Select Scil Idx
Tip: Access up to 7 years of quarterly data
All positions including iShares FTSE KLD Select Scil Idx held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 15k | 120.37 |
| 2024-06-30 | $1.4M | 13k | 112.37 |
| 2024-03-31 | $1.3M | 12k | 109.17 |
| 2023-12-31 | $1.1M | 11k | 100.51 |
| 2023-09-30 | $989k | 11k | 89.97 |
| 2023-06-30 | $1.1M | 11k | 93.64 |
| 2023-03-31 | $1.1M | 12k | 87.77 |
| 2022-12-31 | $868k | 11k | 82.32 |
| 2022-09-30 | $1.8M | 24k | 75.92 |
| 2022-06-30 | $1.8M | 23k | 80.70 |
| 2022-03-31 | $1.7M | 18k | 96.87 |
| 2021-12-31 | $1.7M | 17k | 106.27 |
| 2021-09-30 | $244k | 2.5k | 96.14 |
| 2021-06-30 | $242k | 2.5k | 95.35 |
| 2021-03-31 | $226k | 2.6k | 87.84 |
| 2020-12-31 | $274k | 3.3k | 82.26 |
| 2020-09-30 | $246k | 1.7k | 147.75 |
| 2020-06-30 | $266k | 2.0k | 134.28 |
| 2020-03-31 | $208k | 2.0k | 105.05 |
| 2019-12-31 | $284k | 2.1k | 135.11 |
| 2019-09-30 | $277k | 2.2k | 123.61 |
| 2019-06-30 | $310k | 2.5k | 121.76 |
| 2019-03-31 | $263k | 2.2k | 118.42 |
| 2018-12-31 | $103k | 1.0k | 103.00 |
| 2018-09-30 | $120k | 1.0k | 120.00 |
| 2018-06-30 | $113k | 1.0k | 113.00 |
| 2018-03-31 | $43k | 400 | 107.50 |
| 2017-12-31 | $89k | 800 | 111.25 |
| 2017-09-30 | $88k | 800 | 110.00 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors
Top funds holding iShares FTSE KLD Select Scil Idx
View all funds holding iShares FTSE KLD Select Scil Idx