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
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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