Ishares Tr esg 1 5 yr usd shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Ishares Tr esg 1 5 yr usd
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $973k | 38k | 25.31 |
| 2025-06-30 | $1.0M | 41k | 25.17 |
| 2025-03-31 | $1.0M | 41k | 24.99 |
| 2024-09-30 | $206k | 8.2k | 25.16 |
| 2023-12-31 | $253k | 10k | 24.48 |
| 2023-09-30 | $252k | 11k | 23.77 |
| 2023-06-30 | $279k | 12k | 23.91 |
| 2023-03-31 | $310k | 13k | 24.06 |
| 2022-12-31 | $653k | 28k | 23.77 |
| 2022-09-30 | $1.1M | 47k | 23.50 |
| 2022-06-30 | $1.1M | 45k | 24.09 |
| 2022-03-31 | $726k | 30k | 24.63 |
| 2021-12-31 | $693k | 27k | 25.67 |
| 2021-09-30 | $595k | 23k | 25.97 |
| 2021-06-30 | $528k | 20k | 26.06 |
| 2021-03-31 | $295k | 11k | 25.94 |
More positions owned by Captrust Financial Advisors
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