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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr esg 1 5 yr usd held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr esg 1 5 yr usd by Captrust Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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