ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

CAPTRUST FINANCIAL ADVISORS's Holding History (CIK: 0001512024)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 40,269 Value ($000) $5,611 Avg Close — Range —
Q3 2025
Shares 10,920 Value ($000) $1,481 Avg Close — Range —
Q2 2025
Shares 11,134 Value ($000) $1,411 Avg Close — Range —
Q1 2025
Shares 12,932 Value ($000) $1,485 Avg Close — Range —
Q4 2024
Shares 15,365 Value ($000) $1,868 Avg Close — Range —
Q3 2024
Shares 15,381 Value ($000) $1,851 Avg Close — Range —
Q2 2024
Shares 12,721 Value ($000) $1,429 Avg Close — Range —
Q1 2024
Shares 12,086 Value ($000) $1,319 Avg Close — Range —
Q4 2023
Shares 10,766 Value ($000) $1,082 Avg Close — Range —
Q3 2023
Shares 10,989 Value ($000) $989 Avg Close — Range —
Q2 2023
Shares 11,213 Value ($000) $1,050 Avg Close — Range —
Q1 2023
Shares 12,222 Value ($000) $1,073 Avg Close — Range —
Q4 2022
Shares 10,548 Value ($000) $868 Avg Close — Range —
Q3 2022
Shares 23,866 Value ($000) $1,812 Avg Close — Range —
Q2 2022
Shares 22,874 Value ($000) $1,846 Avg Close — Range —
Q1 2022
Shares 17,746 Value ($000) $1,719 Avg Close — Range —
Q4 2021
Shares 16,458 Value ($000) $1,749 Avg Close — Range —
Q3 2021
Shares 2,538 Value ($000) $244 Avg Close — Range —
Q2 2021
Shares 2,538 Value ($000) $242 Avg Close — Range —
Q1 2021
Shares 2,573 Value ($000) $226 Avg Close — Range —
Q4 2020
Shares 3,331 Value ($000) $274 Avg Close — Range —
Q3 2020
Shares 1,665 Value ($000) $246 Avg Close — Range —
Q2 2020
Shares 1,981 Value ($000) $266 Avg Close — Range —
Q1 2020
Shares 1,980 Value ($000) $208 Avg Close — Range —
Q4 2019
Shares 2,102 Value ($000) $284 Avg Close — Range —
Q3 2019
Shares 2,241 Value ($000) $277 Avg Close — Range —
Q2 2019
Shares 2,546 Value ($000) $310 Avg Close — Range —
Q1 2019
Shares 2,221 Value ($000) $263 Avg Close — Range —
Q4 2018
Shares 1,000 Value ($000) $103 Avg Close — Range —
Q3 2018
Shares 1,000 Value ($000) $120 Avg Close — Range —
Q2 2018
Shares 1,000 Value ($000) $113 Avg Close — Range —
Q1 2018
Shares 400 Value ($000) $43 Avg Close — Range —
Q4 2017
Shares 800 Value ($000) $89 Avg Close — Range —
Q3 2017
Shares 440 Value ($000) $46 Avg Close — Range —