A detailed history of Captrust Financial Advisors transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Captrust Financial Advisors holds 2,394 shares of EUSA stock, worth $228,866. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,394
Previous 3,611 33.7%
Holding current value
$228,866
Previous $328,000 35.67%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$85.34 - $90.41 $103,858 - $110,028
-1,217 Reduced 33.7%
2,394 $211,000
Q1 2024

May 15, 2024

BUY
$82.14 - $90.99 $296,607 - $328,564
3,611 New
3,611 $328,000
Q3 2021

Nov 16, 2021

BUY
$82.37 - $88.24 $1,400 - $1,500
17 Added 2.94%
596 $50,000
Q2 2021

Aug 16, 2021

BUY
$79.23 - $84.64 $45,874 - $49,006
579 New
579 $49,000

Others Institutions Holding EUSA

About ISHARES MSCI USA EQUAL WEIGHTE


  • Ticker EUSA
  • Sector ETFs
  • Industry ETFs
More about EUSA
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.