Capital Investment Advisors, LLC Ishares Tr Transaction History

Capital Investment Advisors, LLC

  • $4.94 Billion
  • Q1 2025

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 3,673 shares of IYF stock, worth $425,627. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,673
Previous 3,628 1.24%
Holding current value
$425,627
Previous $401,000 2.24%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$107.69 - $119.37 $4,846 - $5,371
45 Added 1.24%
3,673 $410,000
Q4 2024

Jan 13, 2025
SELL
$102.7 - $119.05 $15,199 - $17,619
-148 Reduced 3.92%
3,628 $401,000
Q3 2024

Oct 17, 2024
BUY
$93.83 - $105.05 $281 - $315
3 Added 0.08%
3,776 $392,000
Q2 2024

Jul 12, 2024
BUY
$89.39 - $96.85 $28,247 - $30,604
316 Added 9.14%
3,773 $356,000
Q1 2024

Apr 15, 2024
SELL
$83.91 - $95.65 $38,598 - $43,999
-460 Reduced 11.74%
3,457 $330,000
Q4 2023

Jan 05, 2024
SELL
$70.7 - $85.68 $1,272 - $1,542
-18 Reduced 0.46%
3,917 $334,000
Q3 2023

Oct 16, 2023
SELL
$73.99 - $79.98 $4,883 - $5,278
-66 Reduced 1.65%
3,935 $294,000
Q2 2023

Jul 11, 2023
SELL
$68.91 - $74.74 $9,027 - $9,790
-131 Reduced 3.17%
4,001 $298,000
Q1 2023

Apr 10, 2023
BUY
$68.23 - $82.05 $68 - $82
1 Added 0.02%
4,132 $293,000
Q4 2022

Jan 05, 2023
BUY
$67.64 - $80.38 $9,266 - $11,012
137 Added 3.43%
4,131 $312,000
Q3 2022

Oct 05, 2022
BUY
$67.55 - $79.83 $4,053 - $4,789
60 Added 1.53%
3,994 $270,000
Q2 2022

Jul 06, 2022
BUY
$67.96 - $84.37 $67 - $84
1 Added 0.03%
3,934 $275,000
Q1 2022

Apr 13, 2022
BUY
$78.62 - $91.32 $78 - $91
1 Added 0.03%
3,933 $332,000
Q4 2021

Jan 10, 2022
BUY
$83.02 - $90.24 $83 - $90
1 Added 0.03%
3,932 $341,000
Q3 2021

Oct 13, 2021
SELL
$79.17 - $85.45 $791 - $854
-10 Reduced 0.25%
3,931 $324,000
Q2 2021

Jul 14, 2021
SELL
$75.91 - $83.61 $11,234 - $12,374
-148 Reduced 3.62%
3,941 $319,000
Q1 2021

Apr 27, 2021
BUY
$65.2 - $76.35 $18,386 - $21,530
282 Added 7.41%
4,089 $306,000
Q4 2020

Jan 21, 2021
BUY
$55.06 - $66.77 $105,605 - $128,064
1,918 Added 101.54%
3,807 $254,000
Q3 2020

Oct 29, 2020
SELL
$54.05 - $60.26 $378 - $421
-7 Reduced 0.37%
1,889 $214,000
Q2 2020

Jul 20, 2020
BUY
$45.62 - $62.0 $86,495 - $117,552
1,896 New
1,896 $209,000
Q1 2020

Apr 13, 2020
SELL
$41.18 - $71.71 $77,747 - $135,388
-1,888 Closed
0 $0
Q4 2019

Jan 21, 2020
SELL
$62.23 - $68.93 $62 - $68
-1 Reduced 0.05%
1,888 $260,000
Q1 2019

Apr 11, 2019
BUY
N/A
1,889 New
1,889 $223,000

Others Institutions Holding IYF

# of Institutions
464
Shares Held
20.7M
Call Options Held
45.1K
Put Options Held
38.5K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Capital Investment Advisors, LLC Portfolio

Follow Capital Investment Advisors, LLC 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 Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email