Capital Investment Advisors, LLC Ishares Tr Transaction History

Capital Investment Advisors, LLC

  • $4.81 Billion
  • Q4 2024

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 5,386 shares of IHE stock, worth $361,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,386
Previous 3,635 48.17%
Holding current value
$361,400
Previous $256,000 37.89%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$65.15 - $71.86 $114,077 - $125,826
1,751 Added 48.17%
5,386 $353,000
Q3 2024

Oct 17, 2024
SELL
$65.61 - $72.86 $11,284 - $12,531
-172 Reduced 4.52%
3,635 $256,000
Q2 2024

Jul 12, 2024
BUY
$62.73 - $67.4 $125 - $134
2 Added 0.05%
3,807 $252,000
Q1 2024

Apr 15, 2024
BUY
$66.67 - $208.65 $169,141 - $529,345
2,537 Added 200.08%
3,805 $258,000
Q4 2023

Jan 05, 2024
BUY
$166.63 - $185.76 $211,286 - $235,543
1,268 New
1,268 $235,000

Others Institutions Holding IHE

# of Institutions
150
Shares Held
5.41M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
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