Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$30.98 - $43.2 $186,406 - $259,934
6,017 New
6,017 $251,000
Q2 2022

Aug 16, 2022

SELL
$47.91 - $57.96 $3,832 - $4,636
-80 Reduced 11.25%
631 $31,000
Q1 2022

May 16, 2022

SELL
$57.43 - $69.28 $18,951 - $22,862
-330 Reduced 31.7%
711 $42,000
Q4 2021

Feb 14, 2022

BUY
$58.66 - $66.11 $41,062 - $46,277
700 Added 205.28%
1,041 $64,000
Q3 2021

Nov 16, 2021

BUY
$53.73 - $61.75 $6,984 - $8,027
130 Added 61.61%
341 $21,000
Q2 2020

Aug 14, 2020

BUY
$26.19 - $41.02 $5,526 - $8,655
211 New
211 $7,000

Others Institutions Holding IAT

About ISHARES TR


  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
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.