Captrust Financial Advisors Ishares Tr Transaction History

Captrust Financial Advisors

  • $30.9 Billion
  • Q2 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 4,907 shares of IHE stock, worth $340,594. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,907
Previous 5,116 4.09%
Holding current value
$340,594
Previous $347,000 6.34%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024
SELL
$62.73 - $67.4 $13,110 - $14,086
-209 Reduced 4.09%
4,907 $325,000
Q1 2024

May 15, 2024
BUY
$66.67 - $208.65 $211,743 - $662,672
3,176 Added 163.71%
5,116 $347,000
Q4 2023

Feb 14, 2024
BUY
$166.63 - $185.76 $323,262 - $360,374
1,940 New
1,940 $359,000
Q1 2022

May 16, 2022
SELL
$180.82 - $198.07 $51,172 - $56,053
-283 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$182.18 - $200.3 $51,556 - $56,684
283 New
283 $56,000
Q3 2021

Nov 16, 2021
SELL
$183.15 - $198.47 $6,593 - $7,144
-36 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$174.94 - $189.58 $6,297 - $6,824
36 New
36 $7,000

Others Institutions Holding IHE

# of Institutions
149
Shares Held
5.28M
Call Options Held
6.2K
Put Options Held
0
View Full List

About ISHARES TR

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