Captrust Financial Advisors Ishares Tr Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 9,454 shares of IYF stock, worth $904,369. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,454
Previous 9,914 4.64%
Holding current value
$904,369
Previous $846,000 6.86%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$83.91 - $95.65 $38,598 - $43,999
-460 Reduced 4.64%
9,454 $904,000
Q4 2023

Feb 14, 2024
SELL
$70.7 - $85.68 $16,190 - $19,620
-229 Reduced 2.26%
9,914 $846,000
Q3 2023

Nov 14, 2023
SELL
$73.99 - $79.98 $961 - $1,039
-13 Reduced 0.13%
10,143 $758,000
Q2 2023

Aug 14, 2023
BUY
$68.91 - $74.74 $38,865 - $42,153
564 Added 5.88%
10,156 $757,000
Q1 2023

May 15, 2023
BUY
$68.23 - $82.05 $44,485 - $53,496
652 Added 7.29%
9,592 $682,000
Q4 2022

Feb 15, 2023
BUY
$73.74 - $80.38 $11,429 - $12,458
155 Added 1.76%
8,940 $674,000
Q3 2022

Nov 16, 2022
SELL
N/A
-425 Reduced 4.61%
8,785 $593,000
Q2 2022

Aug 23, 2022
SELL
N/A
-50 Reduced 0.54%
9,210 $645,000
Q2 2022

Aug 16, 2022
BUY
N/A
50 Added 0.54%
9,260 $648,000
Q1 2022

May 16, 2022
BUY
N/A
1,975 Added 27.3%
9,210 $779,000
Q4 2021

Feb 14, 2022
BUY
N/A
3,000 Added 70.84%
7,235 $627,000
Q3 2021

Nov 16, 2021
SELL
N/A
-75 Reduced 1.74%
4,235 $350,000
Q2 2021

Aug 16, 2021
BUY
N/A
3,025 Added 235.41%
4,310 $349,000
Q1 2021

May 17, 2021
BUY
N/A
1,285 New
1,285 $96,000
Q1 2020

May 15, 2020
SELL
N/A
-5,901 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
N/A
5,901 New
5,901 $818,000
Q1 2019

May 15, 2019
SELL
N/A
-1,617 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
1,617 New
1,617 $172,000

Others Institutions Holding IYF

# of Institutions
370
Shares Held
15.8M
Call Options Held
8.4K
Put Options Held
12.9K
View Full List

About ISHARES TR

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