Captrust Financial Advisors Ishares Tr Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 9,709 shares of IYF stock, worth $1.21 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,709
Previous 9,611 1.02%
Holding current value
$1.21 Million
Previous $1.06 Million 3.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
$107.69 - $119.37 $10,553 - $11,698
98 Added 1.02%
9,709 $1.1 Million
Q4 2024

Feb 14, 2025
BUY
$102.7 - $119.05 $78,770 - $91,311
767 Added 8.67%
9,611 $1.06 Million
Q3 2024

Nov 14, 2024
SELL
$93.83 - $105.05 $51,137 - $57,252
-545 Reduced 5.8%
8,844 $918,000
Q2 2024

Aug 14, 2024
SELL
$89.39 - $96.85 $5,810 - $6,295
-65 Reduced 0.69%
9,389 $887,000
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
$67.64 - $80.38 $10,484 - $12,458
155 Added 1.76%
8,940 $674,000
Q3 2022

Nov 16, 2022
SELL
$67.55 - $79.83 $28,708 - $33,927
-425 Reduced 4.61%
8,785 $593,000
Q2 2022

Aug 23, 2022
SELL
$67.96 - $84.37 $3,397 - $4,218
-50 Reduced 0.54%
9,210 $645,000
Q2 2022

Aug 16, 2022
BUY
$67.96 - $84.37 $3,397 - $4,218
50 Added 0.54%
9,260 $648,000
Q1 2022

May 16, 2022
BUY
$78.62 - $91.32 $155,274 - $180,357
1,975 Added 27.3%
9,210 $779,000
Q4 2021

Feb 14, 2022
BUY
$83.02 - $90.24 $249,060 - $270,720
3,000 Added 70.84%
7,235 $627,000
Q3 2021

Nov 16, 2021
SELL
$79.17 - $85.45 $5,937 - $6,408
-75 Reduced 1.74%
4,235 $350,000
Q2 2021

Aug 16, 2021
BUY
$75.91 - $83.61 $229,627 - $252,920
3,025 Added 235.41%
4,310 $349,000
Q1 2021

May 17, 2021
BUY
$65.2 - $76.35 $83,782 - $98,109
1,285 New
1,285 $96,000
Q1 2020

May 15, 2020
SELL
$41.18 - $71.71 $243,003 - $423,160
-5,901 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$62.23 - $68.93 $367,219 - $406,755
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
475
Shares Held
20.9M
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
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