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 9,389 shares of IYF stock, worth $1.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,389
Previous 9,454 0.69%
Holding current value
$1.07 Million
Previous $904,000 1.88%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
402
Shares Held
15.7M
Call Options Held
10.6K
Put Options Held
500
View Full List

About ISHARES TR

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

Choose your preferred platform and Sign Up 👇 Telegram Email