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 6,068 shares of IYM stock, worth $929,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,068
Previous 6,238 2.73%
Holding current value
$929,921
Previous $921,000 7.82%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024
SELL
$140.01 - $149.03 $23,801 - $25,335
-170 Reduced 2.73%
6,068 $849,000
Q1 2024

May 15, 2024
SELL
$130.2 - $147.73 $6,379 - $7,238
-49 Reduced 0.78%
6,238 $921,000
Q4 2023

Feb 14, 2024
SELL
$119.29 - $139.6 $9,185 - $10,749
-77 Reduced 1.21%
6,287 $868,000
Q3 2023

Nov 14, 2023
BUY
$124.84 - $138.68 $12,484 - $13,868
100 Added 1.6%
6,364 $803,000
Q2 2023

Aug 14, 2023
SELL
$120.69 - $133.93 $6,034 - $6,696
-50 Reduced 0.79%
6,264 $833,000
Q1 2023

May 15, 2023
SELL
$124.32 - $140.43 $13,550 - $15,306
-109 Reduced 1.7%
6,314 $836,000
Q4 2022

Feb 15, 2023
BUY
$109.29 - $133.88 $21,967 - $26,909
201 Added 3.23%
6,423 $801,000
Q3 2022

Nov 16, 2022
BUY
$106.58 - $130.61 $31,227 - $38,268
293 Added 4.94%
6,222 $673,000
Q1 2022

May 16, 2022
BUY
$128.72 - $151.73 $25,744 - $30,345
200 Added 3.49%
5,929 $887,000
Q4 2021

Feb 14, 2022
BUY
$125.86 - $141.73 $132,153 - $148,816
1,050 Added 22.44%
5,729 $803,000
Q3 2021

Nov 16, 2021
BUY
$122.85 - $135.99 $55,282 - $61,195
450 Added 10.64%
4,679 $583,000
Q2 2021

Aug 16, 2021
BUY
$126.01 - $141.25 $176,414 - $197,750
1,400 Added 49.49%
4,229 $551,000
Q1 2021

May 17, 2021
BUY
$111.16 - $126.89 $305,690 - $348,947
2,750 Added 3481.01%
2,829 $355,000
Q2 2020

Aug 14, 2020
BUY
$65.8 - $95.31 $5,198 - $7,529
79 New
79 $7,000
Q1 2019

May 15, 2019
SELL
$82.06 - $93.91 $261,771 - $299,572
-3,190 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$94.17 - $108.05 $7,533 - $8,644
80 Added 2.57%
3,190 $300,000
Q4 2017

Feb 14, 2018
SELL
$96.74 - $102.54 $3,869 - $4,101
-40 Reduced 1.27%
3,110 $318,000
Q3 2017

Feb 16, 2018
BUY
$95.26 - $95.84 $3,810 - $3,833
40 Added 1.29%
3,150 $316,000
Q3 2017

Nov 13, 2017
SELL
$95.26 - $95.84 $17,146 - $17,251
-180 Reduced 5.47%
3,110 $298,000
Q2 2017

Nov 13, 2017
BUY
N/A
3,290
3,290 $294,000

Others Institutions Holding IYM

# of Institutions
217
Shares Held
2.91M
Call Options Held
5.2K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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