Captrust Financial Advisors Ishares Barclays Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Captrust Financial Advisors holds 9,991,736 shares of IEF stock, worth $953 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
9,991,736
Previous 9,495,964
5.22%
Holding current value
$953 Million
Previous $906 Million
5.66%
% of portfolio
2.22%
Previous 2.33%
Shares
35 transactions
Others Institutions Holding IEF
# of Institutions
1,174Shares Held
306MCall Options Held
21.8MPut Options Held
4.59M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.5 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 Billion0.21% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.19 Billion0.08% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.11 Billion0.29% of portfolio