A detailed history of Capital Advisors, Ltd. LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 252 shares of IYG stock, worth $22,120. This represents 0.0% of its overall portfolio holdings.

Number of Shares
252
Previous 251 0.4%
Holding current value
$22,120
Previous $22,000 4.55%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025

BUY
$85.16 - $90.57 $85 - $90
1 Added 0.4%
252 $23,000
Q1 2025

Apr 15, 2025

BUY
$74.6 - $84.81 $9,399 - $10,686
126 Added 100.8%
251 $20,000
Q4 2024

Feb 04, 2025

BUY
$70.24 - $82.34 $8,780 - $10,292
125 New
125 $10,000

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
Track This Portfolio

Track Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC 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 Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.