Capital Investment Advisors, LLC Ishares Tr Transaction History

Capital Investment Advisors, LLC

  • $5.8 Billion
  • Q3 2025

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 2,831 shares of IYG stock, worth $248,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,831
Previous 2,835 0.14%
Holding current value
$248,505
Previous $242,000 4.55%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025
SELL
$85.16 - $90.57 $340 - $362
-4 Reduced 0.14%
2,831 $253,000
Q2 2025

Jul 17, 2025
BUY
$68.9 - $85.6 $195,331 - $242,675
2,835 New
2,835 $242,000
Q4 2024

Jan 13, 2025
BUY
$70.24 - $82.34 $70 - $82
1 Added 0.04%
2,834 $220,000
Q3 2024

Oct 17, 2024
BUY
$64.2 - $71.76 $181,878 - $203,296
2,833 New
2,833 $201,000
Q1 2024

Apr 15, 2024
BUY
$63.91 - $191.92 $177,925 - $534,305
2,784 Added 200.0%
4,176 $276,000
Q4 2023

Jan 05, 2024
SELL
$145.02 - $179.81 $1,015 - $1,258
-7 Reduced 0.5%
1,392 $249,000
Q4 2022

Jan 05, 2023
BUY
$46.92 - $169.19 $65,641 - $236,696
1,399 New
1,399 $220,000
Q4 2021

Jan 10, 2022
SELL
$61.79 - $67.85 $308 - $339
-5 Reduced 0.34%
1,486 $287,000
Q4 2020

Jan 21, 2021
BUY
$39.45 - $50.02 $58,819 - $74,579
1,491 New
1,491 $224,000
Q1 2020

Apr 13, 2020
SELL
$28.97 - $52.03 $46,496 - $83,508
-1,605 Closed
0 $0
Q1 2019

Apr 11, 2019
BUY
N/A
1,605 New
1,605 $200,000
Q4 2018

Jan 17, 2019
SELL
N/A
-1,605 Closed
0 $0
Q3 2018

Oct 15, 2018
SELL
N/A
-75 Reduced 4.46%
1,605 $214,000
Q2 2018

Jul 10, 2018
SELL
N/A
-32 Reduced 1.87%
1,680 $218,000
Q4 2017

Jan 17, 2018
SELL
N/A
-10 Reduced 0.58%
1,712 $223,000
Q3 2017

Oct 17, 2017
BUY
N/A
1,722
1,722 $206,000

Others Institutions Holding IYG

# of Institutions
293
Shares Held
14.3M
Call Options Held
4.9K
Put Options Held
10.2K
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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