Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 6.1M shares of AGG (ISHARES TR), worth $604.4M as of 2025-Q4. The position was increased (++12.0% shares). AGG represents 1.1% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$604.4M
Current Shares
6.1M
Total Value Change
+$165.7M
Total Shares Change
+1.5M
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 6.1M |
+12.0% |
| $604.4M |
| 1.1% |
| $99.80 |
56 |
| 2025-Q3 | Decreased | 5.4M | -34.1% | $541.5M | 1.1% | $98.64 | 0 |
| 2025-Q2 | Increased | 8.2M | +6.6% | $812.6M | 1.8% | $96.25 | 53 |
| 2025-Q1 | Increased | 7.7M | +27.5% | $760.3M | 1.9% | $95.24 | 62 |
| 2024-Q4 | Increased | 6M | +15.7% | $584M | 1.7% | $92.99 | 57 |
| 2024-Q3 | Increased | 5.2M | +15.2% | $527.4M | 1.6% | $96.07 | 57 |
| 2024-Q2 | New | 4.5M | - | $438.7M | 1.4% | $91.03 | 71 |