Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 5.4M shares of IEF (ISHARES TR), worth $512.1M as of 2026-Q1. The position was decreased (-7.2% shares). IEF represents 0.9% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$512.1M
Current Shares
5.4M
Total Value Change
-$138.8M
Total Shares Change
-1.6M
Other major holders of IEF: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 5.4M |
-7.2% |
| $512.1M |
| 0.9% |
| $97.01 |
0 |
| 2025-Q4 | Increased | 5.8M | +13.0% | $555.9M | 1.1% | $96.17 | 56 |
| 2025-Q3 | Decreased | 5.1M | -48.8% | $493.4M | 1.0% | $95.00 | 0 |
| 2025-Q2 | Increased | 10M | +5.2% | $956.9M | 2.1% | $93.00 | 58 |
| 2025-Q1 | Increased | 9.5M | +13.5% | $905.6M | 2.3% | $91.81 | 62 |
| 2024-Q4 | Decreased | 8.4M | -2.3% | $773.3M | 2.2% | $88.88 | 0 |
| 2024-Q3 | Increased | 8.6M | +23.2% | $840.2M | 2.5% | $93.26 | 66 |
| 2024-Q2 | Increased | 7M | +10.5% | $651M | 2.1% | $87.97 | 60 |