Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 4.1M shares of IVV (ISHARES TR), worth $2.8B as of 2025-Q4. The position was increased (++2.8% shares). IVV represents 5.3% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$2.8B
Current Shares
4.1M
Total Value Change
+$1.2B
Total Shares Change
+1.2M
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 4.1M |
+2.8% |
| $2.8B |
| 5.3% |
| $689.92 |
64 |
| 2025-Q3 | Increased | 4M | +2.8% | $2.7B | 5.4% | $664.41 | 64 |
| 2025-Q2 | Increased | 3.9M | +5.5% | $2.4B | 5.4% | $613.43 | 65 |
| 2025-Q1 | Increased | 3.7M | +7.3% | $2.1B | 5.2% | $552.75 | 67 |
| 2024-Q4 | Increased | 3.4M | +9.2% | $2B | 5.8% | $583.48 | 68 |
| 2024-Q3 | Increased | 3.1M | +8.1% | $1.8B | 5.4% | $564.81 | 67 |
| 2024-Q2 | New | 2.9M | - | $1.6B | 5.1% | $536.31 | 98 |