Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 2M shares of SGOV (ISHARES TR), worth $201.5M as of 2025-Q4. The position was increased (++8.6% shares). SGOV represents 0.4% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$201.5M
Current Shares
2M
Total Value Change
+$76M
Total Shares Change
+760,809
Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC
Increased |
| 2M |
+8.6% |
| $201.5M |
| 0.4% |
| $100.06 |
40 |
| 2025-Q3 | Increased | 1.8M | +3.7% | $186M | 0.4% | $99.07 | 38 |
| 2025-Q2 | Increased | 1.8M | +29.6% | $179.3M | 0.4% | $98.01 | 46 |
| 2025-Q1 | Increased | 1.4M | +33.6% | $138.3M | 0.3% | $96.99 | 46 |
| 2024-Q4 | Decreased | 1M | -1.6% | $103.2M | 0.3% | $95.97 | 0 |
| 2024-Q3 | Decreased | 1M | -16.1% | $105.3M | 0.3% | $94.86 | 0 |
| 2024-Q2 | Increased | 1.2M | +11.2% | $125.5M | 0.4% | $93.60 | 40 |