Captrust Financial Advisors Ishares Tr Ibonds Dec 2026 Ter Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 453,466 shares of IBDR stock, worth $10.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
453,466
Previous 256,913 76.51%
Holding current value
$10.8 Million
Previous $6.14 Million 76.14%
% of portfolio
0.04%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$23.76 - $23.98 $4.67 Million - $4.71 Million
196,553 Added 76.51%
453,466 $10.8 Million
Q4 2023

Feb 14, 2024
BUY
$23.15 - $23.9 $4.72 Million - $4.87 Million
203,945 Added 385.03%
256,913 $6.14 Million
Q3 2023

Nov 14, 2023
SELL
$23.28 - $23.6 $11,407 - $11,564
-490 Reduced 0.92%
52,968 $1.24 Million
Q2 2023

Aug 14, 2023
SELL
$23.42 - $23.83 $50,306 - $51,186
-2,148 Reduced 3.86%
53,458 $1.25 Million
Q1 2023

May 15, 2023
BUY
$23.14 - $23.86 $6,224 - $6,418
269 Added 0.49%
55,606 $1.32 Million
Q4 2022

Feb 15, 2023
SELL
$22.9 - $23.61 $4.32 Million - $4.45 Million
-188,524 Reduced 77.31%
55,337 $1.29 Million
Q3 2022

Nov 16, 2022
SELL
$23.21 - $24.34 $14,947 - $15,674
-644 Reduced 0.26%
243,861 $5.63 Million
Q2 2022

Aug 23, 2022
SELL
$23.33 - $24.57 $41,574 - $43,783
-1,782 Reduced 0.72%
244,505 $5.82 Million
Q2 2022

Aug 16, 2022
SELL
$23.33 - $24.57 $1.4 Million - $1.47 Million
-59,813 Reduced 19.54%
246,287 $5.86 Million
Q1 2022

May 16, 2022
BUY
$24.49 - $26.0 $77,216 - $81,978
3,153 Added 1.04%
306,100 $7.55 Million
Q4 2021

Feb 14, 2022
SELL
$25.98 - $26.52 $161,465 - $164,821
-6,215 Reduced 2.01%
302,947 $7.9 Million
Q3 2021

Nov 16, 2021
SELL
$26.47 - $26.76 $12,705 - $12,844
-480 Reduced 0.16%
309,162 $8.19 Million
Q2 2021

Aug 16, 2021
SELL
$26.28 - $26.69 $2.19 Million - $2.22 Million
-83,160 Reduced 21.17%
309,642 $8.24 Million
Q1 2021

May 17, 2021
BUY
$26.27 - $27.07 $181,604 - $187,134
6,913 Added 1.79%
392,802 $10.4 Million
Q4 2020

Feb 16, 2021
BUY
$26.72 - $27.1 $442,884 - $449,182
16,575 Added 4.49%
385,889 $10.5 Million
Q3 2020

Nov 17, 2020
BUY
$26.64 - $27.04 $23,949 - $24,308
899 Added 0.24%
369,314 $9.91 Million
Q2 2020

Aug 14, 2020
BUY
$24.19 - $26.75 $973,865 - $1.08 Million
40,259 Added 12.27%
368,415 $9.84 Million
Q1 2020

May 15, 2020
BUY
$22.21 - $26.46 $163,465 - $194,745
7,360 Added 2.29%
328,156 $7.98 Million
Q4 2019

Feb 14, 2020
BUY
$25.21 - $25.58 $8.09 Million - $8.21 Million
320,796 New
320,796 $8.18 Million

Others Institutions Holding IBDR

# of Institutions
339
Shares Held
78.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
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