Captrust Financial Advisors Ishares Tr Ibonds Dec 2029 Ter Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 402,933 shares of IBDU stock, worth $9.31 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
402,933
Previous 355,527 13.33%
Holding current value
$9.31 Million
Previous $8.11 Million 14.96%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$22.61 - $23.14 $1.07 Million - $1.1 Million
47,406 Added 13.33%
402,933 $9.32 Million
Q4 2024

Feb 14, 2025
BUY
$22.71 - $23.47 $6.95 Million - $7.18 Million
306,076 Added 618.95%
355,527 $8.11 Million
Q3 2024

Nov 14, 2024
BUY
$22.51 - $23.57 $181,273 - $189,809
8,053 Added 19.45%
49,451 $1.16 Million
Q2 2024

Aug 14, 2024
BUY
$22.29 - $22.77 $2,964 - $3,028
133 Added 0.32%
41,398 $938,000
Q1 2024

May 15, 2024
SELL
$22.61 - $23.1 $20,145 - $20,582
-891 Reduced 2.11%
41,265 $941,000
Q4 2023

Feb 14, 2024
BUY
$21.44 - $23.11 $212,277 - $228,812
9,901 Added 30.7%
42,156 $972,000
Q3 2023

Nov 14, 2023
SELL
$21.83 - $22.62 $7,247 - $7,509
-332 Reduced 1.02%
32,255 $706,000
Q2 2023

Aug 14, 2023
BUY
$22.32 - $23.04 $7,566 - $7,810
339 Added 1.05%
32,587 $731,000
Q1 2023

May 15, 2023
BUY
$21.99 - $23.12 $5,959 - $6,265
271 Added 0.85%
32,248 $737,000
Q4 2022

Feb 15, 2023
SELL
$21.21 - $22.74 $131,417 - $140,897
-6,196 Reduced 16.23%
31,977 $708,000
Q3 2022

Nov 16, 2022
SELL
$21.55 - $23.64 $7,542 - $8,274
-350 Reduced 0.91%
38,173 $832,000
Q2 2022

Aug 16, 2022
BUY
$22.39 - $24.47 $369,121 - $403,412
16,486 Added 74.81%
38,523 $880,000
Q1 2022

May 16, 2022
BUY
$24.25 - $26.14 $46,463 - $50,084
1,916 Added 9.52%
22,037 $540,000
Q4 2021

Feb 14, 2022
SELL
$26.12 - $26.7 $27,870 - $28,488
-1,067 Reduced 5.04%
20,121 $530,000
Q3 2021

Nov 16, 2021
BUY
$26.61 - $27.16 $514,930 - $525,573
19,351 Added 1053.4%
21,188 $564,000
Q3 2020

Nov 17, 2020
BUY
$26.78 - $27.52 $49,194 - $50,554
1,837 New
1,837 $50,000

Others Institutions Holding IBDU

# of Institutions
295
Shares Held
89.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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