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 41,398 shares of IBDU stock, worth $948,428. This represents 0.0% of its overall portfolio holdings.

Number of Shares
41,398
Previous 41,265 0.32%
Holding current value
$948,428
Previous $941,000 0.32%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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