Captrust Financial Advisors Ishares Tr Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 39,725 shares of IBDV stock, worth $852,895. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39,725
Previous 36,482 8.89%
Holding current value
$852,895
Previous $775,000 13.55%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$21.11 - $22.24 $68,459 - $72,124
3,243 Added 8.89%
39,725 $880,000
Q2 2024

Aug 14, 2024
BUY
$20.82 - $21.38 $2,664 - $2,736
128 Added 0.35%
36,482 $775,000
Q1 2024

May 15, 2024
SELL
$21.16 - $21.68 $9,945 - $10,189
-470 Reduced 1.28%
36,354 $777,000
Q4 2023

Feb 14, 2024
BUY
$19.85 - $21.72 $76,998 - $84,251
3,879 Added 11.77%
36,824 $796,000
Q3 2023

Nov 14, 2023
SELL
$20.34 - $21.26 $7,159 - $7,483
-352 Reduced 1.06%
32,945 $671,000
Q2 2023

Aug 14, 2023
BUY
$21.0 - $21.69 $8,085 - $8,350
385 Added 1.17%
33,297 $705,000
Q1 2023

May 15, 2023
BUY
$20.69 - $21.78 $5,938 - $6,250
287 Added 0.88%
32,912 $708,000
Q4 2022

Feb 15, 2023
BUY
$19.74 - $21.37 $348,983 - $377,800
17,679 Added 118.29%
32,625 $678,000
Q3 2022

Nov 16, 2022
SELL
$20.06 - $22.25 $2,507 - $2,781
-125 Reduced 0.83%
14,946 $303,000
Q2 2022

Aug 16, 2022
BUY
$20.9 - $23.16 $52,981 - $58,710
2,535 Added 20.22%
15,071 $323,000
Q1 2022

May 16, 2022
BUY
$22.89 - $24.9 $23,050 - $25,074
1,007 Added 8.73%
12,536 $290,000
Q4 2021

Feb 14, 2022
SELL
$24.81 - $25.39 $13,868 - $14,193
-559 Reduced 4.62%
11,529 $289,000
Q3 2021

Nov 16, 2021
BUY
$25.3 - $25.88 $256,972 - $262,863
10,157 Added 526.0%
12,088 $306,000
Q3 2020

Nov 17, 2020
BUY
$25.38 - $26.2 $49,008 - $50,592
1,931 New
1,931 $50,000

Others Institutions Holding IBDV

# of Institutions
194
Shares Held
49.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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