Captrust Financial Advisors Ishares Tr Ibonds Dec 2031 Ter Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 33,499 shares of IBDW stock, worth $714,868. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,499
Previous 40,746 17.79%
Holding current value
$714,868
Previous $845,000 16.69%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$20.23 - $21.04 $146,606 - $152,476
-7,247 Reduced 17.79%
33,499 $704,000
Q1 2025

May 14, 2025
BUY
$20.1 - $20.8 $1,487 - $1,539
74 Added 0.18%
40,746 $845,000
Q4 2024

Feb 14, 2025
SELL
$20.28 - $21.2 $42,790 - $44,732
-2,110 Reduced 4.93%
40,672 $827,000
Q3 2024

Nov 14, 2024
BUY
$20.12 - $21.28 $126,152 - $133,425
6,270 Added 17.17%
42,782 $907,000
Q2 2024

Aug 14, 2024
BUY
$19.84 - $20.44 $2,301 - $2,371
116 Added 0.32%
36,512 $740,000
Q1 2024

May 15, 2024
SELL
$20.24 - $20.75 $3,886 - $3,984
-192 Reduced 0.52%
36,396 $745,000
Q4 2023

Feb 14, 2024
BUY
$18.79 - $20.85 $138,782 - $153,998
7,386 Added 25.29%
36,588 $759,000
Q3 2023

Nov 14, 2023
SELL
$19.34 - $20.36 $1,643 - $1,730
-85 Reduced 0.29%
29,202 $566,000
Q1 2023

May 15, 2023
BUY
$19.77 - $21.01 $5,970 - $6,345
302 Added 1.04%
29,287 $604,000
Q4 2022

Feb 15, 2023
BUY
$18.9 - $20.59 $547,816 - $596,801
28,985 New
28,985 $576,000

Others Institutions Holding IBDW

# of Institutions
237
Shares Held
69.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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