Captrust Financial Advisors Ishares Tr Ibonds 2027 Term Hi Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Captrust Financial Advisors holds 11,921 shares of IBHG stock, worth $267,030. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,921
Previous 16,591
28.15%
Holding current value
$267,030
Previous $370,000
27.57%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBHG
# of Institutions
92Shares Held
8.86MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.7 Million2.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ800KShares$17.9 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO779KShares$17.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA491KShares$11 Million0.0% of portfolio
-
Keeler T Homas Management LLC429KShares$9.62 Million4.37% of portfolio