Captrust Financial Advisors Ishares Tr Ibonds 2027 Term Hi Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

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 16,591 shares of IBHG stock, worth $366,329. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,591

Holding current value

$366,329

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$22.11 - $22.54 $366,827 - $373,961	16,591 New	16,591 $368,000

Others Institutions Holding IBHG

# of Institutions

Shares Held

10.4M

Call Options Held

Put Options Held

Gamma Investing LLC Foster City, CA

5.17M
Shares

$114 Million
1.23% of portfolio
Lbmc Investment Advisors, LLC

857K
Shares

$18.9 Million
1.52% of portfolio
Northwestern Mutual Wealth Management CO

719K
Shares

$15.9 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

381K
Shares

$8.42 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

347K
Shares

$7.66 Million
0.01% of portfolio

View Full List

About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

More about IBHG

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Captrust Financial Advisors Ishares Tr Ibonds 2027 Term Hi Transaction History