Captrust Financial Advisors Ishares Tr Ibonds December 202 Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Captrust Financial Advisors holds 20,839 shares of IBMP stock, worth $526,601. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,839
Previous 24,283 14.18%
Holding current value
$526,601
Previous $610,000 13.77%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$25.1 - $25.34 $86,444 - $87,270
-3,444 Reduced 14.18%
20,839 $526,000
Q4 2024

Feb 14, 2025
SELL
$25.08 - $25.43 $37,820 - $38,348
-1,508 Reduced 5.85%
24,283 $610,000
Q3 2024

Nov 14, 2024
BUY
$24.92 - $25.47 $134,568 - $137,538
5,400 Added 26.48%
25,791 $656,000
Q2 2024

Aug 14, 2024
BUY
$24.83 - $25.08 $68,605 - $69,296
2,763 Added 15.67%
20,391 $509,000
Q1 2024

May 15, 2024
BUY
$25.17 - $25.41 $32,469 - $32,778
1,290 Added 7.9%
17,628 $443,000
Q4 2023

Feb 14, 2024
BUY
$24.36 - $25.42 $6,455 - $6,736
265 Added 1.65%
16,338 $415,000
Q2 2023

Aug 14, 2023
SELL
$24.82 - $25.61 $98,088 - $101,210
-3,952 Reduced 19.74%
16,073 $402,000
Q1 2023

May 15, 2023
SELL
$24.89 - $25.65 $48,635 - $50,120
-1,954 Reduced 8.89%
20,025 $509,000
Q4 2022

Feb 15, 2023
SELL
$24.29 - $25.21 $149,310 - $154,965
-6,147 Reduced 21.86%
21,979 $551,000
Q3 2022

Nov 16, 2022
BUY
$24.39 - $25.71 $189,534 - $199,792
7,771 Added 38.18%
28,126 $686,000
Q2 2022

Aug 23, 2022
SELL
$24.68 - $25.42 $191,788 - $197,538
-7,771 Reduced 27.63%
20,355 $512,000
Q2 2022

Aug 16, 2022
BUY
$24.68 - $25.42 $277,896 - $286,229
11,260 Added 66.76%
28,126 $708,000
Q1 2022

May 16, 2022
SELL
$25.38 - $27.0 $300,854 - $320,058
-11,854 Reduced 41.27%
16,866 $429,000
Q3 2021

Nov 16, 2021
SELL
$27.01 - $27.32 $194,336 - $196,567
-7,195 Reduced 20.03%
28,720 $776,000
Q2 2021

Aug 16, 2021
BUY
$26.95 - $27.23 $237,240 - $239,705
8,803 Added 32.47%
35,915 $975,000
Q1 2021

May 17, 2021
BUY
$26.83 - $27.45 $147,296 - $150,700
5,490 Added 25.39%
27,112 $730,000
Q4 2020

Feb 16, 2021
BUY
$26.92 - $27.32 $22,532 - $22,866
837 Added 4.03%
21,622 $591,000
Q3 2020

Nov 17, 2020
SELL
$26.79 - $27.32 $13,153 - $13,414
-491 Reduced 2.31%
20,785 $563,000
Q2 2020

Aug 14, 2020
BUY
$25.25 - $26.83 $95,369 - $101,336
3,777 Added 21.58%
21,276 $570,000
Q1 2020

May 15, 2020
BUY
$22.94 - $27.07 $401,427 - $473,697
17,499 New
17,499 $446,000

Others Institutions Holding IBMP

# of Institutions
165
Shares Held
19.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMP Quotes by TradingView
  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
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